Funding Strategy Call Sheet

Internal Use Only.

Please ensure all credit metrics, login details, and consultation notes are entered accurately before submitting.

First Name *

Last Name *

Email *

Phone *

Notes *

How much funding? *

When *

Overall Credit Audit *

Negative Account? *

Yes

No

Has credit age *

Yes

No

Utilizations *

Transunion *

Equifax *

Experian *

SmartCredit Username *

SmartCredit Password *

Skool Invite *

Yes

No

Contract Signed *

Yes

No

Intake Filled Out *

Yes

No

Documents Uploaded *

Yes

No

Endorsed for Credit Repair *

Yes

No

Next Meeting *

Notes for Endorsement *

Fraud alerts *

Yes

No

Date Submitted *