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Funding & Credit Assessment Form

Full Name

Email Address

Phone Number

What is your current personal credit score?

What is your current personal credit score?
A
B
C

Do you currently have any of the following on your credit report?

Do you currently have any of the following on your credit report?
A
B
C
D
E

Which best describes your current credit card utilization (how much of your limits you’re using) ?

Which best describes your current credit card utilization (how much of your limits you’re using) ?
A
B
C
D

Do you have at least 4 open credit cards in your own name? (not Authorized user or builder accounts)

Do you have at least 4 open credit cards in your own name? (not Authorized user or builder accounts)
A
B
C

How much funding are you looking to secure?

How much funding are you looking to secure?
A
B
C

Do you currently have a registered business (LLC, Corp, etc.)?

Do you currently have a registered business (LLC, Corp, etc.)?
A
B

How long have you been in business?

How long have you been in business?
A
B
C
D

Do you have a business bank account?

Do you have a business bank account?
A
B

Do you have an EIN (Employer Identification Number)?

Do you have an EIN (Employer Identification Number)?
A
B

What is your estimated monthly business revenue?

What is your estimated monthly business revenue?
A
B
C

What do you plan to use the funding for?

What do you plan to use the funding for?
A
B
C
D
E
F
G

When are you hoping to secure funding?

When are you hoping to secure funding?
A
B
C

What feels like your biggest obstacle right now?

What feels like your biggest obstacle right now?
A
B
C
D
E
F
G

Are you ready to invest in funding prep services if you qualify?

Are you ready to invest in funding prep services if you qualify?
A
B
C