MERCHANT DASH LLC · PRACTICAL PREPARATION
Keep one request file across calls messages and forms

Create a reliable communication index when request information arrives through several channels. Preserve context without spreading sensitive records.

Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents.

1. Write the current request purpose.
Notes: __________________________

2. Record channel date subject and evidenced action.
Notes: __________________________

3. Keep the original message in the approved record system.
Notes: __________________________

4. Identify contradictions or unanswered instructions.
Notes: __________________________

5. Check that a question was not already answered before replying.
Notes: __________________________

This is a preparation checklist, not an application or a funding decision.
Brevo Capital requests are unavailable in FL and GA. Additional restrictions depend on the selected product and program.

Guide: https://merchant-dash.com/funding/guides/keep-one-request-file-across-calls-messages-and-forms