Merchant Processing Services Client Diagnostic Profile Form
Please fill out the form below
If other, please list state, province or country
Owner name or Board Member Name of Non-Profit
% of Ownership
Your credit score
% of Ownership
List your product (s) or service (s)
Average or Anticipated Monthly Volume (in dollars)
Average or Anticipated Average Credit Card Sale (in dollars)
If you are using a Merchant Processing System would you like a rate comparison quote?
Please upload one month Credit Card Statement for rate comparison quote
What is the Model Number of your processing terminal
What year did you start and incorporated your business?
What percentage of results have you seen from these campaigns ?
25 or more
Do you have a sales or marketing campaign in place?
Please provide information on the services or support you are looking for.
Credit Card Solution
What is the best time to call your office?
How did you find out about our services?
Directions: Upon receipt of Diagnostic Profile Form and payment, TMI will reach out to the client within 24 hours. Please provide all supporting documents. All documents must be in either a PDF or word document format. TMI will submit all completed work in PDF or webinar format 2-3 business days. All project will receive the total of 14 business days of services. All payments are final.
The Business Owner(s) identified above (individually,an" Applicant “) each represents, acknowledges and agrees that (1) all information and documents provided to TMI & PARTNERS are true, accurate and complete,(2) Applicant will immediately notify TMI & PARTNERS of any change in such information or financial condition, (3) Applicant authorizes TMI &PARTNERS to disclose all information and documents that TMI & PARTNERS maintains, including credit reports and personal information and any information that Applicant may provide to TMI & PARTNERS in Applicants’Application(s) for any TMI & PARTNERS product, service or programs, to other persons or entities(collectively, “Assignees”), as follows;(a) to Assignees that may be involved with or acquire commercial loans having daily, weekly, bi- weekly or monthly repayment features,(b) to Assignee that may be involved with purchases of future receivables including merchant cash advance transactions, and(c) to Assignees for the purpose of offering applicant of products, services or programs for those of third parties that TMI & PARTNERS believes Applicant may find of interest, including, without limitation, equipment financing and /or equipment leasing programs and alternative financing programs/lines of credit and services (collectively,“transactions “) and each Assignee is authorized to use such information and documents, and share such information and documents with other Assignees, in connection with potential Transactions,(4) Assignee will rely upon the accuracy and completeness of such information and documents,(5) TMI & PARTNERS, Assignees, and each of their representatives, successors, As signs and designees,(collectively,”Recipients”) are authorized to request and receive any investigative reports,Credit reports, statements from creditors or financial institutions,verification of information, or any other information that a Recipient deems necessary,(6) Applicant waves and releases any and all claims against Recipients and any information providers arising from any act or omission relating to the requesting, receiving or release of information and(7) each Applicant represents that he and/or she is authorized to sign this form on behalf of the Business Owner (s),(8) Applicant agrees that TMI & PARTNERS or its agents or representatives may contact applicant via telephone( including landline, or mobile phone), text message or email (including without limitation adding you to our mailing list campaigns, newsletter), using information which is publicly available or which Applicant or its agents, employees or representatives have provided to Applicant. By entering the information below, I fully agree
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