Business and guarantor details
Legal business name, DBA, address, owner or guarantor where applicable.
Placement process
A clear intake path before first outreach.
Placement is not just a spreadsheet transfer. We review records, confirm authority, and agree on reporting before communication starts.
Who this page is for
For lenders, buyers, and partners preparing files for placement.
From intake to outreach
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Day 0: initial review
We receive the placement summary and identify missing fields or documents.
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Documentation check
Agreement, balance, payment history, assignment records, and communication history are reviewed.
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Placement agreement
NDA and placement terms are completed before active work starts.
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First outreach
Once the file clears review, outreach begins through approved channels.
Data fields that matter
Financial detail
Original amount, payments received, current balance, fees, and settlement authority if available.
File history
Prior disputes, legal status, bankruptcy information, and recent contact attempts.
Talk through a placement
Send a short description of the file type, volume, and current status. We will respond with the records needed for review.
