COVID-19 measures: new extension

B2B Bank is committed to moving your business forward. In addition to the extension of COVID-19 measures to support touchless loan applications, we continue to develop tools for smoother applications and faster funding times, including the Investment Loan document checklist and NIGO tips below.

Extended to January 31, 2021: COVID-19 measures for loan applications 

As a temporary measure to alleviate workflow restrictions due to COVID-19, we will continue to accept completed applications and supporting documents, including signatures, sent to us by encrypted email for all loan applications. Where email encryption is not possible, you may continue to transmit such information to us by fax.

Advisors accept responsibility for ensuring the protection of all information and files transferred to B2B Bank via email.

• Until January 31, 2021, we will allow:
  • Applications and supporting documents submitted from your corporate email without the original
    
    
  • Applications and documents with signatures submitted from your corporate email in the following ways:
    • Handwritten signatures on applications and documents scanned and submitted by email
    • Digital signatures on applications and documents submitted by email

Please include the EASE number in the subject line and only one client’s application and/or supporting documents per email.

Investment Loan checklist

The Investment Loan application checklist is part of our ongoing effort to improve the Investment Loan application process. Download and double check everything you need to get your application approved and funded quickly.

We’ve also gathered the most common errors on Investment Loan applications, so you can avoid them:

1. Ensure that all client details are correct and consistent
   • Confirm the client has provided two pieces of ID and that ID types and numbers are accurate
2. Include a copy of a void cheque with the application
   • Verify that the client’s name on the cheque matches the name on the Investment Loan application or one of the pieces of ID
3. Where applicable, ensure information on segregated fund applications is an exact match to the information on the Investment Loan application