DOGA Construction — Client Intake & Financing (Internal / Digital)

1

Client Intake

Client Info

Full Client Name

Referral Source

Address

Contact Information

Phone Number

Email

Alternate Contact (if applicable)

Alternate Name

Alternate Phone Number

Alternate Email

Client Identification

Social Security Number

Co-Applicant SSN

Property Details

Square Footage

Type of Material

Roof Windows and/or Doors

Combined Total Project Investment

Total Project Investment (All Combined)

Form of Payment

Select all that apply — clients can split payment across multiple methods. Check a method to enter the amount paid that way. Choosing a financing program reveals the Financing Application section.

My Safe Florida Home (MSFH)

Enrolled in MSFH?

Yes No

HOA Information

Do You Have HOA Information?

Yes No

Included With Every Project

All windows custom fit to match the opening
Licensed professional installation
Pulling of all necessary permits
Double lifetime homeownership warranty (when applicable)
40% Energy Savings Guarantee (when applicable)
Haul-off of all trash and debris
Triple-fin weather stripping, antimicrobial protection
Soft seal gasket, 180° cam lock, constant force balance system
Closed-cell spray foam waterproof barrier
OSI Quad Max waterproof marine sealant
Contract price (not an estimate) — taxes included

2

Home Assessment Worksheet

Year Built

Opening-by-Opening Survey

#	Temp	Obs	Room Name	Style	W	H	U-Factor	Color	Grid	Moisture	Broken Glass	Air Infilt.	Won't Open/Close	Faulty Lock	Heat/Screen/ Fading

3

Financing Application

Shown because a financing program was selected under Form of Payment. Fields marked ⟲ auto-fill from Client Intake above — no need to retype.

Quote Options

	Option 1	Option 2	Option 3
Qualified Discount ($)
Total Investment ($)
Deposit ($)
Monthly Investment ($)
Good Till

Applicant ⟲

Name

Email Address

Project Address

City

State / Zip

Birthdate

SSN

Credit Score

Cell Phone

Home Phone

Driver's License No.

State

Issued / Exp. Date

Applicant's Mortgage Information

Address Where Work Is Being Done ⟲

Email Address

Phone

City

State

Zip

Mortgage Holder

Monthly Payment

Time of Residence — Years

Time of Residence — Months

Property Status

Own With Mortgage Paid Off Rental Property

Applicant's Employment Information

Employer

Years

Months

Phone

Employment Status

Year Retired (previous employer if so)

Position or Title

Annual Income

Co-Applicant ⟲

Name

Email Address

Project Address

City

State / Zip

Birthdate

SSN

Credit Score

Cell Phone

Home Phone

Driver's License No.

State

Issued / Exp. Date

Co-Applicant's Mortgage Information

Address Where Work Is Being Done ⟲

Email Address

Phone

City

State

Zip

Mortgage Holder

Monthly Payment

Time of Residence — Years

Time of Residence — Months

Property Status

Own With Mortgage Paid Off Rental Property

Co-Applicant's Employment Information

Employer

Years

Months

Phone

Employment Status

Year Retired (previous employer if so)

Position or Title

Annual Income

Relative Not Residing With You

Name

Relationship

Address

Phone

City

State

Zip Code

I authorize DOGA Construction Inc. to verify the information provided on this form as to my various credit and employment history. I understand that DOGA Construction Inc. is not the lender; they are using third-party lenders to obtain financing for the contracted amount. Proof of income or proof of homeownership may be asked by the lender.

Signature of Applicant

Date

Signature of Co-Applicant, if for Joint Account

Date

Monthly Payment Requested

4

Attachments

Bring paperwork back to the office to scan, or photograph it on-site — attach here so it stays with this client's file instead of floating around loose.

Roofing Contract

📄

No file attached

Attach

Windows Contract

📄

No file attached

Attach

Signed Quote / Estimate

Add one per project scope if the client is doing more than one with us (e.g. roof + windows).

Applicant ID

✓ Front

📷

Take / Upload

✓ Back

📷

Take / Upload

Co-Applicant ID

✓ Front

📷

Take / Upload

✓ Back

📷

Take / Upload

Additional Client Documents

Varies client to client — e.g. Social Security card, proof of income, HOA docs, etc. Add as many as needed.

5

Notes

Anything relevant that doesn't fit above — objections, follow-ups, special requests, internal reminders.

Nicolás's Notes

Office / Internal Notes

6

Send to Office

Sends every field (mapped to GHL custom fields), a Sheets backup row, and every attachment to Drive — all in one click.

Client Intake & Financing Application

Client Intake

Client Info

Contact Information

Alternate Contact (if applicable)

Client Identification

Property Details

Type of Material

Windows & Doors Breakdown

Roof Breakdown

Combined Total Project Investment

Form of Payment

My Safe Florida Home (MSFH)

HOA Information

Included With Every Project

Home Assessment Worksheet

Opening-by-Opening Survey

Financing Application

Quote Options

Applicant ⟲

Applicant's Mortgage Information

Applicant's Employment Information

Co-Applicant ⟲

Co-Applicant's Mortgage Information

Co-Applicant's Employment Information

Relative Not Residing With You

Attachments

Roofing Contract

Windows Contract

Signed Quote / Estimate

Applicant ID

Co-Applicant ID

Additional Client Documents

Notes

Send to Office