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Borrower's Name
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Borrower's Phone Number
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Company Name
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Account Executive Name
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Lead Source
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Date First Spoke To Borrower
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Loan Amount Requested
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What are they using the money for?
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Other Notes For File
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What is the average monthly deposit in dollars?
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What is the average number of deposits per month?
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What is the balance of the current loan(s) (if no loans enter "0")?
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What % is the personal guarantors ownership percentage?
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How long has the personal guarantor been in business (in Months)?
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What is the amount of the total tax liens (if zero enter "0")?
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Are you on a payment plan for the tax liens (if no tax lient enter N/A)
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What is the State abbreviation?
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How many bankruptcies has the borrower had?
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How many months has it been since the borrower's last bankruptcy (Enter N/A if none)?
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What is the estimated FICO score for the potential borrower?
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How many trade lines does the borrower have open?
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How many months will the client accept for a minimum term?
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What is the requested loan amount?
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What is the average minimum bank balance?
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How many negative days within the last 3 months?
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How many NSF's within the last 3 months?
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Has the borrower had a foreclosure within the past 24 months?
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How many times was the borrower late on their rent or mortgage with the last 4 months?
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What is the maximum Funding the borrower is looking for?
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