Factoring Credit / Operations Consulting, Consultants

Credit / Operations Consulting Services - Request for Proposal

Please indicate which of these services your Company is requesting at this time. We can have a Proposal prepared Specifically for your request within 48 hours of receiving this Request for Proposal & the Prospect Questionnaire.

Company:

Contact:

Title:

Phone:

Email:

STRATEGIC ISSUES (For Owner/President)

1) Target Market Selection

A) Deal Size (dependent on capital base, cost of funds, etc.)

B) Industries

C) Geographic

2) Product Structure/Credit Policy

A) Recourse/Non-Recourse/Both

B) Notification/Non-Notification/Both

C) Verification Policies & Methods

D) Legal Documentation Issues (other collateral, personal guarantees, etc.)

3) Operations Manual

4) Pricing Policies

5) Budgeting/Projections

6) Accounting Procedures

TACTICAL ISSUES (For Owner/President &/or Underwriting/Portfolio Managers)

7) Underwriting Guidelines

A) Credit Application Requirements

B) Approval Guidelines

8) Portfolio Management

A) Based on chosen Target Market, Underwriting Criteria, etc.

9) Back-end Process Design

A) Daily Operating Procedures

B) Handling of Exceptions

C) Pre-workout Procedures

D) Workout Tactics

TRAINING (For Owner/President, Managers &/or Account Executives)

10) Operations BASICS

A) Daily Operating Insights & Customer Service for Underwriting

B) Daily Operating Insights & Customer Service for Portfolio Mgt.

C) Legal Aspects for Factors

11) Team Building/Motivational Seminar

Additional Comments & Requirements

Factor Help, Inc. | Phone (972) 759-0711 | FAX (972) 739-9114

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