Below is an example of the measures we take to insure your company receives the leads according to your funding guidelines. This insures a higher rate of success and effiency to meet ROI goals. We only send you leads that you can fund !
| Buyer | XYZ - SAMPLE ONLY |
| Company | XYZ MERCHANT FUNDING, INC. |
| Website | www.xyzmerchantfunding.com |
| Delivery Email | info@xyzmerchantfunding.com |
| Contact | Mike Smith |
| Primary Phone | (212) 999-9999 |
| Secondary Phone | (212) 777-7 Direct |
| mike@xyzmerchantfunding.com | |
| Secondary Contact | Joe Adams |
| Primary Phone | (212) 888-8888 |
| Secondary Phone | (212) 999-9999 |
| joe@xyzmerchantfunding.com | |
| Organization Type | Direct Lender |
| Time in Business | 1 yr. |
| How many Reps | 8 |
| Plans on Growth Fund | 2 Million Monthly |
| Notes | Mike wants leads ASAP |
| Projected Orders | As many as possible |
| Spoke with | Mike & Joe |
| Lead Type | Exclusives and 2-Party |
| Trial Order | In Progress |
* merchant list on another form
| Underwriting Details | Minimum Requirements |
| Current Mortgage Lates: | No Lates |
| Tax Liens: | On A Payment Plan |
| Current Cash Advance: | 50% Rule |
| Under 500 Score: | No |
| BK Discharge: | 1 Day |
| Minimum Batches: | 12 Batches |
| Credit Criteria: | Poor-Excellent |
| High Ticket: | Yes, $500 MAX |
| Max Advance: | 150% |
| Business Age: | 6 months |