Credit Optimization Assessment™
Please complete this form so we can come prepared with a personalized plan for you. Filling it out now means we can use our time together to focus on the solutions that matter most.
— The Educate & Restore Credit Team
Please complete this form so we can come prepared with a personalized plan for you. Filling it out now means we can use our time together to focus on the solutions that matter most.
— The Educate & Restore Credit Team
Please provide your contact details exactly as they appear on your government-issued ID.
Step 1 of 4
These questions help our specialist understand your current financial situation so we can prepare the most effective strategy for your consultation.
Have You Or Another Company Disputed Any Items On Your Credit Report Within The Last 6 Months, Including Any Online Disputing That May Have Been Done By YOU Including CREDIT KARMA? *
Have You Previously Worked With Another Credit Repair Company? *
Are You Currently Employed Or Do You Have Some Type Of Dependable Income Coming In? *
At This Time, Are You Comfortably Maintaining Your Regular Monthly Bills And Financial Commitments? *
If Yes — Please describe your current financial planning:
Do You Have Any Past Due / Charged-Off Student Loans With Large Balances? *
Are You Planning On Making Any Major Purchases Within The Next 6 Months? *
Are You Currently In An Active Chapter 7 or 13 Bankruptcy That Has "Not" Been Discharged or Dismissed? *
Have You Ever Had Child Support In The Last 6 Months Or Less? *
Do You Use Credit Cards Actively Right Now? *
Do You Have A Checking Account With A Debit Card That You Use To Make Purchases? *
Step 2 of 4
This section gives our credit specialists the information needed to build your personalized action plan before your consultation call.
What Is Your Primary Goal For Improving Your Credit? *
Please list ALL banks & credit unions that you have ever had a checking, savings, or credit card with — even if you no longer bank with them.
Have You Ever Been A Victim Of Identity Theft Or Fraud? *
Have You Ever Co-Signed For Someone Else's Credit Account? *
Have Any Collectors Contacted You Recently? *
Are You Planning To Apply For A Mortgage, Car Loan, Or Business Funding In The Next 6–12 Months? *
Have You Ever Filed Bankruptcy? If So, When And Which Chapter? *
Have You Ever Had A Repossession Or Foreclosure? *
Have You Ever Had Student Loans In Default Or Deferment? *
Have You Applied For A Lot Of Credit In The Last 12 Months? *
Step 3 of 4
Almost done! Please review and confirm your authorization, then submit your form below.
Step 4 of 4
Thank you for completing your pre-consultation form.
Your information has been received and your specialist will review your full profile before your consultation call.
Expect to hear from us shortly — we look forward to working with you!