While the fate of so many factoring companies is uncertain, we have a
New York based Factor that
is actively funding and looking for new factoring clients with
$1 Million – $50 Million in annual revenues.
Program Highlights:
Non-recourse
No credit line limit
Advance rates up to 75%
Speedy closing – under 2 weeks
No audits or financial statements
Prospective Factoring Client
Intake Checklist
- Date: __________________
- Name of Company: ______________________________________________________
- Address: _______________________________________________
- _______________________________________________
- Client Contact Name: _______________________________________________
- Client Contact Phone Number(s) (____) ______ – __________ office
- (____) ______ – __________ cell
- Client Contact Email Address: _________________________________________________
- Nature of Business: _____________________________________________________________
- _________________________________________________________________________________
- Use of Factoring Proceeds: _____________________________________________________
- Check One
- □ Sale of Goods
- □ Provider of Service
- Is sale pursuant to a Term Contract □ or a Purchase Order □?
- Number of Customers: ____________________________
- Annual Revenues: ____________________________
- Current Debt: ____________________________
- Are there any liens on Accounts Receivable? Yes □ No □
- If yes, describe____________________________________________________________
- ____________________________________________________________________________
- Gross Margin %: _______________
- Terms of Sale: □ 30 days □ 60 days □ Other_________________
- □ Accounts Receivable Aging (Please attach)
- □ Addresses for top 10 customers by sales volume (Please attach)
- Referring Broker: _______________________________________________________
PLEASE BE SURE TO ATTACH RECENT AR AGING AND CUSTOMER ADDRESSES
When complete, return to joe@joetufo.com
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