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Home
Referral Intake
Current Rates
Commercial Finance
Recently Funded
Testimonials
The Unblog
Media
Glossary
About
Team
Contact
REFERRAL INTAKE FORM
UnBankers Prequalifying Questionnaire for Discovery Phone Calls
Referring Party Name
*
Name of Client's Business
*
Client Contact Name
*
First Name
Last Name
Client Contact's Email
*
Client's Contact Number
(###)
###
####
Loan Amount Requested?
What is the capital for?
Select...
Company Acquisition
Inventory
Receivables
Equipment Purchase
Working Capital
Staffing
Marketing
Real Estate
Other
If other, please explain
When is it needed?
30 days
60 Days
90 Days
120 Days
What is the age of the company?
What was the Gross Revenue for the previous fiscal year?
What was the Net Revenue for the previous fiscal year?
How many full years of accountant prepared financial statements do they have completed?
Does the client have any current bank loans, private loans or lender relationships?
No
Yes
If Yes, select what applies:
LOC
Commercial Mortgage
Receivables Financing
PO Financing
Equipment loans
Merchant loans
Inventory
Other...
If Other...explain
Do they have new contracts or pending contracts, new purchase orders or new customers who will increase their revenue by more than 20% next year?
Does the shareholder(s) have good credit history?
Do they have a comprehensive business plan?
NOTES
STORY
for UNDERWRITING Purpose
Thank you!
