Client List Test

Client Contact Information:

Name:  
Email: 
Phone: This feed currently down 
Status: 
Last day client worked: 
Last date advisor team contacted: this feed currently down 
Date Client Registered: 


		

	



	

		

			
 Program Information:


Password:

Resent User Welcome Email (takes up to 5 min to receive):



Memberships:


		

	


			
No membership levels found.



		

	

		



	

		
Files

		

			
			


 


Note: Refresh Page to see new files just uploaded





		

		

	


		

	



	

		

			
		

	



	

		



	

		
Step 1: Business Foundation

		

			
	

		

			
Entity Type: 


Company:


Business Address: 


Business Phone: 


Toll Free (optional): 


Fax (optional): 


Submit Phone to 411: 


Website: Feed Currently Down 


Email: 


Business has EIN#?: 


Business License?: 


Merchant Services?: 


Business has Bank Account? 


Step 1 Wrap-up questions: 




		

	


		

	


		

	



	

		



	

		
Step 2: Establish Business Credit Reports

		

			
	

		

			
Established Business Experian Report?: 


Established D & B Report?: 


Established Business Equifax Report? : 


Business Information listed correctly on business credit reports?: 




		

	


		

	


		

	


	

		



	

		
Step 3: Monitor & Read Business Credit Reports

		

			
	

		

			
Does the business have a D & B paydex score?: 


Current Paydex Score: 


# of Reporting D & B tradelines : 


# of Experian Tradelines Reporting: 


# of Equifax Tradelines Reporting: 


Monitoring D & B?: 


Monitoring Experian?: 


Monitoring Equifax?: 




		

	


		

	


		

	


	

		



	

		
Step 4: Build Business Credit Round 1

		

			
	

		

			
Date Applied: Feed Currently Down 


Trade Accounts Applied for: 


Approved Accounts: 


Amount Approved: 


Accounts Declined: 




		

	


		

	


		

	


	

		



	

		
Step 4: Round 2

		

			
	

		

			
Date Applied: 


Trade Accounts Applied for: 


Approved Accounts: 


Amount Approved: 


Accounts Declined: 




		

	


		

	


		

	


	

		



	

		
Step 5: Round 3

		

			
	

		

			
Date Applied: 


Trade Accounts Applied for: 


Approved Accounts: 


Amount Approved: 


Accounts Declined: 




		

	


		

	


		

	


	

		



	

		
Step 5: Round 4

		

			
	

		

			
Date Applied: 


Trade Accounts Applied for: 


Approved Accounts: 


Amount Approved: 


Accounts Declined: 




		

	


		

	


		

	


	

		



	

		
Finance Blue Print

		

			
	

		

			
How Much?: 


How Soon?: 


How will you use the financing?: 


Date Business Started: 


Business Entity Name: 


Business Address: 


Industry: 


Business Structure: 


Gross Monthly Revenue: 


Outstanding invoices with businesses: 


Amount of outstanding Purchase Orders (PO): 


Value of equipment: 


Age of equipment: 


Equipment Description: 


Own Commercial RealEstate?: 


Experian Personal Credit Score: 


Equifax Personal Credit Score: 


Transunion Personal Credit Score: 


401k Value: