Our newest funding option, Client Direct Service, removes the majority of the funding burden from your office staff. As with our full funding service, we begin each case by obtaining the client information, asset information and funding instructions from you. From that point on we work directly with the client gathering any statements not previously supplied to your office and preparing all the letters and forms needed to fund the assets specified by you. We then forward a detailed cover letter to the client specifying what signatures and further actions are required. Once the document packet has been completed, the client returns it to PBO for processing. We mail everything off to the institutions and follow up to obtain verification that the requested actions were completed. The client will then receive a closing packet containing the confirmations for each asset. We will gladly supply your office with copies of client correspondence and confirmations if requested.
To submit a case to PBO Solutions for Client Direct Service simply click below for instructions and fee information as well as a Client Data Sheet for your convenience.