Affiliate Direct Lead Submission

Pre-Qualification form for Affiliate Lead Submission

This form allows affiliates to submit their leads to Spider directly and the lead does not get contacted

"*" indicates required fields

Please enter your customer's details

Customer's Name*

First Last

Customer's Email*

Customer's Phone*

Customer's Business Information

Customer's Business Name*

Please list any DBAs

What Kind of Business Does Your Customer Have?*

How many W-2 employees did your customer have in 2020?

How many W-2 employees did your customer have in 2021?

Have your customer received any PPP loans? (Note: This does not disqualify them from receiving the ERC)

Yes, got at least one PPP loan

No, did not.

Questions or notes*

Please add any relevant information about your customer:
1. Ownership information of the business
2. Are any employees family members of the owner(s)
3. Name, title and phone number of person who will sign the tax forms
4. Any other relevant notes or information

Phone

This field is for validation purposes and should be left unchanged.