Bolton Capital Group LLC.
Phoenix, AZ. 925.915.9525 info@constancebolton.com
New Client Questionnaire
This is not an application
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Do you have a minimum credit score of 650 or better with all three credit bureaus?
Yes
No
Do you have any new credit lines within the last 6 months? (credit card increase, new credit card, refinance, new mortgage loan)
Yes
No
Do you have less than 6 new inquiries within the last 6 months?
Yes
No
Do you have any derogatory accounts, late payments or collections within the last 2 years?
Yes
No
Do you have a minimum of 3 established trade lines that are at least 6 months old?
Yes
No
Are you W2 or self employed?
Yes
No
Do you have an annual income of $32,000 or more?
Yes
No
If Self-employed have you been in business for a minimum of 2 years with an adjusted gross income of 32k per year consecutively?
Yes
No
If Self-employed what is the name of your business and what is your annual gross salary?
Is your total credit card usage under 60%
Yes
No
Are you younger than 72 years of age?
Yes
No
Are you a US citizen?
Yes
No
For those with less than stellar credit, The I WILL Masterplan is for you! Our lenders will generate a plan based on your credit to guarantee you funding! No credit repair necessary! You'll be partnered with an I WILL Mentor who will help you strategize on completing your Master Plan, coming directly from our lenders. Great work comes with an investment ($1500). This is for those who do not meet our credit criteria but WILL commit to completing the process! Are you open to learning more about this program?
Yes
Out of my budget
I can make a partial payment of $1000 then $500 later
I MEET ALL CRITERIA AND READY FOR UNSECURED FUNDING
How much are you seeking and for what purpose?
What is the name of your referral Agent or company that referred you?
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