FILL OUT FORM AFTER COMPLETING CONVERSATION WITH COMMERCIAL PROSPECT
There are two actions resulting from using this form: 1) the information creates an Email that is used as a reference of the conversation and 2) the commercial prospect AUTOMATICALLY receives an Email indicating a link that is the formal APPLICATION for the financial service. This link allows the commercial prospect to electronically authorize NFS to begin processing the application. Once received, along with the bank or merchant statements, this is sent to Financial Advisor who then does the back-end coordination with the Finance Company. If approved, a financial proposal is created, and electronically sent to the commercial prospect for signature. Google docs is used to provide visibility.