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All Business Lending & Fintech

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Tips for newer brokers?

What's one piece of advice you would give newer brokers?


Here's a simple yet important one-when submitting a package via email, make sure every document or file is appropriately named and you detail what the situation is for the merchant in the body of the email.


@Chad Otar @Eric Christensen @Jake Strelzik @Melissa Flagg @Avi Herskovitz @Ken Peng @Taylor Hicks @abel fernandez @Jason Chalarca

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Dave  Lambert
Dave Lambert
15 de set. de 2022

Be transparent with the merchant - we market expensive money - so don't sugar coat that FACT

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