Second Look Referral Form

 
Referred to: Community Capital Resources
 
 
By Bank:
 
By Banker:
 
Branch:
 
Telephone:
 
Email:
 
Client Name:
 
Client Telephone:
 
Name of Business:
 
 
 
Type of Business & Location:
 
Length of Time in Business:
 
 
 
Primary Reasons for Decline:
 
Does Client have Business Plan?
 
Does Client have Tax Returns?
 
Does Client have Financials?