Open business bank accounts>deposit $500>RMrequest>bookappt>RMcall>docusign?>then funding sequence? Or do we start the RM submission first and start funding sequence while client still is waiting to speak to RM.. just more clarification on that whole process. Do we even need to do the whole RM process? Or is there a way to skip and just start funding sequence?
When it comes to talking with an RM, what is the order of operations? Complete
Written by Corey
Last updated October 25, 2023