Many of your best relationships may be with entrepreneurs who own more than one business, with multiple tax IDs and legal names. Keeping everything straight and making sure you’re managing the ENTIRE relationship can be tricky. In this session, Carl shares strategies for Managing Complex Relationships.
The session covers topics like…
- Pricing an opportunity to multiple legal entities within a single relationship – like when a borrower owns multiple businesses
- Merging & splitting relationships within PrecisionLender – “how-to”
- Understanding when it makes sense to merge or split relationships
View the recorded session in our support center…
PrecisionLender University – Managing Complex Relationships, June 2014