Debt Type Questions Preview
View all questionnaire sections as partners will see them during onboarding.
Debt-Specific Service Details
Questions for: Student Loans
Student Loans
6 questions
Type: checkboxes
☐ Federal loans only
☐ Private loans only
☐ Both federal and private
☐ Parent PLUS loans
Type: checkboxes
☐ Forgiveness programs (PSLF, IDR forgiveness)
☐ Income-driven repayment plans
☐ Refinancing
☐ Consolidation
☐ Loan consolidation analysis
Type: textarea
e.g., recent paystubs, tax returns, proof of employment, loan documentation
Type: select
Options: 1-2 weeks, 1-3 months, 3-6 months, 6-12 months, 12+ months
Type: input
e.g., 85%
Type: checkboxes
☐ Government employees
☐ Teachers
☐ Healthcare workers
☐ Non-profit staff
☐ No specialization
Common Questions (All Debt Types)
Type: checkboxes
☐ DIY/self-guided
☐ Guided with support
☐ Full-service managed
☐ Comprehensive credit counseling
Type: checkboxes
☐ Flat fee
☐ % of debt/savings
☐ Monthly subscription
☐ Performance-based
☐ Free/nonprofit
Type: textarea
e.g., $99/month subscription, or 15% of savings negotiated, or $500 flat fee
Type: input
e.g., $5,000 - $100,000
Type: input
e.g., 580+, 650+, or flexible
Type: input
e.g., $40,000 - $150,000
Type: textarea
e.g., Consistent payment history, openness to budgeting, regular communication, willingness to negotiate
Type: textarea
e.g., Filing for bankruptcy, accounts in litigation, income below threshold
Type: checkboxes
☐ Minimal (set-it-and-forget-it)
☐ Moderate (monthly check-ins)
☐ High (weekly engagement)
Type: input
e.g., 72%
Type: textarea
e.g., 45% debt reduction in 3 years, average credit score improvement of 120 points
Type: textarea
e.g., Lower fees, faster turnaround, specialized in non-traditional credit profiles