You will receive an email with meeting details.
What you can expect on your client services call..
1. We will verify all of your personal and business information for accuracy and application success.
2. Set up your Lendzee account.
3. Collect any remaining documents needed.
After this meeting:
You will get a call from our processing team to begin the lender application process.
Securely Upload Documents Requested
Please upload the following: ( If you've already provided these, skip this step )
-Front and Back of Driver's License ( Used for identity verification )
-Proof of residence - (Used for identity verification)
Have you set up your funding email yet?
As part of your funding process, you will need to create a new “funding email” using Gmail or Yahoo. This email belongs to you — you control the username, password, and account access at all times. We simply use it as a dedicated communication and application email throughout your funding process.
Why do we ask you to do this?
Helpful Tips:
• Use your current email username, but change the email provider
Example: If your current email is tom@gmail.com, create tom@yahoo.com
• Save your login information
• Have the username and password ready to share with our team during your Client Services call
Creating your funding email before your appointment helps us begin the process immediately and keeps your funding strategy organized from day one.
