Consultation Call Notes

SALES: REQUIRED

Complete all notes below while on your consultation call.

PBF Internal Consultation Form

Sales Rep: START HERE *

Jason Zeager

Henry Faivre

Moani Danielson

Leihua Griffith

Russ Kimura

Wendell Au

Lead First Name *

Lead Last Name *

Lead Business Name *

Characters not allowed include: " * : < > ? / \ | Please omit and use plain text (standard characters) instead.

Lead Email *

Phone

Are they located in Hawai'i? *

Yes

No

Sales Team Notes & Preliminary Game Plan:

Is Lead Interested In Moving Forward Now, Later, or not Interested? *

Interested Now

Interested Later

Not Interested

Do We Still Need Lead's PBF Credit App? *

Yes, needs credit app

No credit app needed

Will Lead Be Applying With A Co-Applicant? *

Yes

No

Co-Applicant Full Email *

Co-Applicant Full Name *

Files we need from client: *

Photo ID

Proof of EIN

Experian Credit Report

Articles of Organization/Incorporation

Personal: 3 Months Bank Statements

Business: 3 Months Bank Statements

Personal Tax Return: Past 1 Year

Business Tax Return: Past 1 Year

Personal Tax Return: Past 2 Years

Business Tax Return: Past 2 Years

Personal Financial Statement

Debt Schedule

Additional Files We Need From Client (if not listed above):

Follow Up Date: *

SALES: REQUIRED - Complete all notes below while on your consultation call.

PBF Internal Consultation Form

Sales Rep: START HERE *

Jason Zeager

Henry Faivre

Moani Danielson

Leihua Griffith

Russ Kimura

Wendell Au

Lead First Name *

Lead Last Name *

Lead Business Name *

Characters not allowed include: " * : < > ? / \ | Please omit and use plain text (standard characters) instead.

Lead Email *

Phone

Are they located in Hawai'i? *

Yes

No

Sales Team Notes & Preliminary Game Plan:

Is Lead Interested In Moving Forward Now, Later, or not Interested? *

Interested Now

Interested Later

Not Interested

Do We Still Need Lead's PBF Credit App? *

Yes, needs credit app

No credit app needed

Will Lead Be Applying With A Co-Applicant? *

Yes

No

Co-Applicant Full Email *

Co-Applicant Full Name *

Files we need from client: *

Photo ID

Proof of EIN

Experian Credit Report

Articles of Organization/Incorporation

Personal: 3 Months Bank Statements

Business: 3 Months Bank Statements

Personal Tax Return: Past 1 Year

Business Tax Return: Past 1 Year

Personal Tax Return: Past 2 Years

Business Tax Return: Past 2 Years

Personal Financial Statement

Debt Schedule

Additional Files We Need From Client (if not listed above):

Follow Up Date: *

(808) 397-4724

111 Hekili St. Suite A #2303

Kailua, HI 96734

[email protected]

Mon - Thurs: 7am - 4pm HST

Friday: 7am - 3pm HST

Sat - Sun: Closed