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Khela Financial Solutions Credit & Lending Readiness Intake
Client Information
This helps us match your credit strategy with your financial and tax goals
Full Name
*
Email Address
*
Phone/Mobile
*
What state do you currently live in
*
Have you worked with a CPA before
*
Have you worked with a CPA before
A
Yes
B
No
Credit Profile Snapshot
What is your current credit score range
*
What is your current credit score range
A
<580
B
580-640
C
640-700
D
700-750
E
780+
F
Not Sure
Do you currently have any collections, charge-offs, or errors on your credit report? If yes, briefly describe
*
Have you ever disputed a credit item before?
*
Have you ever disputed a credit item before?
A
Yes
B
No
Do you currently monitor your credit
*
Do you currently monitor your credit
A
Yes
B
No
Which Service do you use?
Upload your reports
Click to choose a file or drag here
Size limit: 10 MB
What is your main goal?
*
What is your main goal?
A
Mortgage
B
New Car/ Lease
C
Clean up past mistakes
D
Build Credit
E
Other
Untitled multiple choice field
A
Yes let's move forward
*
B
Not yet Just exploring
Disclaimer:
Khela Financial Solutions LLC provides credit education and CPA-guided financial strategy. We do guarantee specific credit score increases or credit approvals. All recommendations are part of a broader tax and financial strategy and are not a substitute for legal advice. Credit improvement results vary based on individual financial history and client participation. All information submitted is confidential and handled in compliance with IRS regulations, the Fair Credit Reporting Act (FCRA), and professional CPA ethics standards.
*
Disclaimer: Khela Financial Solutions LLC provides credit education and CPA-guided financial strategy. We do guarantee specific credit score increases or credit approvals. All recommendations are part of a broader tax and financial strategy and are not a substitute for legal advice. Credit improvement results vary based on individual financial history and client participation. All information submitted is confidential and handled in compliance with IRS regulations, the Fair Credit Reporting Act (FCRA), and professional CPA ethics standards.
Checkbox acknowledgment
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