TEAM: Review the Client Journey Below. Submit Forms Accordingly and Follow The Process

TEAM: Review the Client Journey.

Submit FormPBFs Accordingly and ❗️Follow The Process ❗️

🗓 Consultation Call Pipeline 🗓

Submit the Correct Password To Access Internal Forms

PBF TEAM ONLY

🗓 Game Plan Call Pipeline 🗓

✍🏽 After CLIENT Signs PBF Funding Agreement 🎉

Verbally complete the INTAKE FORM with the client ⬇️

🏦 SALES: Setup and Package the Deal For Processing & Accounting 🏦

SETUP: Complete the INTAKE FORM. Make sure the PBF Credit App is completely filled out and all other docs have been collected and in Sharepoint and are valid and lender-ready.

Send the introduction email to the Client's Email + "[email protected]" as

a warm handoff to the client and Processing. Copy and Paste the text below into a new email:

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,

Commission Documentation Requirements 

To ensure commissions are calculated accurately and paid in a timely manner, Sales is responsible for providing commission documentation to Accounting. 

Deal Type Trigger Event Action Required Send To
Credit Deal Client Introduction to Processing Forward the client introduction email Accounting@ + Jason@
Non-Credit Deal Funding Confirmation from Lender Forward the lender funding notice email Accounting@ + Jason@

Important: If Accounting and Jason are not copied at the required stage, commission payments may be delayed until the required supporting documentation is received. 

Credit Deals: Introduction email ➜ Accounting 

Immediately after sending your client introduction email to Processing.

Forward the introduction email you just sent to: 

Non-Credit Deals: Funding Confirmation ➜ Accounting 

Immediately after receiving the lender's funding confirmation email that the deal has funded.

Forward the lender funding confirmation email to:

To: [email protected] 

CC: [email protected] 

No need to change the subject line. Copy and Paste the Following Into the Email Body 

Change only what is highlighted in Yellow:
  1. Sales Rep: (Your Name Here)
  2. Lead Source: (Self-Generated, IG, from CRM, from Jason, from “Name of Event,” etc.)
  3. Commission: ___ ;%
  4. Referral Partner (RP): (N/A or Name/Business Name of Referral Partner)
  5. RP Commission: (N/A or their %)

Note: If my RP is getting paid, I understand that their commission will be split 50%/50% between me and Pacific Business Funding. My final Commission % on this deal is listed in #3.

Mahalo,

Why This Matters 

Providing this information allows Accounting to: 

• Track commission eligibility from the beginning of the deal 

• Calculate commissions accurately 

• Process commission payments more efficiently 

• Reduce follow-up requests and delays 

• Ensure all parties receive proper credit for their contribution to the deal 

 

When in doubt, send the email. It is much easier for Accounting to remove duplicate information than to reconstruct commission details after a deal has funded. 

📞 SALES: Keep lines of communication open with client and your Processor.

👍🏼 Processing will update you as deal progresses.

💯 Setup a system with your Processor for consistent updates on your deals.

😎 Elevate to Ashlenn for guidance on this if needed.