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Loan Application ProcessStep-by-step process of establishing a loan
©2014 Comprehensive Finance, LLC
©2014 Comprehensive Finance, LLC
Once the patient has filled out and signed the credit form click on “Compassionate Finance”.
©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Patients must choose a day of the month between the 1st and 28th to have this payment automatically withdrawn from their checking account by Compassionate Finance.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.
Enter the rest of the patient’s information from their credit form into the appropriate loan application fields.
©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
This tells you what to have signed by the patient and where to fax the signed credit form and loan agreements. Fax: 1-866-907-3508
©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 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: 1-866-907-3508