PREMIUM FINANCIAL ADVISORS • CREDIT INTAKE

Tell Us About Your Credit. Tell Us Your Goal.

Complete this intake before your credit review so Premium Financial Advisors can better understand your current concerns, financial goals and the areas you want help reviewing.

VIEW CREDIT RESOURCES → BACK TO CLIENT PORTAL

CREDIT CLIENT INTAKE

Let's Understand Your Current Credit Situation.

Credit Services Intake

Complete the information below before your credit review. Do not enter Social Security numbers, passwords, or full account numbers into this page unless it has been connected to an approved secure intake system.

Client Information

Full Name

Email Address

Phone Number

Preferred Contact Method

Current Credit Profile

Do You Currently Monitor Your Credit?

Do You Have All 3 Credit Reports?

Approximate Credit Score Range

How Many Credit Cards Do You Have?

Do You Have Late Payments?

Do You Have Collection Accounts?

Do You Have Charge-Offs?

Do You Have Recent Hard Inquiries?

Balances & Debt

Approximate Credit Card Balances

Approximate Total Credit Limits

Do You Have Auto Loans?

Do You Have Student Loans?

Do You Have Personal Loans?

Do You Have Mortgage Debt?

Your Credit Goal

Primary Goal

How Soon Is This Goal?

Tell Us More About Your Goal

Credit Report Concerns

Do You See Accounts You Don't Recognize?

Do You Believe Some Information May Be Inaccurate?

Have You Previously Disputed Items?

Have You Worked With a Credit Company Before?

Describe Any Credit Report Concerns

Credit & Financial Habits

Do You Usually Pay Bills On Time?

Do You Carry Credit Card Balances Month to Month?

Have You Applied for New Credit Recently?

Do You Have a Monthly Debt Payoff Budget?

Credit Report Access

For a detailed review, your credit reports may be needed. You can access federally authorized credit reports through AnnualCreditReport.com or use the upload area after obtaining your reports.

GET MY CREDIT REPORTS → UPLOAD CREDIT DOCUMENTS →

Client Acknowledgment

I understand that Premium Financial Advisors cannot guarantee a specific credit-score increase, deletion, financing approval, interest rate, or lending result. I understand that this intake does not replace a complete review of my credit reports and financial situation. I understand that I should not enter Social Security numbers, passwords, full account numbers or other highly sensitive information into this page unless it is connected to an approved secure intake system.

Credit intake completed on this page. Connect this form to the live secure credit-intake system before using it for real client submissions.

PREPARE FOR YOUR REVIEW