Client Data Gathering Worksheet

The Client Data Gathering Worksheet is a questionnaire that you can use with your client to make the data gathering process as easy as possible. There are two versions - a PDF version if you would like a hard copy, or an Excel version if you would like to fill it out on a computer.

Just fill it out with your client, or have your client fill it out, and you will have an organized way to bring the data into inStream.

Hat tip: Chris Murtha from Howard Financial Corp.