Worksheet

Vendor question sheet

Use five headings: platforms that stay, dues to list, receipts and approvals, statements to match, and data hand-back. Write two or three questions under each and score every vendor against them. Compare the scores before the demo.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Choose Software for a Lending, Insurance or Broking Business”, www.gullysystem.com/blog/how-to-choose-software-for-a-lending-insurance-or-broking-business