Consumer Financing Evaluation Form
Full Name
*
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This is a required question
Last Name
*
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This is a required question
Contacts to Discuss Financing
*
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This is a required question
Company Name
*
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This is a required question
Date Of Inc
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This is a required question
What States do they operate in?
*
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This is a required question
DBA name
*
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This is a required question
Describe the products or services you offer:
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This is a required question
Do you have a refund policy?
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Yes
No
If Yes, please describe your refund policy:
Is the customer required to sign to agree to the refund policy?
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Yes
No
If Yes, please provide a copy of the signed agreement:
Lending Specialist? Who is the Agent on this Opportunity?
Phone Number
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Enter a valid phone number
Average Ticket Size
Are you currently Offering Financing?
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Yes
No
Financing over 30k a month?
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Yes
No
Current Lenders
Most important Finance Request. Pick 3 most important
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"Soft Pull" Pre qualification without affecting credit
Amount of Approval
Approvals % of Approvals of Applicants
Available Promotions - Same as Cash
Customer Service of Lender - Lender Support
Ease of Process
Low Dealer Fee
Merchant liability – Chargebacks Compliance Risk management
Payment amount to Customer APR
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This is a required question
Marketing Strategies Used
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Web
Print
SEO
Social media
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Estimated Monthly Financing
Daily Financed Applications Rejected
Sales Process
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In Store Retail
On Line
Call Center
In Home
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Type of Financing Needed
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First Look - Prime
Second Look - Near Prime
Third Look - Subprime
No Credit Needed
All of the Above
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This is a required question
What are you most interested in?
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Approvals
Approval amounts
Cost to me
Rates to customers
Ease of process
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Min Ticket
Max Ticket
Overview of Opportunity
Special Requests
Special Requests
*
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* Indicates required field
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