Standard Questions

• Name, address, photo ID, SS #

• Deaths, Inheritances, Tax Refunds

• Employment & Income verification, Tax returns, dependents, family size

• Repayments to family & friends

• Valuations, full disclosure of debts & assets

• Business Assets/Income/Expenses

• About 6 minutes

• Can start on time or 2 hours late.

• Balance Transfers. When did you stop using credit cards? Did you review schedules before signing?