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Discovery Questionnaire
FinancePoint
2023-06-06T20:15:26+00:00
FinancePoint Deployment Discovery
1. Your Name
*
2. Your Email Address
*
3. Your Company Legal Name
*
This is the full legal name as registered with CAC.
4. Your Brand Name
*
This is the name used to market your loan products.
5. Corporate Address
*
5. Corporate Address
Building Number and Street Name
Building Number and Street Name
Suite or Floor Number
Suite or Floor Number
City and Local Government Area
City and Local Government Area
State/Province
State/Province
Zip/Postal Code
Zip/Postal Code
6. What is the general goal of your business?
*
7. How many employees would be servicing loans on the platform?
*
8. Please attach your brand logos (light and dark versions)
*
Drop a file here or click to upload
Choose File
Maximum file size: 6MB
These logos will be displayed on your lending portals. Please make sure your images have transparent backgrounds.
9. Please attach your legal CAC registration documentation.
Drop a file here or click to upload
Choose File
Maximum file size: 6MB
10. Do you manage your own Domain Name Server (DNS) services?
*
Yes
No
11. Enter your domain name for your brand
12. Do you have a public web website for marketing your brand?
*
Yes, I have a marketing website
No, implement this for me
Links to your client loan application will be added to your public website.
13. Do you have an account and agreement with NIBSS??
*
Yes
No
14. Subscriber Contacts
We require three contacts: an administrative contact who acts as the executive sponsor for your company, a billing contact that handles subscription payments, and a technical contact responsible for setting up and managing your subscription account.
First Name and Last Name
*
Job TItle
*
Phone
*
Email Address
*
Contact Type
*
Administrative Contact
Billing Contact
Technical Contact
plus1
Add
minus1
Remove
15. Support Address (for loan status and support notification emails footer)
*
15. Support Address (for loan status and support notification emails footer)
Building Number and Street Name
Building Number and Street Name
Suite or Floor Number
Suite or Floor Number
City
City
State
State
Zip/Postal Code
Zip/Postal Code
16. Support Phone (for loan status and support notification emails footer)
*
17. Support Email (for loan status and support notification emails footer)
*
Confirm 17. Support Email (for loan status and support notification emails footer)
*
18. How many loans do you currently disburse every month on average?
*
Less than 50
51 to 100
101 to 200
201 to 300
301 to 400
401 to 500
More than 500
If you are human, leave this field blank.
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