LOK | Business Funding Referral

Who is referring the Prospect
Referral Name Referral Name First Last
Referral Email
About the Prospect
Name Name First Last
Phone Phone - ### - ### ####
Email
What language are they most fluent in?
Are they trying to purchase a home?
What is the goal date on closing on the loan? What is the goal date on closing on the loan? / MM / DD YYYY
When is the best time to reach them?
About the Problem
Tell us a little more about the problem your client is having
Do you know what company is filing the lawsuit?

Midland, LVNV, Capital One. Discover etc
Upload any lawsuit documents they have given you

Attach Files
Do you know who the judgment creditor is?
Are they currently selling their home or refinancing their home?
Upload any documents they brought you

Attach Files
Are there any specific creditors that you or your underwriting are concerned with?
Upload a Credit Report

Attach Files
Tell us why you think they need an attorney
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