Our full funding service allows your office to utilize PBO as a supplement to your funding staff. We gather and prepare all the letters and forms needed to fund the assets specified by you. We then forward a detailed cover letter to you specifying what signatures and further actions are needed by the clients. Once the document packet has been completed, your office 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. Your office will then receive a closing packet containing the confirmations for each asset.
This option enables your staff to remain the point of contact for your client. PBO acts as your backoffice, removing the time consuming burden of researching, gathering and preparing your clients' funding documents.
To submit a case to PBO Solutions for Full Funding simply click below for instructions and fee information as well as a Client Data Sheet for your convenience.