Game Plan Call Notes

SALES: REQUIRED

Complete form below while requesting processing.

🛑❗️DON'T MOVE FORWARD IF YOU CAN'T SAY 'YES' TO ALL BELOW

• Checked that SOS (DCCA) and hitax.hawaii.gov Have No Issues Or Red Flags For Lenders (i.e. recent member change, non-filings, mismatching information, etc.) + Notify Client

• Confirmed ALL Current Members And Provide Notes For RECENT Member Changes

• Photo ID (ALL APPLICANTS) & Articles of Organization In Dropbox.com

• All Other Needed Documents Are In Dropbox.com (w/exception of BOLT) Or Will Request Below

• Committed to Providing Complete & Clear Info Below

❗️NOTE: Any missing docs can be requested by client at the bottom of this form.❗️ *

Yes to All Above

# funding sources to get started w/ processing right NOW? *

1

2

3

4

❗️ Do NOT include any deals you do not want submitted at this point in time. ❗️

Nature of Business (Best Worded For App Approval) *

Client Email *

Amount Requesting 1 (IN THOUSANDS) *

⬆️ i.e. input "50" for $50K ⬆️ This is a part of an auto-calculation.

Potential Lead Value: Deal 1 ONLY *

Amount Requesting 2 (IN THOUSANDS) *

⬆️ i.e. input "50" for $50K ⬆️ This is a part of an auto-calculation.

Potential Lead Value: Deal 2 ONLY *

Amount Requesting 3 (IN THOUSANDS) *

⬆️ i.e. input "50" for $50K ⬆️ This is a part of an auto-calculation.

Potential Lead Value: Deal 3 ONLY *

Amount Requesting 4 (IN THOUSANDS) *

⬆️ i.e. input "50" for $50K ⬆️ This is a part of an auto-calculation.

Potential Lead Value: Deal 4 ONLY *

Any Other Notes Needed To Set Up Processor for SUCCESS *

⬆️ i.e."Working capital", "Debt consolidation", "Submitting CPB now but wait for approval, may go to ASB later", etc. ⬆️

Additional Files We Need From Client Now (Optional)

⬆️ IF files needed field contains any text, an email and SMS will send out to client to upload to Dropbox. ⬆️

CPB Preferred Client Communication *

Text (Easiest for Reyn)

Call

CPB Only: PBF Notes For Reyn (If applicable)

Create New HighLevel Lead Not Yet In HL!

If you are a small business owner in the US or Canada looking for financing to complete your next big project, contact Pacific Business Funding today at (808) 397-4724! We would be happy to discuss your goals and help you develop a financing solution that is right for you.

(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

Navigate today's financial space with Pacific Business Funding. We provide personalized, holistic solutions tailored to your needs.

Call +1(808) 397-4724 to grow your revenue now!

(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

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