One of the bonuses that comes with the white label site for VIP members is a downloadable PoF document. This is to be managed carefully so it does not move from high value to being worth as much as crayons on toilet paper. ๐ Please remember the following rules: ๐โโ๏ธ It can only be used on a deal submitted with us. If the deal is not submitted with us, it will not be in our CRM, and when a broker or other individual calls me, I will not be able to confirm that it is legitimate. ๐ฒ If must be a deal type we actually fund. If it's a gap deal, or something else that is outside what we do, we will not back the downloaded PoF document. โ
If it is a deal type that one of our partners funds, get prior approval. This is true even if it's under $1m. If we are not going to fund it because it's not what we do, but we have someone that will do it, ask us first. We will confirm with them and then when I'm called, I can confidently state that we issued the document and it is legitimate. Thank you all for attending my Ted Talk today. ๐ Paul