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Understand the preparation process for clients who want to apply for loan forgiveness but were not funded by Biz2Credit.

In addition to ongoing reminders from the customer care team on DocuSign help, Yodlee trouble shooting, and new document upload, new reminders included a review of underwriter (UW) notes, and how to add banking details for agent fee payment. Note, if you are expecting UW notes and do not see any in a particular application, reach out to cpasupport@biz2credit.com.