Contract Drafting Questionnaire. Please answer each question thoroughly and fully.
Please fully read the questions and answer each question fully and thoroughly. Failure to provide complete and full responses can lead to a delay in your contract drafting.
I. Personal Information
This Client Agreement is for Which State?
Business Email Address
Trust Account Name (FL/SC)
Registered Agent Name
Registered Agent Address
State for Client Agreement
II. Business Information
Company Zip code
County of Business
Please list the names of the packages you offer:
What does each package offer?
Enrollment Fee and Monthly Fee for Each Package:
Name of Initial Fee
First Work Fee
Document Processing Fee
When is the initial fee due?
How are monthly fees collected?
The monthly payment will be automatically withdrawn from Consumer's specified checking account each month.
The Consumer will receive an invoice each month for payment.
The first payment is due how many days after enrollment?
If a client fails to make a designated payment, after how long will you terminate the Client?
What does your onboarding process consist of? Please be very specific.
Refund Policy, if any? Please Explain
When do you send the first round of letters?
What is the policy if a client does not provide you with the correspondence received from the credit bureaus and creditors?
What happens if a client applies for new credit cards/loans while in the program?
How does your client cancel their services? Telephone, email, or letter?
Do you have a surety bond? In what amount? Who issued it? When was it issued? Address of the surety bond company?
Do you have a trust account? Name of banking institution and account number. Also what amount is in the account?
Please provide your business website.
Do you use Credit Repair Cloud? If not, who do you use?
Which credit monitoring program do you require that your clients use? How much does it cost per month? What is the enrollment fee?
What is the average amount of time that a client stays in your program?
Do you offer a money-back guarantee? If so, what do you offer?
Do you work on active bankruptcy clients?