Question 1

What is the business loan pre-qualification template for?

Accepted Answer

Lenders and brokers screen on three numbers: time in business, revenue and the amount needed. The form gets all three, plus the purpose, before an application starts.

Question 2

What does the business loan pre-qualification template ask?

Accepted Answer

8 questions: How much do you need? ($) What's it for? Time in business Monthly revenue What's your name? Nice to meet you, {{name}}. What's your email? And a phone number? Which company are you with?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 50 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 25 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Business loan pre-qualification template

See if you qualify