Business Credit Client Questionnaire
K HARRELL'S FINANCIAL SERVICES INC.
Name
First Name
Last Name
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Title
Business Structure (Sole Prop, LLC, Or Corporation
Company Name
Industry
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
EIN
example@example.com
Are you registered with your Secretary of State?
Please Select
YES
NO
Email
example@example.com
Who are the primary owners of the business?
Does you business have a business bank account?
Please Select
YES
NO
What is your primary reason forseeking business credit? (inventory purchases, expansion, working capital)
What credit limit are you looking to establish?
Do you currently have any business credit lines or accounts?
Please Select
YES
NO
What is your current business credit score, if known?
Areyou interested in a business credit card, line of credit, or a term loan?
Howwill you monitor and manage your business credit usage?
Doyou have a DNB (Dunn & Bradstreet) number?
Please Select
YES
NO
If you do have a DNB number, what is the number?
Type a question
Type a question
How did you hear about us?
Referral
Direct Mail
Online Add
Sales Call
Print Ad
Other
Attachment (EIN & Secretary of State, If Applicable)
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Please include any attachments (e.g., logo, mission statement, annual report, etc.) that would help us better understand your company's needs.
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Do you have any other information that I need to know regarding your business credit?
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