First Name
*
Last Name
*
Phone
*
Email
*
Address
*
City
*
State
*
Postal code
*
First Financial Consultant
Who are you working with at First Financial?
Are you US citizen?
*
Yes
No
Do you have your Permanent Resident / Green Card?
Yes
No
N/A
Are you married?
*
Yes
No
Are you divorced or legally separated?
*
Yes
No
N/A
Date of divorce if applicable
Are you currently employed?
*
Yes
No
Are you a home owner?
*
Yes
No
Are you employed by the Federal Government?
*
Yes
No
Are you or were you a member of the military?
*
Yes
No
If you are a Veteran do you have your DD214?
Yes
No
N/A
If you are a Veteran were you honorably discharged?
Yes
No
N/A
Have you experienced a bankruptcy?
*
Yes
No
Do you have a previous Short Sale or Foreclosure?
*
Yes
No
Are you currently Involved in any pending litigation?
*
Yes
No
Have you defaulted on a Government or Student Loan?
*
Yes
No
Have you ever been convicted of an offense other than a traffic violation?
*
Yes
No
Has your spouse ever been convicted of an offense other than a traffic violation?
*
Yes
No
What is your Credit Score?
*
Do you know the number of credit inquiries in the last 9 months?
What is your total Credit Card Debt?
*
$
What is your spouses total Credit Card Debt?
$
What is your Yearly Income?
*
$
What is your spouses Yearly Income?
$
Total cash on hand? (Checking and/or Savings)
*
$
Total of any Investment funds?
*
$
Total of any Retirement funds?
*
$
What is the value of the Equity in your home?
$
Are there additional Assets you would like to list?
$
Are you paying Child Support?
Yes
No
N/A
Are you current with any Child Support payments?
Yes
No
N/A
Are you receiving any Child Support?
Yes
No
N/A
Are you current on your Taxes?
*
Yes
No
Loan Amount
$
Are you buying a Franchise?
Yes
No
If so, has the franchise already been purchased?
Yes
No
What is the Franchise you are interested in purchasing?
(What Franchise Client is Pursuing?)
Will you be the Sole Owner of the new business?
Yes
No
If you will have a Business Partner(s) what is their percentage of ownership?
Will you need an Equipment Lease?
Yes
No
N/A
If Leasing what type of Equipment will be needed?
Do you currently own another business?
Yes
No
If so, how many businesses do you own?
Per the latest tax return, what is the profit or loss of the business?
$
Have you ever applied for a PPP or EIDL loan?
Yes
No
Do you live in an HOA? (Required if this will be a home based business)
Yes
No
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