To: (Client's email), [email protected] 

Subject: Excited to Work With You – Let’s Get Started! 

Hi [Client First Name],

Thank you for taking the next step with us; our team is already working to position you for the best possible results. And to keep the momentum going, I’m excited to introduce you to our Processing Team!

✅ They’ve received the funding game plan we created together
✅ They’re organizing your applications for a clean submission
✅ Your file is already being prepared for lender review
✅ You’re off to a great start!

From here, our Processing team will:

1. Complete a thorough review of your file so everything is clean and accurate

2. Personally reach out right away if they need anything else from you

3. Walk you through the next steps to keep your funding moving quickly and smoothly

Quick Reminders:
As our team works in the background on your behalf, please IMMEDIATELY answer calls/texts/emails from lenders to confirm your identity, request for new funding, etc. Also, avoid applying anywhere on your own, racking up high credit usage, making late payments, or missing any payments during this process, as these activities can negatively impact your personal FICO and limit your approvals.

Feel free to reply if you have any questions.

Thanks again for trusting us to support your funding goals. We're excited to help you crush this funding round and open new doors for your business!

Mahalo,