Intake Questionnaire Library
Fill in before reading:
"Hello, this is [your name] calling from the origination team at Forward Motion Lending. You recently spoke with [Lexie or Terry on Social Media] regarding financing for a [__________ loan], and I'm reaching out to help move that forward.
First of all, thank you for connecting with us—we're excited about the opportunity to work with you on this project.
Let me quickly walk you through our process of how to get started so you know exactly what to expect. While I have you on the phone, I'll gather the details of your loan request and the specifics of the transaction. Based on that information, our team will prepare preliminary terms tailored to your project and send them to you in writing via email.
Once you've reviewed and accepted those general terms, we'll formally begin the process, and I'll be your primary point of contact for communication, updates, and next steps.
In some cases, we may need a small amount of upfront documentation before issuing terms. If that applies to your loan, we'll clearly outline what's needed and send those requests to you in writing as well.
With that said, let's get started."