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