Consultation Call Notes

SALES: REQUIRED

Complete all notes below while on your consultation call.

PBF Internal Consultation Form

Sales Rep: START HERE *

Jason Zeager

Leihua Griffith

Ryan Bright

Moani Danielson

Anna Miles

Anthony Kelly

Russ Kimura

Jarrett Rogers

Other (Will send email from "[email protected]")

Lead Source *

Other Lead Source

Referral Partner

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

Value

$

What is the total funding amount we're looking at?

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):

Important: Separate each document name with a comma (,). Do not use semicolons or spaces alone, as the automation requires commas to process each document correctly. (Ex: Marriage certificate, Voided check, Certificate of citizenship)

Follow Up Date:

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

PBF Internal Consultation Form

Sales Rep: START HERE *

Jason Zeager

Leihua Griffith

Ryan Bright

Moani Danielson

Anna Miles

Anthony Kelly

Russ Kimura

Jarrett Rogers

Other (Will send email from "[email protected]")

Lead Source *

Other Lead Source

Referral Partner

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

Value

$

What is the total funding amount we're looking at?

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):

Important: Separate each document name with a comma (,). Do not use semicolons or spaces alone, as the automation requires commas to process each document correctly. (Ex: Marriage certificate, Voided check, Certificate of citizenship)

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