Walk through each question with the customer. We'll show you which requirements are met, which need a second look, and exactly what to do next.
We use this to size the down payment and monthly payment.
Enter the amount they pay per month.
How much they contribute per month (rent, utilities, etc.).
Enter 0 if no car payment.
Enter 0 if none.
Current monthly rent amount.
Driver's license, state ID, or passport. International IDs also accepted.
Before we can move forward, we'll need a short email from the family member confirming:
We use the net income shown on Schedule C — after all business expenses are deducted — not the gross. Ask for both numbers; we'll qualify on the net.
Before ending the call, check if they have any of these:
Fill in customer details below, then save this pre-qualification to the CRM.