Welcome Aboard! You signed up, and “Now What?” – There are a number of things needed to get you up and running, which we will walk through with you here and now: Setting up your E-mail & Signature Access to the Relief Funding Agent Portal Access to the HubSpot CRM Materials to start submitting loan requests Materials to share this opportunity with others who may be in need of a safe, work from home opportunity. You’ll find general instructions below to help you get started. If you will have questions along the way, please be sure to attend the Relief Funding Agent training calls held every day, Monday – Friday at 4:00 PM EST. This will be the place to get a live Q&A, and walk through the process with our Operations Staff. JOIN THIS LINK AT 4:00 EST M-F Recommended E-mail & Signature We at Local Relief Agents “LRA” have no requirements for how you communicate with businesses or your clients. However, it you’re open to it, we do highly recommend forming a new G-mail account specifically utilized for your RFA communication and business, and in the following format: (First).(Last)RFA@gmail.com. (Example, John.SmithRFA@gmail.com) A few reasons why we recommend this: It keeps your communication regarding Local Relief Agents “LRA” and the RFA opportunity within a single dedicated location, without mixing any of your personal e-mails It allows the business owners you’ll be speaking with identify you has a Relief Funding Agent with Local Relief Agents “LRA”. In early-mid 2019, laws changed around e-mail marketing, particularly those utilizing Google. Gmail tends to have a higher probability of avoiding the Promotions or SPAM folders than some other extensions It provides uniformity across all RFA agents to utilize the recommended Gmail format 20 West Vine Street Suite 575 Lansdale, PA 19446 WEB: www.localreliefagents.com l EMAIL: info@localreliefagents.com All materials copyright protected. Written permission is required for any reprint or distribution of materials. A Signature for your Newly Dedicated G-mail Account For those who see the value in creating a new G-mail account, we also recommending creating a Signature. Below is the proposed Signature Template that we recommend you utilize as a Relief Funding Agent “RFA”. (We have utilized John Smith as a placeholder for your information) John Smith Relief Funding Agent “RFA” Local Relief Agents .com E-Mail: John.SmithRFA@gmail.com www.localreliefagents.com 20 West Vine St., #575 Lansdale, PA 19446 Office Hours: M-F 9am-5pm EST The content of this email is confidential and intended for the recipient specified in message only. It is strictly forbidden to share any part of this message with any third party, without a written consent of the sender. If you received this message by mistake, please reply to this message and follow with its deletion, so that we can ensure such a mistake does not occur in the future. How to Insert Signature within your G-mail account Once you create your new G-mail account, to add your signature simply click on the symbol in the top right-hand corner. A drop down will appear, and you’ll select “Settings” as seen to the right. Once settings have been opened, scroll down to the “Signature” section (as seen to the right) and input the signature. *You may have to upload the Local Relief Agents “LRA” logo if it does not copy from the template above. After setting up the template as you like it, simply scroll down to the bottom of the page and select “Save Changes” 20 West Vine Street Suite 575 Lansdale, PA 19446 WEB: www.localreliefagents.com l EMAIL: info@localreliefagents.com All materials copyright protected. Written permission is required for any reprint or distribution of materials. A welcome E-mail will be sent from agentsupport@localreliefagents.com to the e-mail address that you registered upon signup. This e-mail will include instructions for logging into the Agent Portal on the www.localreliefagents.com website (as seen below). A second e-mail will be sent including an invite to our Relief Fund Agent Training Calls, which are held daily at 4:00 PM EST, Monday – Friday. This is the place to be to answer all your questions and to familiarize yourself with the loan submission process within the Agent Portal. You’re encouraged to join this call every day M-F 4:00 PM EST Training Call HERE (Link also in Agent Portal) You will receive a message from which is the Client Relationship Management software “CRM” made available to Relief Funding Agents through Local Relief Agents “LRA”. This message from will be sent to the e-mail address that you registered with. *Please note, this e-mail may land in your SPAM or Promotions folder. Please check all folders for this e-mail to ensure access to the CRM Once you’ve clicked “Join “ from their e-mail invite, you’ll be taken to the CRM to create your Password. Once logged in to the CRM, you’ll be introduced with a series of videos and demos from to help you become familiar and acquainted with the CRM. We highly encourage new users to the CRM to go through these videos. 20 West Vine Street Suite 575 Lansdale, PA 19446 WEB: www.localreliefagents.com l EMAIL: info@localreliefagents.com All materials copyright protected. Written permission is required for any reprint or distribution of materials. Once you’re all set with the Agent Portal and the CRM, you’re ready to start submitting loans! To do so, you have 2 two manners in which you can submit an SBA Relief Loan Application: Complete the online application within the Agent Portal (image below) Complete the PDF Application (downloadable in the Agent Portal) and submit to info@localreliefagents.com. Once the application has been submitted, it’s very important to notate the application with the CRM. An 11 Capital Finance (The processing and packaging company to LRA) Loan Specialist will review and process the loan file from them on and work with the Applicant on obtaining all the documents required to close their loan. Recipient: Person with interest in obtaining an SBA Relief Loan Hi XXXX, Thank you for your interest in learning more about how we can help you apply for Government SBA Relief Funds. In order to ensure that your business application receives the priority handling it deserves, our highly qualified and experienced loan team is prepared to accept your application now and begin processing your loan file immediately. In order to avoid unnecessary delays, don't wait another minute! Use the link below and visit our website now to apply for your loan package! Go to: www.applyforrelief.com We look forward to meeting you and working with you. In the meantime, be safe and stay healthy! (Insert RFA Signature) 20 West Vine Street Suite 575 Lansdale, PA 19446 WEB: www.localreliefagents.com l EMAIL: info@localreliefagents.com All materials copyright protected. Written permission is required for any reprint or distribution of materials. Recipient: Person with interest in the Relief Funding Agent program Hi XXXX, Thank you for expressing an interest in our unique opportunity. We appreciate hearing from you and learning about your desire to join our platform as Relief Funding Agent to aid in getting the Government Relief funds on the street to the American Businesses that need it. For additional information and details please plan to join us for an introductory Q&A call on the opportunity. These LIVE calls are offered every day at 12:00 pm EST. You can sign up using the link below. https://app.acuityscheduling.com/schedule.php?owner=15100353&appointmentType=13568187 If you’re ready sign up and get started right away, please visit: www.localreliefagents.com and complete the “SIGN UP TODAY” short form. After completing, someone will be in touch with you soon! (Insert RFA Signature) 20 West Vine Street Suite 575 Lansdale, PA 19446 WEB: www.localreliefagents.com l EMAIL: info@localreliefagents.com All materials copyright protected. Written permission is required for any reprint or distribution of materials.
