Tools & Templates
Most funding decisions get made in an afternoon, under pressure, with a broker on hold. These are the things worth having open while that happens — and the paperwork worth having on file afterwards. Nothing to sign up for, nothing leaves your browser.
Run the numbers
Because nobody is going to hand you an APR.
The paperwork
Fill in the brackets, keep a copy, note the date you sent it.
The call and text log
The single highest-value thing you can do on the first unwanted call is write it down the same way every time. Here is the format, and a spreadsheet you can download.
Cease and desist letter
Dated, written, every number and channel: stop contact, delete and stop sharing. Copy, download or print it.
ACH authorization revocation letter
How to withdraw the authorization that lets a funder pull from your account — what it does, what it does not do, and the letter your bank actually needs.
Payoff and balance request letter
You are entitled to know what you owe. Getting a written payoff figure is also the fastest way to find out whether the numbers you have been told add up.
Demand letter
When the calls did not stop after the cease and desist, or money was taken that should not have been. The step before anyone talks about filing anything.
Getting the calls? Shut it down.
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