WHEN: A client needs to speak to a RM WHEN their profile has been optimized and they have established a business checking account with a bank that we have a RM with.
WHY: WHY we submit clients with RMs is to maxmize their funding potential. We utilize the relationship we have established with these RMs to increase our clients potential funding result and we established these high caliber relationships to benefit our clients. This can mean higher approvals because of the RM.
