Preliminary Credit -

Since the Preliminary Credit process became available for use last fall, we want to evaluate how its going, being used, etc. Please complete the quick survey questions below to help us make decisions.

Name (optional): 


  1. Do you use the preliminary credit process for every account you prospect?
    Yes
    No


  1. If you answered yes in question 1 - Why do you use it?


  1. If you answered no in question 1 - why do you use it sometimes?


  1. Do you use the preliminary credit process for every account you submit in the Account Setup Form?
    Yes
    No


  1. Why is receiving feedback through the preliminary credit process helpful to you?


  1. If the feedback in the preliminary credit process was basic with no additional credit review if the customer feel under the "threshold" in place - Would that give you enough information to make a decision.
    Yes
    No


  1. If you answers yes, in question 6 would the preliminary credit review even be needed and everything would be sent through the Account Setup process, regardless of credit status at the time of submission.
    Yes
    No


  1. If the feedback in the preliminary credit process was OK Credit - be cautious would you stop the process to submit the Account Setup Form to run a detailed credit check.
    Yes
    No


  1. Provide any additional feedback about the preliminary credit process:


  1. Provide any additional feedback to add about the overall credit approval process: