Video

Customer Care Updates: Training Tips & Best Practices - 4/13/21

Learn how to use the newest feature on the Portal, which allows CPAs to collaborate and communicate with the verification funding team and hear tips from the AICPA PCPS team for sole proprietors applying for 2nd draw loans after taking their 1st draw in 2021. We also highlighted an explanation of the shorthand used by underwriters, which can sometimes be difficult to understand, along with a few more reminders from the Customer Care teams.