Client List Test

Client Contact Information:

Name:  
Email: 
Phone: This feed currently down 
Status: 
Last day client worked: 
Last date advisor team contacted: this feed currently down 
Date Client Registered: 


		

Program Information:

Password:

Resent User Welcome Email (takes up to 5 min to receive):
Memberships:

No membership levels found.

Files

 

Note: Refresh Page to see new files just uploaded

Step 1: Business Foundation

Entity Type:

Company:
Business Address: 
Business Phone: 
Toll Free (optional): 
Fax (optional): 
Submit Phone to 411: 
Website: Feed Currently Down 
Email: 
Business has EIN#?: 
Business License?: 
Merchant Services?: 
Business has Bank Account? 
Step 1 Wrap-up questions: 


		

Step 2: Establish Business Credit Reports

Established Business Experian Report?: 
Established D & B Report?: 
Established Business Equifax Report? : 
Business Information listed correctly on business credit reports?: 


		

Step 3: Monitor & Read Business Credit Reports

Does the business have a D & B paydex score?:

Current Paydex Score: 
# of Reporting D & B tradelines : 
# of Experian Tradelines Reporting: 
# of Equifax Tradelines Reporting: 
Monitoring D & B?: 
Monitoring Experian?: 
Monitoring Equifax?: 


		

Step 4: Build Business Credit Round 1

Date Applied: Feed Currently Down 
Trade Accounts Applied for: 
Approved Accounts: 
Amount Approved: 
Accounts Declined: 


		

Step 4: Round 2

Date Applied: 
Trade Accounts Applied for: 
Approved Accounts: 
Amount Approved: 
Accounts Declined: 


		

Step 5: Round 3

Date Applied: 
Trade Accounts Applied for: 
Approved Accounts: 
Amount Approved: 
Accounts Declined: 


		

Step 5: Round 4

Date Applied: 
Trade Accounts Applied for: 
Approved Accounts: 
Amount Approved: 
Accounts Declined: 


		

Finance Blue Print

How Much?: 
How Soon?: 
How will you use the financing?: 
Date Business Started: 
Business Entity Name: 
Business Address: 
Industry: 
Business Structure: 
Gross Monthly Revenue: 
Outstanding invoices with businesses: 
Amount of outstanding Purchase Orders (PO): 
Value of equipment: 
Age of equipment: 
Equipment Description: 
Own Commercial RealEstate?: 
Experian Personal Credit Score: 
Equifax Personal Credit Score: 
Transunion Personal Credit Score: 
401k Value: