Where to send clients who have no where to go?
I manage a Consulting firm with over 8,000 clients in our organization. Our clients come to us for various things to do for them to not only direct them but also include us getting done what needs to be done as a liaison for them.
One of the things we are trying to get done for a few of them (around 30), is the PPP loan that they all qualify for. We have several tax preparers, document sorters and even lenders on staff that they too can not take on any new clients.
The problem we are facing is 3 fold:
1. A very confusing application process. Each lender seems to have a "different" process and most of them create a more difficult process than it needs to be.
2. Many banks are unwilling to accept loan applications from “new” customers.
3. Delays in the disbursal of loan funds.
4. A creaky SBA computer system.
Bottom Line: We can not find lenders who will take on any of our clients let alone 30 of them.
I need some direction from you guys, the experts in this feed. Any would be appreciated.