Credit Client Fact Find and Assessment Form

Form Template

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.

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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.

Features
  • Signature Capture
  • Calculations
  • Submission Editing
  • Reference Data
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

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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.”

Dave Kramer, PennLine Service

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