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Funding Clients, Processor completes Approval Tracker form for every…

- - - - System creates Opportunity in 'Needs Onboarding/Needs Docs' [WC CLIENTS]
        
        Onboarding Specialist receives SMS, Closer + Marc receive SMS
        
        LiveChat notified [Slack]
        
        Onboarding Specialist calls the client to congratulate them ASAP/same day, get Disclosures signed on call, explain docs required
        
        Client DOES NOT move forward until:
        
        Signed Disclosures
        
        Submitted all required docs
        
        Once client has done this, system stops sending document submission reminders and sends info + booking sequence
        
        Email/SMS copies
        
        Booked the Funding Strategy Call
        
        System sends automated Welcome Email and informative content
        
        Email/SMS copies
        
        System starts automated reminders to submit docs
        
        COPIES LINK????
- - - - Email/SMS copies
    - - If client cancels or no shows, Loan Officer moves file into No Show/Canceled stage
        
        Onboarding Specialist receives notification that client cancelled/no showed and rebooks them
      - No
        
        On the Call, if client needs LLC Formation, or needs to submit a DBA (Doing Business As) request
        
        Yes
        
        No
        
        Loan Officer moves client to "Ready for Funding"
        
        System sends a text: You’re now in the funding stage 🏛. Our team will be submitting applications in phases. Watch for emails or texts about approvals or any docs needed!! We’ll guide you step by step — stay responsive so we can maximize your approvals and get you funded quickly.
        Munoz Ghezlan & Co
        
        Creates Opportunity in Term Loans Pipeline
        
        Needs to be submitted
        
        2 more items...
        
        Processor verifies CPI sheet and documents uploaded are accurate (spelling of name, ID,
        address, utility bill, income, taxes/paystubs)
        
        Processor creates Notion and joint email (firstlastnamemunozltd@outlook.com, password, Munoz123!)
        
        1 more item...
- - - - Hi {{contact.first_name}}, just checking in — once your Funding LLC is formed, you’re ready for the next step. Book your processing call here to keep things moving: https://mgworkingcapital.com/processor-call
        
        wait 2 days
        
        Hey {{contact.first_name}}, forming your LLC unlocks access to our capital pipeline. If it's ready, go ahead and schedule your processing call here: https://mgworkingcapital.com/processor-call
- - - - If client cancels or no shows, Credit Repair Specialist moves file into No Show/Canceled stage
        
        Onboarding Specialist receives SMS that client No showed/Cancelled Credit Repair Specialist Call and rebooks
- - - - If Cancelled/No Show, Loan Officer moves file to BBA Creation Call No Show/Cancelled
        
        Onboarding Specialist receives notification that client No showed/Cancelled Verification Call and rebooks
      - Needs to Deposit
        
        Bank Accounts Finalized
        
        Submitted
        
        Approved
        
        Needs Verification Call
        
        Onboarding Specialist receives SMS that client Needs Verification Call
        
        If Verification Call No Show/Cancelled, Loan Officer moves to Verification Call No Show/Cancelled
        
        1 more item...
        
        Verification Call Booked
        
        2 more items...
        
        Submissions Specialist submits applications for AMEX
      - Banking Coordinator opens Business Bank Accounts with client on call