Internal Communication

Subject: We’re Modernizing Our Client Experience

Borrowers in today’s market want a fast, paperless application and submission process. Time spent downloading, mailing, and making phone calls could be better spent generating new business.

Some of our competitors have already recognized this and have built their own standalone systems, but there is an even better alternative that provides correct accounting at the same time (Quickbooks cannot do this).

We’re integrating FINSYNC into our submission process today to give our clients the experience they deserve:

  • Submission to us occurs through the simple click of a button in our client’s invoicing module
  • Automated and correct accounting on AR-secured loans occurs
  • The business has correct financial statements
  • You can respond faster when you received automated submission notifications
  • You can underwrite faster when your lender portal gives you all the data you need in real-time:
    • New loan requests
    • Client contact info
    • Collateral
    • Up-to-date financial statements including aging reports
    • A simple interface to reject or approve and move a loan through to paid-in-full

FINSYNC’s system (including our lender portal) is free to us and saves our clients $100s on software each month.

Please contact your relationships ASAP and get them scheduled with a FINSYNC specialist. FINSYNC’s US-based team can be reached at 1 800 699-6484 or [email protected]


Prospects

Subject: One Click Cash Advances Brought to You by [our entity] & FINSYNC

H1: Exciting News: We Now Offer One Click Application and Advances Through FINSYNC

We’re excited to share that we’ve partnered with FINSYNC, a cloud financial management platform based in Atlanta, to make your life easier. FINSYNC provides an integrated suite of financial tools that automate accounting and allow you to simply click “Collect” from your invoice screen to get an advance from us.

You can start today and immediately enjoy the following benefits:

  • Single click submission to us from the FINSYNC invoice module
  • No further need to send us invoices nor supporting documentation
  • Faster response time
  • Correct financial reporting (FINSYNC supports correctly recording factored invoices)
  • An all-in-one solution for accounting, payments, cash flow projection and optionally payroll, time tracking and project tracking

Call to Action (button linked to https://signup.finsync.com/): Get Started

As a benefit to you, we’ve arranged a special discount for [our entity] customers. Use referral code “GROW650” to receive 50% off FINSYNC’s already low subscription for the first 6 months.


Current Clients

Subject: [our entity] Partners with FINSYNC to Provide a Digital Loan Process

H1: Exciting News: We’ve Joined the FINSYNC Network

We’re excited to share that we’ve partnered with FINSYNC, a cloud financial management platform based in Atlanta, to make your life easier. FINSYNC provides an integrated suite of financial tools that automate accounting.

You can start today and immediately enjoy the following benefits:

  • Single click submission to us from the FINSYNC invoice module
  • No further need to send us invoices nor supporting documentation
  • Faster response time
  • Correct financial reporting (FINSYNC supports correctly recording factored invoices)
  • An all-in-one solution for accounting, payments, cash flow projection and optionally payroll, time tracking and project tracking

Call to Action (button linked to https://signup.finsync.com/): Get Started

As a benefit to you, we’ve arranged a special discount for [our entity] customers. Use referral code “GROW650” to receive 50% off FINSYNC’s already low subscription for the first 6 months.


Former Clients

Subject: [our entity] Partners with FINSYNC to Provide a Better Loan Experience

H1: Exciting News: We’ve Joined the FINSYNC Network

Since you last worked with us, we’ve partnered with FINSYNC, a cloud financial management platform based in Atlanta, to make your life easier. FINSYNC provides an integrated suite of financial tools that automate accounting.

You can start today and immediately enjoy the following benefits:

  • Single click submission to us from the FINSYNC invoice module
  • No further need to send us invoices nor supporting documentation
  • Faster response time
  • Correct financial reporting (FINSYNC supports correctly recording factored invoices)
  • An all-in-one solution for accounting, payments, cash flow projection and optionally payroll, time tracking and project tracking

Call to Action (button linked to https://signup.finsync.com/): Get Started

We’re so serious about winning your business back that we’ve arranged a special discount just for you. Use referral code “GROW650” to receive 50% off FINSYNC’s already low subscription for the first 6 months.

Services FinSync Quickbooks Bill.com Gusto Expensify TSheets Harvest
Payments
Bill Pay
Invoicing
Accounting
Payroll
Expense Reimbursement
Time Clock
Time Sheets
Projects
Cash Flow Management