Thank you! Your Meeting Is Booked.

 

You will receive an email with meeting details. 

 

 

 

 

We are excited to work with you!

What you can expect on your client services call..

PLEASE BE IN A QUIET, STATIONARY LOCATION.
Please do not be driving. We may ask to reschedule if you are. This is for your safety and our liability.
 

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. 

Step 2 Remaining Documents

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)

Step 3 Funding Email

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?

  1. Protect Your Personal Email
    When we begin submitting soft-pull applications with lenders, your information may be shared across lending networks. This can trigger unwanted marketing emails, spam, and loan offers that are not part of your funding strategy. Using a dedicated funding email helps keep your personal inbox private and protected.
  2. Improve Approval Potential
    Your personal email likely has years of online history and may already be associated with hundreds of websites or marketing databases. Some lender systems automatically flag heavily-used emails as potential spam or high-risk activity. A brand-new funding email has no history, helping avoid unnecessary automatic declines.
  3. Streamline Your Funding Process
    Most importantly, this is the email our team will use to submit applications, monitor lender responses, and negotiate your loan offers on your behalf. This creates a true white-glove, done-for-you experience and helps us secure the best possible results for your credit profile.

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.

Submit Your Funding Email Here


LZ - simple process-2

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