The Money Tree
Client Profile
Date
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Month
-
Day
Year
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Personal Info:
Name
First Name
Last Name
Company/Franchise Name
Phone Number
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Area Code
Phone Number
Cell Phone Number
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Area Code
Phone Number
E-mail
City, State, Zip of Business Location
Capital Amount Requested
Last four of SS#
Annual Income of Principal
*
Income Source
Self-Employed
W-2 Employed
1099/Contract Employee
Retirement Income
Other (see below)
Any other source of income?
Please describe source and annual amount
Personal Credit Scores
You must activate a credit site account at www.creditchecktotal.com or www.experian.com and provide us with credentials via email to themoneytree.jill@gmail.com. We cannot move forward without this. Thank you for your cooperation.
How did you hear about us?
*
The bank statements and the paystubs are not a necessity for an estimate, but will be required if you move forward. To save time, we ask for them up front.
Please upload your last 2 paystubs
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Please provide any important details about your funding need
City, State, or Country where the transaction is located
Any previous/current military? You or immediate family?
Yes
No
Where do you do your personal banking?
How did you hear about us? (If a broker, please put broker's name)
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