Legal
Name of Company as listed on Articles of
Incorporation
DBA,
if applicable
Address
City
State
Zip
Phone
Fax
Cell
Website
Company
is a:
- Please Select -
Corporation
Partnership
LLC
None Of These
Federal
Tax ID
Please
list any prior companies or other names used over
the past 5 years:
Date
Business Started
Number
of years under same ownership
State
of Incorporation
Nature
of Business
Are
you listed by Dunn & Bradstreet?
Yes
No
If
yes, please list number
Is
office space owned or leased?
Owned
Leased
Monthly
rental amount
Are
there any judgments or liens filed against you,
any company principals or the corporation?
Yes
No
If
yes, please explain
CURRENT
FINANCING
Do
you have outstanding loans or lines of credit?
Yes
No
If
yes, please provide the Lender, Amount
Outstanding, Collateral, Contact & Phone
Have
you ever financed or factored any of your
receivables?
Yes
No
If
yes, with whom?
Are
you currently with them?
Yes
No
If
yes, provide the current amount open
Are
you still submitting invoices?
Yes
No
Are
you currently leasing any of your equipment?
Yes
No
Provide
the name of leasing company
Are
you current on your lease obligations?
Yes
No
N/A
If
no, please explain
Please
list any other types of financing
BANKING
INFORMATION
Name
of Bank
Date
account opened
Number
of accounts
Business
Checking Account Number
Do
you maintain a separate payroll account?
Yes
No
Contact
Person Name, Title, Phone & Fax Numbers
COLLATERAL
INFORMATION
Purchase
date of current premises
Purchase
Price
Down
Payment
Monthly
Payment
Term
of Finance
Interest
rate
Balloon
date (if applicable)
Purchase
date of additional premises
Purchase
Price
Down
Payment
Monthly
Payment
Term
of Finance
Interest
rate
Balloon
date (if applicable)
Are
receivables generated from the sale of goods,
services or both?
Goods
Services
Both
Number
of active customers
Number
of invoices per month
Normal
Selling Terms
Any
extended items offered?
Average
monthly sales
Last
year's sales
Any
security interest granted that covers accounts
receivables and/or inventory?
TAX
INFORMATION
Do
you utilize a payroll and/or PEO service?
Yes
No
If
yes, please name
How
often do you file 941 payroll taxes?
Weekly
Monthly
Quarterly
Annually
Are
your Federal/State payroll taxes current?
Yes
No
If
no, please list type, amount & quarters
delinquent
Are
the Officers and/or Principals delinquent in any
tax obligations?
Yes
No
If
yes, please explain
PROFESSIONAL
REFERENCES
Attorney
Phone
Accountant
Phone
How
did you hear of Lexx Funding, Inc.?
TRADE/CUSTOMER
INFORMATION
Please list your company's five largest trade
creditors.
(Include Company Name, Phone, Fax, City, State,
Date Account Opened, Product and/or Service
Provided & High Credit for each)
Trade
Creditor One
Trade
Creditor Two
Trade
Creditor Three
Trade
Creditor Four
Trade
Creditor Five
Please
list your company's five largest trade customers.
(Include Company Name, Phone, City, State, Monthly
Sales, & Average Invoice Amount for each)
Customer
One
Customer
Two
Customer
Three
Customer
Four
Customer
Five
OFFICER/PRINCIPLE
INFORMATION
Full
Name
Home
Address
City,
State & Zip
Social
Security Number
Title
Ownership
%
Have
you declared bankruptcy in the last 10
years?
Yes
No
Full
Name
Home
Address
City,
State & Zip
Social
Security Number
Title
Ownership
%
Have
you declared bankruptcy in the last 10
years?
Yes
No
SUPPORT
DOCUMENTATION
The following information is needed by Lexx
Funding, Inc., to determine the feasibility of
entering into one or more financing arrangements
with our lending institutions. Please efax
the following to 1-636-787-0543 after submitting the
online form.
Copy
of Articles of Incorporation (showing legal
business name and identities of corporate
president, secretary, and/or treasurer.
Accounts
receivable summary listing invoice from
invoice date (please provide up-to-date
information).
Accounts
payable summary (please provide up-to-date
information).
Most
recent financial statements (if available) and
in detailed format.
Sample
invoice or billing form(s).
Last
6 months of bank statements (summary pages
only).
The
foregoing information is true and correct to the
best of my knowledge and is given to Lexx Funding
for the express purpose of determining the
feasibility of obtaining financing. I hereby
do authorize Lexx Funding or its agents, assigns,
lenders, lessors or funding sources to verify and
investigate any and all of the foregoing
statements, including but not limited to, my/our
credit worthiness and financial responsibility, in
any way they may choose. I/We grant Lexx
Funding the right to procure any and all credit
reports pertaining to any party listed in this
application, but not limited to, all principals of
the applicant company. By entering my name
below, I am duly authorized by the parties above
to grant this permission on behalf of the
applicant company and its owner and officers.
PREPARED AND CONSENTED BY:
Name
Title
Date