Personal & Business Financial Statement Submission Form
Personal Financial Statement
***Download & complete personal financial statement***
Company Financial Statement/P&L
By providing your phone number and other contact information, you expressly consent to receive marketing and informational communications from our business, including calls, texts, and messages that may be automated, pre-recorded, or use an artificial or AI-generated voice. You acknowledge that these communications may include offers, updates, or information related to our products and services. Consent is not a condition of purchase. You further agree that calls and messages may be delivered to any number you provide, whether mobile or landline, and that message and data rates may apply. Communications may be managed through our technology partners or systems designed to enhance customer engagement through automation or artificial intelligence. You may opt out at any time by replying STOP to text messages or requesting removal during any call. Opting out will not affect other forms of communication necessary to complete an existing business relationship or transaction. We value your privacy and comply with applicable laws governing telemarketing, text messaging, and automated communications, including the Telephone Consumer Protection Act (TCPA) and similar regulations in your jurisdiction. It is your responsibility to ensure any leads, contacts, or data collected for Voice AI calling include properly obtained consent in compliance with local, state, and federal laws. We recommend reviewing your consent policies with qualified legal counsel before activating automated or AI-assisted calling features.
By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.
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