YOUR FIRMS FUNDING PROCESS
Fund Ease, LLC offers different levels of funding services. We start each file by reviewing statements and preparing an Asset Table. Sometimes that may be all you need from us.
If you select Basic Funding, we will prepare instruction letters and fill out transfer/beneficiary forms. All items will be combined into a funding package with signing instructions. Submitting the signed documents and collecting confirmations would be your office's responsibility.
Our most popular service is Deluxe Funding which follows the funding from beginning to end. Once the Funding Package has been signed, you just drop it in the mail to us and we will handle submitting everything to the companies. We consider our job done only once we have received confirmations for each asset.
You have the freedom to choose the service that fits your needs.
WORKING WITH YOUR OFFICE
AND YOUR CLIENTS
We are proficient in communicating with attorneys, paralegals, financial institutions, financial advisors, and clients.
Our role is to provide you with peace of mind regarding your client's funding. From preparing the Asset Table to reviewing confirmations, we are here to handle the funding.