Clone of Credit Assessment Intake

Client Intake Form

1. What your main purpose for seeking credit consulting

Credit improvementMortgage/ Loan preparationEducation/ Financial LiteracyOther

2. Which CRAs do you want to review ? (Check all that apply)

EquifaxExperianTransUnion

3 What challenges are you currently experiencing with your credit

4. Which areas do you want help with ? (Check all that apply)

Understanding my credit reportIdentifying negative or inaccurate itemsCredit improvement strategyEducation on Credit Rights and laws

5. Do you current have your most recent credit report

YesNo

6. Are there any past or current collections, bankruptcies, or late accounts you want reviewed?

YesNo

If yes briefly describe

7 What is your top priority or goal from this consultation