Lead Qualification Sheet
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Find Existing Lead Qualification
Enter a name or email to check for an existing record.
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If a matching record is found, you'll be prompted
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Business Basics
Basic client and business information.
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Personal Credit
Personal credit information for the lead.
Late Pays - 12 Months
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Banking + Business Credit
Banking relationships and existing business credit.
Current BLOCs / Local Banks
Business Cards
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Current Business Debt
Existing MCA positions and other business debt.
Other Current Debt
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Capital Goals
Short-term and long-term funding goals.
Primary Use of Funds
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Assets / Opportunities
Equipment purchases and real estate opportunities.
Equipment Purchase
Real Estate / Equity
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General Notes
Any additional information about this lead.
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Qualification Details
Rep, qualification date, and current status.