The pre-qualifier worksheet is designed to identify the client and purpose for seeking funding. In addition to basic client information, including name, location, phone number, fax, and email address, the worksheet requests information regarding the nature of the transaction (purchase, finance, real estate, construction, etc.) and the amount requested for funding. Clients may also provide additional details, if applicable, such as a proposed down-payment or equity amount, total purchase price, collateral market value, number of units, property use, and business income and expenses.
The worksheet provides a space for clients to describe business plans in detail, as well as any additional comments and applicant information. Once submitted, Kilpatrick and Hart guarantees the privacy of the information provided on the worksheet, and will not sell the information to third parties.
Visit KilpatrickandHart.com to access the pre-qualifier worksheet.