Corporate Sub Accounts Requirements

Accounts affiliated with an existing corporate account with Advantage Credit, Inc. have the following requirements:

  • Corporate Letter of Authorization for branch(es)
  • Specific industry license based on state requirements (i.e. mortgage license, Real Estate)
  • The Branch account’s main telephone number as provided on the membership application must be verifiable by one of the following:
    1. Current Yellow page, white page, and Dex online advertisement
    2. Internet page from a telephone company’s website
    3. Copy of the company phone bill, in principal or company name, company number circled
    The following may also be required:
  • Some applicants will be required to have a personal or business credit report pulled by Advantage Credit, Inc. The personal credit report will post as a “general credit” inquiry and not as a “mortgage inquiry”
  • Onsite Inspection (CRM Global will contact you to set up the onsite inspection)
    1. Note: We will contact you if we require your assistance in gathering any of the above

To ensure the security of the information in our system, the following are some key points to be addressed on our physical inspections:

  • Locked file cabinets
  • Disposal of sensitive information: Must have either a shred company/destruction service or either cross-cut or micro-cut shredder
  • Do you share office space? If yes, with who? What’s the relationship? Is there physical, locked separation between these businesses?
  • Is it a permanent office? Is there a permanent sign?
  • Leasing company name and phone number
  • Is the company server located in a secure location?
  • Is server/PC and/or printer segregated and secure in an area of its own, away from other activity in the office, e.g.: front office; lunch room; janitor closet
  • Is the Server/PC password protected?
  • Is the Server/PC viewable by non-employees?
  • Who performs maintenance and repair on client’s computer(s)?
  • Are computer(s) installed with current anti-virus/anti-malware?
  • Membership Application and Service Agreement completion (this will be sent to you via email)

Come join us now by completing this brief QUESTIONNAIRE

Follow by Email