[paulbrickman]

I want to make a formatted notepad with all the main questions to be ready to ask before hopping on a call with a new merchant.

Mainly for unexperienced ISO's

What has worked for you in the past?

[wallerbusiness]

You need to zoom with me. Ill show you how to do it! Let me know when your ready. I will do it live.

[SendDocsPlox]

Just tell them you have a 250K LOC @ 1% APR over 30 years after they take a 10K 10 day 1.599 with 20% UW Fees, that works for a lot of guys on here lmao

[Olderguy]

Hi my name is ______from __________and I'm calling to see if you need money for your business.....can you use $25K or more, or less than $25K?

What is the exact amount you need?

And the use of funds is?____________

(indicate all that apply)...
Working capital
Expansion
Inventory
Payroll
Debt
Equipment
Other needs

What is your average monthly deposits - average for each of last 2 months?

Any negative days or over drafts in the last 60 days? How many?

Do you have any working capital loans now and if so what's the total amount due................

Date of last W/C loan?

Number of W/C loans you currently hold?

Have you ever defaulted or put on a payment plan for any W/C loan?

Is your Fico score 660 or higher?
620 or higher?
Below 620?

What rate and term do you think you qualify for? - what are you expecting?

Did you make money, lose money or break even on your most recent business tax return or 2022 P & L?

Are you the majority owner or business decision maker?

(sometimes you may want to move this up under your opening - I prefer not to do that as it may create an initial qualification negative vibe)

[Shorebird]

"Just tell them you have a 250K LOC @ 1% APR over 30 years after they take a 10K 10 day 1.599 with 20% UW Fees, that works for a lot of guys on here lmao"

This is the way!