Loan Request and Direct Deposit Approval

Please fill out the form below to advance your client in the On-boarding process.

If you don’t see the contact in the drop down, the must be entered as a new contact or be put  into the Client Prep Sheet.

Your client will need to have his signed uploaded Loan Request form and, if applicable, his signed uploaded Direct Deposit form approved or denied in order for them to advance in the automation funnel on Infusionsoft. 

The form to your left (or above on mobile) will easily take care of this for you. 

Once you approve or deny, the prospect will be automatically emailed the results and have instructions sent to them on how to proceed.

 

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