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Vehicle Acquisition Intake

This form must be completed in full, if this isn't a business purchase skip that section. Please be sure to read the form as filling it out for accuracy.

Type of Purchase:
Business
Personal
Type of residence
I Rent
I pay Mortgage
I live rent free
Birthday
Are you employed
Yes
No
Pay Frequency from job
Weekly
Bi-weekly
Monthly
Annually
Do you currently own a vehicle?
Yes
No
Do you wish to trade current vehicle in?
Yes
No
Do you know you FICO score?
Yes
No

If you have unfavorable credit we will notify you of solutions and our expert advice on how you should move forward

Business Information Section-must complete if business vehicle purchase

Date Business opened legally
Entity Type
Sole Prop
LLC
LLP
Corporation
Non-Profit
If you don't have a profit and Loss would you like a quote from us to complete the business books
Yes
No
If taxes not filed would you like us to file them for you?
Yes
No
Have you built business credit for business
Yes
No
If no would you like a quote from us to build your business credit
Yes
No
Paid for with my plan

Purchase Details

Funding Type
Lease
Fiance
If business is this tax strategy purchase
Yes
No
Vehicle Type
New
Used
Do you desire to put money down?
Yes
No
Do you have insurance if business you need commercial insurance
Yes
No
Do you desire warranties and packages, Gap Insurance
Yes
No

Disclaimers & Other Info:

Once form completed will be reviewed within 24 business hours only (unless expedited service paid for), you will have a meeting with team to go over form and options. After call we will begin to service your plan and acquiring the vehicle unless there are discrepancies we find that need to be adjusted . You understand that our time is important and if we are delayed we can invoice you for the delay in time we ask that any communication we send you respond as quickly as possible. We do not refund for our time. If your credit isn't qualifying you may need a co-signer unless you choose to get qualified on your own

Date and time
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