Kingsmen Capital Alberta - Broker Intake Form

BROKER & REFERRAL PARTNER: INTAKE FORM

Answer the following questions to better understand your goals. Your responses will provide valuable insight.

Submit the Kingsmen Business Funding: Client Intake form.
Book an appointment on a day and time that suits you best. (Otherwise, we will contact you in 1-2 business days.)

PERSONAL DETAILS

1. Full Name *

2. Primary Contact Number *

3. Email *

4. Preferred Contact Method

BUSINESS DETAILS

5. Brokerage or Company Name *

6. Do you currently work with BFS (Business for Self) clients? *

Yes

No

7. What percentage of your client portfolio is self-employed vs. employed? *

8. Are you a Principal Broker? *

Yes

No

8A. If Yes: How many licensed agents are in your team?

CURRENT ACTIVITY

9. Do you have a current client inquiry or file ready to submit? *

Yes

No

If yes: A Kingsmen advisor will reach out to coordinate OR Book an apt at your convenience on the submitted page.

MARKETING & ATTRIBUTION

10A. Other - (please specify)

11. Is there anything else we should know about?

*

I consent to receive email communications from Kingsmen Capital: Alberta.