Client Questionnaire

1

Name

First Name

Last Name

2

Email

example@example.com

3

Phone Number

Area Code

Phone Number

4

Are you a US citizen?(or Permanent Resident with a Green Card)

Yes

No

5

Do you have a minimum credit score of 680 or better with all three credit bureaus?

Yes

No

6

Do you have any new lines of credit within the last 6 months? ( credit card increase, new credit card, refinance, new mortgage loan)

Yes

No

7

Do you have any derogatory accounts, late payments or collections within the last 2 years?

Yes

No

8

Do you have any inquiries within the last 6 months?

Yes

No

9

Do you have a minimum of 3 established trade lines that are at least 6 months old?

Yes

No

10

Are you a W2 Employee or are you self employed?

W2

Self Employed

other (social security/retirement)

No income/ Gig jobs

11

If W2, do you have an annual income of $50,000 or more?

Yes

No

12

If Self-employed have you been in business for a minimum of 2 years with an AGI of 50k per year consecutively?

Yes

No

N/A

13

If Self Employed, what is the name of your business and what is your annual Gross Salary?

14

Is your total credit card usage under 60%?

Yes

No

15

Do you have a minimum of 3 open and active primary trade lines that are at least 6 months old?

Yes

No

Not sure

16

Are you younger than 75 years of age?

Yes

No

17

Are you a resident of Iowa or California?

No

Yes

18

Approval Advantage Master Plan For clients with less-than-stellar credit.💰 Investment: $1,000. Would you like to learn more about this program?

I’d like to learn more

Out of my Budget

I meet all of the criteria

19

How much are you seeking and for what purpose?

20

Have you been declined for a loan with any other lending institution within the last 12 months? If yes, what was the reason? If no, put N/A

21

What is the name of your referral Agent or Company that referred you?