Credit Strategy Session Intake
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This confidential intake takes about 2–3 minutes and allows our team to prepare a personalized credit compliance and strategy review before your consultation.

We review a limited number of credit profiles each week to ensure every client receives a thorough, personalized strategy consultation.

— Confidential Client Intake —

Preparing for Your Personalized Credit Strategy Consultation

Complete this brief intake so our team can review your credit profile and prepare a tailored strategy for your consultation. Your information is kept confidential and used solely for credit evaluation purposes.

CLIENT CREDIT OBJECTIVES

What is your primary credit goal?

Buying a home

Purchasing a vehicle

Optimizing my credit profile

Removing negative items

Business funding

Basic Information

Full Legal Name

What is your phone number

What is your email address

CREDIT PROFILE OVERVIEW

Do you have an Experian Credit Monitoring Account

Yes

No

Are you able to access your full Experian credit report during your consultation?

Yes — I can log in and access my report

I will create an Experian account before the consultation

No — I will need assistance accessing my report

Preparation Note: Your consultation includes a live review of your Experian credit report. Please ensure you can log into your Experian account during the session so we can properly assess your credit profile.

What concerns or items within your credit profile would you like our team to review?

Credit Score Range

What is your approximate current credit score range?

Below 580

580 – 619

620 – 659

660 – 699

700 – 739

740+

Tip: If you’re unsure, you can check your score inside your Experian account before your consultation.

STRATEGY & TIMELINE

What timeline are you working within for your credit strategy goals?

Immediately / urgent

Within 3 months

Within 6 months

Within 12 months

Long-term planning

If our consultation identifies a clear path to achieving your credit goals, are you prepared to move forward with a professional strategy plan?

Yes — I’m ready to move forward if it’s the right fit

Possibly — I want to learn more first

I’m exploring options at this time

Financial Goals

Many clients seek to leverage improved credit for funding opportunities such as business capital, real estate, or strategic financing.

Are you interested in accessing funding opportunities once your credit profile is optimized?

Yes — Business funding

Yes — Personal funding

Yes — Both business and personal funding

Not at this time

Do you currently own a business or plan to start one within the next 12 months?

Yes — I currently own a business

I plan to start one

No

Authorization & Client Acknowledgements

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I authorize the FFS Credit team to review my credit reports for potential reporting inaccuracies and compliance issues under the Fair Credit Reporting Act (FCRA).

I understand this service provides credit compliance analysis and dispute documentation and does not guarantee specific credit score results.

I understand the next step is to schedule a Credit Strategy Consultation and pay the $149 consultation fee, which will be applied toward my service package if I enroll.

Please provide your signature below

Signature

Today's Date

Next Step: You will be prompted to schedule your Credit Strategy Consultation.

Your consultation includes a professional credit profile review, identification of potential reporting violations, and a personalized strategy discussion designed to help you achieve your credit goals.

All consultations are conducted by experienced credit compliance professionals.

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