Sales and Training
We Offer Training and Software set up in several formats which include lecture class room style and 1 on 1 at your desk in your office.
Setting up your company right to produce the right reports and information is specific to each client and when we look at where you are with your company and where you want to go, we then began to train you in building your Company files to meet these goals.
To request an information packet please email us and explain your need and we will send you the forms and info to get started.
It is best to contact us through the Service Plus portal and this will give you a private listing in the Client AREA for file and form transfers online.
We help prepare SBA loans as a partner with Fundera