Client Information Sheet

Company Name   Website

Name  Title
Work Phone     FAX    E-mail   

We value your time, so: What is the best form to contact you? Email, cell phone or office, times/days? What is your preferred way to work with you?  Do you have an alternate contact - assistant, office manager we should work with?        
Average Monthly Sales ?                     Length of Time in Business          
Please describe your product or service

Do you currently offer a finance program? Yes No  - If yes, is it managed? In-house Other

Do you currently sell these receivables? Yes No
If yes, what are the terms with the finance company? Discount            %, Reserve             %
If no, would you like to sell your receivables? Yes No
Size of Contract:  Average $             Down Payment $          

What is the average term of each contract?           months.  Average interest rate %

What is your monthly volume in finance contracts? $          

What is the typical profile of your customer?

        

What do you do with delinquent accounts or write offs? Send to agency Collect in-house Nothing Other, explain        
How much bad debt do you have in-house? $             With an agency?  $
If you have in-house receivables, do you currently utilize a loan servicing company to bill your portfolio? Yes No

Use the section below to include any additional notes or comments you would like us to be aware of - timing of need, urgency, immediate plans, etc.

 

Sorry folks!  We are technically challenged!  Please print out your completed profile and fax it to us at 916-580-3643 or Telephone us with the information 916-772-8243 or Toll Free at 866-653-6169.

 

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