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Business Profile

Business Details

Name

[memb_contact fields=FirstName,LastName separator=” “]

Company

[memb_contact fields=Company]

Phone

[memb_contact fields=_BusinessPhone]

Birthdate

[memb_contact fields=Birthday]

Finance Blueprint

Finance point of contact:

[memb_contact fields=FirstName,LastName separator=” “]

Brief Synopsis

[memb_contact fields=_Briefsynopsisfinance]

How much financing do you need?

[memb_contact fields=_Howmuchfinancingdoyouneed]

How will you use the financing?

[memb_contact fields=_Howwillyouusethefinancing]

Date business started:

[memb_contact fields=_YearBusinessStartedMMDDYY]

Business entity name:

[memb_contact fields=_BusinessEntityName]

Business Structure:

[memb_contact fields=_BusinessStructure]

Business Bank Account Name:

[memb_contact fields=_Businessbankaccountname]

Business address:

[memb_contact fields=StreetAddress1], [memb_contact fields=StreetAddress2]
[memb_contact fields=City], [memb_contact fields=State] [memb_contact fields=PostalCode]
[memb_contact fields=Country]

Industry:

[memb_contact fields=_Industry]

Gross monthly revenue:

[memb_contact fields=_GrossMonthlyRevenue]

Outstanding invoices with businesses:

[memb_contact fields=_Outstandinginvoiceswithbusiness]

Amount of outstanding purchase orders (PO):

[memb_contact fields=_Outstandingpurchaseorders]

Step 1 – Business Credibility

Entity type:

[memb_contact fields=_BusinessStructure]

Industry:

[memb_contact fields=_Industry]

Date business started:

[memb_contact fields=_YearBusinessStartedMMDDYY]

Company

[memb_contact fields=Company]

Business Address:

[memb_contact fields=StreetAddress1], [memb_contact fields=StreetAddress2]
[memb_contact fields=City], [memb_contact fields=State] [memb_contact fields=PostalCode]
[memb_contact fields=Country]

Business phone:

[memb_contact fields=_BusinessPhone]

Business phone provider:

[memb_contact fields=_Businessphoneprovider]

Toll free number:

[memb_contact fields=_Tollfreenumber]

Fax (optional):

[memb_contact fields=Fax1]

Business website:

[memb_contact fields=Website]

Business email:

[memb_contact fields=EmailAddress2]

Business EIN:

[memb_contact fields=_EINorTaxIDnumber]

Business license:

[memb_contact fields=_BusinessLicense1]

Merchant account provider:

[memb_contact fields=_MerchantAccountProvider]

Step 2 – Establish Business Reports

DUNS #

[memb_contact fields=_DUNS]

Is the D&B info correct?

[memb_contact fields=_IstheDBinfocorrect1]

Does your business have a Business Experian profile?

[memb_contact fields=_DoesyourbusinesshaveaBusinessExperianprofile1]

Experian BIN (business identification number):

[memb_contact fields=_ExperianBINBusinessIdentificationNumber]

Does your business have a Business Equifax Profile?

[memb_contact fields=_DoesyourbusinesshaveaBusinessEquifaxprofile1]

Step 3 – Start Building Credit: Round 1

Trade accounts applied for:

[memb_contact fields=_Step3tradeaccountsappliedfor]

Approved accounts:

[memb_contact fields=_Sep3approvedaccounts]

Declined accounts:

[memb_contact fields=_Step3declinedaccounts]

Decline reasons:

[memb_contact fields=_Step3declinereasons]

Amount approved:

[memb_contact fields=_Step3amountapproved]

Did you offer a personal guarantee?

[memb_contact fields=_Step3didyouofferapersonalguarantee1]

Step 4 – Monitor Business Reports

D&B monitoring login and password:

[memb_contact fields=_Step4DBmonitoringloginandpassword]

Paydex Score:

[memb_contact fields=_Step4PaydexScore]

# of D&B tradelines reporting:

[memb_contact fields=_Step4ofDBtradelinesreporting]

Experian monitoring login and password:

[memb_contact fields=_Step4Experianmonitoringloginandpassword]

Experian score:

[memb_contact fields=_Step4ExperianScore]

# of Experian tradelines reporting:

[memb_contact fields=_Step4ofExperianTradelinesreporting]

Equifax monitoring login and password:

[memb_contact fields=_Step4Equifaxmonitoringloginandpassword]

Equifax score:

[memb_contact fields=_Step4EquifaxScore]

# of Equifax tradelines reporting:

[memb_contact fields=_Step4ofEquifaxtradelinesreporting]

Step 5 – Building Credit: Round 2

Trade accounts applied for:

[memb_contact fields=_Step5tradeaccountsappliedfor]

Approved accounts:

[memb_contact fields=_Step5approvedaccounts]

Declined accounts:

[memb_contact fields=_Step5declinedaccounts]

Decline reasons:

[memb_contact fields=_Step5declinedreasons]

Amount approved:

[memb_contact fields=_Step5amountapproved]

Did you offer a personal guarantee?

[memb_contact fields=_Step5didyouofferapersonalguarantee1]

Step 6 – Advanced Building: Round 3

Trade accounts applied for:

[memb_contact fields=_Step6tradeaccountsappliedfor]

Approved accounts:

[memb_contact fields=_Step6approvedaccounts]

Declined accounts:

[memb_contact fields=_Step6declinedaccounts]

Decline reasons:

[memb_contact fields=_Step6declinereasons]

Amount approved:

[memb_contact fields=_Step6amountapproved]

Did you offer a personal guarantee?

[memb_contact fields=_Step6didyouofferapersonalguarantee1]

Step 7 – Revolving Accounts: Round 4

Trade accounts applied for:

[memb_contact fields=_Step7tradeaccountsappliedfor]

Approved accounts:

[memb_contact fields=_Step7approvedaccounts]

Declined accounts:

[memb_contact fields=_Step7declinedaccounts]

Decline reasons:

[memb_contact fields=_Step7declinereasons]

Amount approved:

[memb_contact fields=_Step7amountapproved]

Did you offer a personal guarantee?

[memb_contact fields=_Step7didyouofferapersonalguarantee1]