Products & Services


Elavon Nonprofit Solutions Overview

2 page | PDF

08/25/2023

Elavon Converge for Nonprofits

2 page | PDF

08/25/2023

5 Reasons to Accept Non-Cash Payments – Elavon

page | PDF

07/14/2023

Getting Organized – Wealth Strategies

1 page | PDF

01/20/2023

Heritage Business Express

1 page | PDF

12/22/2022

Nonprofit Banking Package flyer

1 page | PDF

12/08/2022

Wealth Strategies Detailed Strategy Overview

page | PDF

11/21/2022

Mortgage Special Rates

1 page | PDF

11/18/2022

Elavon overview-SMB

2 page | PDF

11/15/2022

Elavon Overview-Enterprise

2 page | PDF

11/15/2022

Wealth Strategies Services Overview

page | PDF

11/08/2022

2023 Retirement Plan Comparison – Wealth Strategies

2 page | PDF

11/04/2022

Banking Business Q4 2022 (Issue 7)

28 page | PDF

10/04/2022

5 Retirement Mistakes Small Business Owners Make – Wealth Strategies

8 page | PDF

08/12/2022

Home Loan Days printable 8.5″ x 11″ sign

1 page | PDF

08/05/2022

Mobile Deposit flyer

1 page | PDF

06/07/2022

Setting Up Alerts in Heritage Direct flyer

1 page | PDF

06/07/2022

Heritage Direct Fraud Mitigation Tools flyer

1 page | PDF

06/07/2022

Wealth Strategies Financial Planning Process

1 page | PDF

04/25/2022

Professional Financing – Multi-family Property Financing

page | PDF

04/04/2022

Professional Financing – Industrial Property Financing Overview

1 page | PDF

04/04/2022

SBA Loan Program – CUSTOMIZABLE

1 page | PDF

04/04/2022

Wealth Strategies Menu of Services

1 page | PDF

04/01/2022

Wealth Strategies Preliminary Client Checklist

1 page | PDF

04/01/2022

Cross Collateral Home Loans – Builder/Realtor version

page | PDF

03/29/2022

Low Down Payment First-Time Homebuyer

1 page | PDF

03/16/2022

Home Loans Overview

1 page | PDF

03/16/2022

Custom Construction Loans for Buyers

1 page | PDF

03/16/2022

Custom Construction Loans for Builders

1 page | PDF

03/16/2022

Wealth Strategies Pre-Meeting Checklist

1 page | PDF

03/08/2022

Professional Financing – Mini-Storage Facility Financing Overview

1 page | PDF

02/17/2022

Practice Transition help brochure

4 page | PDF

02/04/2022

Same Day ACH overview

1 page | PDF

02/04/2022

Business Checking Accounts

1 page | PDF

01/03/2022

HBCDE Customer Presentation

page | PDF

11/17/2021

Cross-Collateral Home Loans – Home Buyer version

1 page | PDF

09/29/2021

Professional Financing – Equipment Financing

1 page | PDF

07/21/2021

Business Services Proposal

page | PDF

07/15/2021

Implementation Kickoff Meeting

page | PDF

07/15/2021

Small Business Flex Fund brochure

6 page | PDF

07/01/2021

HBCDE overview

2 page | PDF

06/23/2021

Heritage Direct – customizable

1 page | PDF

05/06/2021

Remote Deposit Capture

1 page | PDF

04/02/2021

Professional Financing – Dental Financing Overview

1 page | PDF

03/02/2021

Construction timeline help brochure

4 page | PDF

03/01/2021

Steps to Protect Your Identity

1 page | PDF

02/12/2021

Treasury Management Services

2 page | PDF

02/11/2021

HSAs (Health Savings Accounts) for Employers

2 page | PDF

12/22/2020

Cybersecurity Plans for Small Business

2 page | PDF

12/22/2020

HSAs (Health Savings Accounts) for Employees – Handout

2 page | PDF

12/22/2020

HSAs (Health Savings Accounts) for Employees – Breakroom Poster

2 page | PDF

12/22/2020

Heritage Direct

2 page | PDF

12/22/2020

Cybersecurity for Small Business

2 page | PDF

12/22/2020

Cybersecurity Checklist

2 page | PDF

12/22/2020

Business Loans and Lines of Credit

2 page | PDF

12/22/2020

Business Savings Accounts

2 page | PDF

12/22/2020

Testimonials – Watson’s

2 page | PDF

12/22/2020

Avoid Business Email Compromise Scams

2 page | PDF

12/22/2020

Business Banking Overview

2 page | PDF

12/22/2020

Scams and Your Small Business

2 page | PDF

12/22/2020

Solutions Super Flyer – Elavon

2 page | PDF

12/22/2020

Testimonials – Transpo Group

2 page | PDF

11/25/2020

Safeguarding the Payment Experience – Elavon

2 page | PDF

11/25/2020

SBA Loans Overview

2 page | PDF

11/25/2020

Payments Planning Guide – Elavon

2 page | PDF

11/25/2020

Payment Processing Solutions / Elavon Overview

2 page | PDF

11/25/2020

Vertical Solutions – Elavon

2 page | PDF

11/25/2020