Credit Client Fact Find and Assessment Form
This Credit Client Fact Find and Assessment Form is a comprehensive questionnaire used to capture all the information required to make a credit worthiness decision.
5,000 Companies save time and money with GoCanvas
Includes personal information, income details, monthly income and expenses, assets and liabilities, signature capture and more. The app can be used to capture data for either one or two applications. Another helpful app to try is our capture client information form.
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“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”