2. Filling out the Client Information Sheet
Your Client Information Sheet is one of the most important parts of your application — it gives our team everything they need to begin working on your file.
Watch the short clip below, then follow the guide for your client type.
Do
Use a computer
Use Google Sheets to open your Client Information Sheet
Account for all days in the past 10 years for personal and address history
Do not
Use your phone
Use Excel to open your Client Information Sheet
Leave any gaps in your personal and address history