Get Quail Broker Form

Filling out the Quail Broker Form online can streamline your application process. This guide provides clear, step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete the Quail Broker Form.

1. Press the ‘Get Form’ button to access the Quail Broker Form and open it in your preferred online editor.
2. In the 'Applicant' section, provide your legal business name and any trade name, followed by your address, phone number, and type of business. Indicate whether your business is a sole proprietorship, partnership, corporation, or another type.
3. Enter your Federal Tax ID and indicate the number of years your business has been operating. Fill in your website information if applicable.
4. Under 'Personal Information,' list the names, titles, and contact information of principals, officers, or guarantors. Note the ownership percentages and specify whether they own or rent their residences.
5. In the 'Company Bank Reference' section, attach your last three months of business bank statements, specifically the first page that shows the activity summary.
6. For 'Funding Source References,' provide the names and contact details of lenders, including the dates you began working with them and the annual volume, listing multiple lenders as needed.
7. Fill out the marketing information, including types of equipment, number of employees, and average monthly volume, along with any bureau reports and scoring models you utilize.
8. Read and sign the declaration section, acknowledging the accuracy of the information provided. Ensure that your signature, printed name, title, and the date are included.
9. After reviewing your completed form, save your changes, then download or print the form for your records. You can also share it via the provided email or fax it to the specified number.

Begin your application by filling out the Quail Broker Form online today.