Spouse's Name:
Work Phone:
Best Time to Call:
Who referred you to FranFund?:
Have you spoken with a FranFund consultant?:
If yes, please select the consultant from the list below::
List the Name(s) of Franchise(s) you are investigating or have invested in:
Estimated total investment amount:
Have you paid the franchise fee?:
If yes, how much?:
Are you currently employed?:
Is your spouse currently employed?
Do you plan on leaving your job?:
If yes, when do you plan on leaving your job?:
Will the franchise be your primary source of income?
Will there be any partners other than your spouse?:
If yes, list the names and ownership percentages
Who will be the primary operator of the business?:
What is your credit score? If your credit score is unknown or older than 3 months, please obtain a current score from www.equifax.com:
Amount in checking/savings:
Amount in investments (non-retirement):
Amount of retirement funds in the IRA with your current employer:
Amount of retirement funds in the IRA with your spouses current employer:
Amount of retirement funds available in 401k/IRAs of your previous employers:
Amount of retirement funds available in 401k/IRAs of your spouses previous employers
What is the Fair Market Value of your home?:
Do you currently have a first mortgage on your personal residence?:
What is the amount of your first mortgage?:
Do you have a second mortgage or a Home Equity line of credit on your personal residence?:
If yes, what is the balance of your second mortgage or Home Equity line of credit?:
Do you own any real estate other than your personal residence?:
If yes, please describe:
What is the amount of equity in real estate aside from your personal residence?:
Total credit limit of all revolving credit lines (this includes major credit cards, department store credit cards, etc.):
Total current amount owed on all revolving credit lines:
