Reference sheet · Emails
Real Underwriting Email Examples
These are actual responses from partners. Use them to recognize what underwriting is asking for and reply the same day with exactly that item.
5 examples on this sheet
None of these is a decline. Every email here names one specific missing item. Find that line, send exactly that document on the same thread, confirm receipt, and then call the merchant so they are not sitting in silence.
Subject
Additional Items Needed - A BROOKLYN PIZZERIA DOWNTOWN LLC
Hello,
We need the following additional items to continue reviewing the application for A BROOKLYN PIZZERIA DOWNTOWN LLC:
Need the ACH transfer account here
Please reply to this email with the requested items when available.
Subject
Underwriting Request - Additional Information Needed- AVC DYNASTY LLC
Get Alpha Capital,
We are currently underwriting your submission, AVC DYNASTY LLC, and need just a bit more information before making a decision:
Please confirm balances with all positions.
For assistance, contact Evan Hunter at (201) 268-5964 and evan@funderial.com.
Subject
Bank Pending Items for KO Handyman Services
Hi Jonah,
The bank has pended the application for KO Handyman Services for the following item:
Please provide a preprinted check or a signed bank letter due to Giact decline.
Providing this item will also be very helpful for the Lease Application.
Please let me know if you have any questions.
Best Regards,
Susana Guarderas
Applications, RedFynn Technologies
Subject
Re: Funding Request: RB Lake Shore
Here is the equipment listed on the lease you provided. We are missing 4 serial numbers as shown below.
… the D&A is missing the serial numbers for the Clover Duo display tablet and the Clover duo 2 starter kit. Please make sure all equipment on the D&A matches the lease, all should have serial numbers.
In order for us to complete the MPA, we will need the following information:
Products Sold
Business Start Date
Monthly Volume, Average Ticket, High Ticket
SSN
Home Address