Loan Application Process Step-by-step process of establishing a loan ©2014 Comprehensive Finance, LLC

To access the page to print credit forms click “Credit Form”.

©2014 Comprehensive Finance, LLC To download and print patient credit forms click “Credit Form”.

©2014 Comprehensive Finance, LLC Have patients fill out and sign the printed credit form.

©2014 Comprehensive Finance, LLC Once the patient has filled out and signed the credit form click on “Compassionate Finance”.

©2014 Comprehensive Finance, LLC Enter the patient’s total cost.

©2014 Comprehensive Finance, LLC Enter the patient’s down payment.

©2014 Comprehensive Finance, LLC Select a term that the patient requested. Call our advisor line if you do not see a term you need.

©2014 Comprehensive Finance, LLC Patients must choose a day of the month between the 1 st and 28 th to have this payment automatically withdrawn from their checking account by Compassionate Finance. Ask the patient what day they prefer and select that day of the following month.

©2014 Comprehensive Finance, LLC Enter the rest of the patient’s information from their credit form into the appropriate loan application fields.

©2014 Comprehensive Finance, LLC Enter the rest of the patient’s information from their credit form into the appropriate loan application fields.

©2014 Comprehensive Finance, LLC Proceed by clicking “Run Credit”.

©2014 Comprehensive Finance, LLC Confirm that the patient has filled out and signed the printed credit form by selecting the check box.

©2014 Comprehensive Finance, LLC To download and print patient credit forms click “Credit Form” Click “Run Credit”

©2014 Comprehensive Finance, LLC Within 3-5 seconds after running credit you will receive a Status of “Credit Verified” which means they are approved. -or-

©2014 Comprehensive Finance, LLC 1) If you receive a “Declined” Status, you are required to print a denial of credit letter and give to the patient. 2) Click “Deny Credit” and a denial letter will print for your to give to the patient.

©2014 Comprehensive Finance, LLC Once the application status is “Credit Verified” Click “Print Agreement”

© 2014 Comprehensive Finance, LLC Click “Download Agreement” to view and print the loan contracts

©2014 Comprehensive Finance, LLC This tells you what to have signed by the patient and where to fax the signed credit form and loan agreements. Fax:

©2014 Comprehensive Finance, LLC To download and print patient credit forms click “Credit Form” This is a cover page you will give the patient that summarizes the patient’s loan and instructions on how to contact Compassionate Finance.

©2014 Comprehensive Finance, LLC This is the top half of the “Retail Installment Contract”.

©2014 Comprehensive Finance, LLC This is the bottom half of the “Retail Installment Contract” where the patient will need to sign.

©2014 Comprehensive Finance, LLC This is the where the patient signs the ACH Agreement Form. You will also need to obtain a voided check or a document from their bank with their checking account information. This paragraph informs the patient that a one-time account setup fee of $30 will also be deducted from their first monthly payment.

©2014 Comprehensive Finance, LLC Fax the signed credit form, retail installment contract and ACH agreement form along with a voided check or other bank document to the fax number listed on the cover page. Fax:

©2014 Comprehensive Finance, LLC Once the patient has signed the loan agreements click “complete”.

©2014 Comprehensive Finance, LLC Congratulations! Click “Next Module” to take the quiz. Next Module