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CPA Marketing for Advanced Firms Specializing in increasing
New client lead flow.

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CPA Marketing for Advanced Firms to Increase NEW Client Lead Flow

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What to do if your loan is approved

  • Cheer out loud!
  • Review all loan documents to make sure you understand them before you sign.
  • Consult a lawyer or accountant if necessary.
  • Return all documents promptly. You want to maintain the good impression you have clearly made on your bank so far.
  • Maintain close contact with your loan officer. Provide him or her with progress reports, as the bank now has a vested interest in your success and will want to be kept up to date.
  • Keep the lines of communication open. If there are any problems with your business, make sure your bank is among the first to know. Banks aren’t known for their love of surprises.

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