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:
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: