File Submission Internal Version ONLY PAC Rep*Ron DavisonWill DutyKristen FerrisDustin BridgmanTony GibsonIs this Ron's Client*YesNoClient Name* First Last Programs Client is Moving Forward With:*ULOCTermULOC Min Range*ULOC Max Range*Term Min Range*Term Max Range*Fee Cap (if applicable)Funding Strategy*Maximum Amount of Funding? Preferred Term Loan Max Amount? Max Funding in Both Programs, etc.PAC Email (Yahoo or Gmail)*Email to be used on Applications Email AddressPassword Entity Establishment*YesNoC-Corp Created for 401k RolloverEntity Establishment Notes*Any Relevant Notes RE: Entity Formation / Filings If None put N/AEntity Request Form* Drop files here or Upload Entity Request Form IF it's not included with the Enrollment Application FormsType of Business / Industry*Type of Business / Nature of Business Disputes Required*YesNoYes - Prior to Term Loans3rd Party Credit Repair Required Prior to AppsCreditors/Accounts to be Disputed*List All Accounts to be DisputedCreditorCredit Limit / Collection BalanceRequired BalancePaid (Yes or No) Dispute Information Notes*Any relevant Information RE: Disputes / Strategy If None, put N/ANotes/Unusual Circumstances*App Info Sheet Drop files here or Enrollment Application*Enrollment Application Documents Drop files here or PreApp Request Form / Lead Sheet* Drop files here or Driver's License*Color Copy of Front and Back of State Issued DL or ID Card - All Four Corners Must Be Visible Drop files here or Credit Card* Drop files here or Front and Back Copies of Credit CardVoided Check*Color Copy of a Voided Personal Check with All Four Corners Showing - Business Accounts Prohibited Term Loan Funds will be deposited into this account upon approval Drop files here or Income Documents*Recent Pay Stubs, W2's, 1099's, 1040 Personal Tax Returns, All Other relevant Income Docs (SS, Pension, Disability, Retirement, Annuities, etc.) Drop files here or Recent Credit ReportCredit Report within 7 Days of File Submission Drop files here or BCL's / Letter of DeletionBalance Confirmation Letters and/or Letters of Deletion or Errors to be uploaded to Credit Bureaus / Disputes Drop files here or Miscellaneous DocumentsAll Relevant Documents Not listed In Previous Sections Drop files here or Who referred this client?*Naturals2Go-Phoenix-BurgerimNaturals 2 GoPhoenix Funding - MacPhoenix Funding - Dave or KimBurgerimNone of theseAffiliateAffiliate Sales Rep 1Do not complete this field if client is a referral of Burgerim or Phoenix Funding Source First Last Rep 1 EmailDo not complete this field if client is a referral of Burgerim or Phoenix Funding Source Rep 2Do not complete this field if client is a referral of Burgerim or Phoenix Funding Source First Last Rep 2 EmailDo not complete this field if client is a referral of Burgerim or Phoenix Funding Source
