Financial Companies - How client funding works and key points to consider before asking for a loan

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What should we do when a client requests a Loan?

Escalate first before requesting a Loan for Authorization Present a Quick 6/Vitals and reason for Loan

Why do we ask for loans?

Clients may require immediate funds to cover these costs, especially if the case takes time to settle.

Once a purchase agreement is signed, what should be done next?

Fill in the Lien Tab on Filvevine

What are the steps in requesting a loan with High Rise?

Send an Email with details of the case and the amount the client is requesting

A loan can be more than 5% of the expected case recovery

False

What should we do if a client is requesting an advance payment?

Always talk to your secondary or manager if a client is requesting a loan or advance

Almost anyone injured because of another party's gross negligence and hires an attorney automatically qualifies for pre-settlement payments

Easy qualification

They never ask for up-front fees to be paid

Risk-free funding

The application process can be completed quickly and does not require any paperwork. People who have poor credit or unverifiable incomes may still apply.

Quick application process

How can we request a loan from GRS Funding?

Giving them a call and discuss the case and provide information requested

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