I'm a broker. Is there anything I should keep in mind when referring customers to Fundbox?

Yes. It’s important that when you refer customers to us, you keep in mind the following:

  • Be careful not to represent yourself as a Fundbox employee.
  • Do not refer customers you contacted on their cell phones if you used an automatic dialing system and did not have prior written consent.
  • Do not refer customers you contacted using a pre-recorded or artificial voice to call the potential customer.
  • Do not refer customers if their number is listed on a do-not-call list or if you called them outside of the hours of 8am–9pm in their time zone.
  • Do not overpromise on the customer’s likelihood of being approved.
  • Do not discriminate against potential customers based on race, national origin, color, religion, sex, marital status or age, or income from a Public Assistance program.
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