FILL OUT FORM AFTER CSR INDICATES SEND INFO TO 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 links to the NFS Internet site to provide additional information as well as a link to the formal APPLICATION for the financial service. The CSR should then do a follow up call with the commercial prospect probably a week afterwards.
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.
FILL OUT FORM TO INCLUDE IN THE NEWSLETTER LIST
FILL OUT FORM IF SUBSCRIBING FOR FREE EBOOK OFFER – USE DUMMY DATA BELOW
First Name: Website
Last Name: Visitor