Qualified Lead - App Out - Excel Capital Management
108 Greenwich St., 5th Fl New York, NY 10006
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877-880-8086
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Qualified Lead – App Out

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Qualified Lead App Out
Sales Agent:

Lead Source

Assigned to

Account Name

State

First Name

Last Name

Best Time to Follow Up

Phone

x

Cell Phone

Email

website

product / Service sold

Use of funds

Requested Advance Amount

Gross Monthly Volume

Does Business Accept CC

Monthly Credit Cards Sale

Funding Deadline
g


(yyyy-mm-dd)

estimated credit score

Description

Other

1st position Funder

1st position balance

1st position Fund amount

1st position PB amount

1st position Remit

2nd position funder

2nd position fund amount

2nd position Balance

2nd position PB amout

2nd position Remit

Additional Advance Info

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