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Customer Information Sheet

This document contains a customer information sheet for a loan applicant. It includes the applicant's name, contact information, address, employment details, family members, caste, salary, and existing loans from other banks. It also lists the required documents for the applicant and co-applicant, which are photo ID, PAN card, Aadhar card, driving license, government ID, Form 16, recent salary slips, bank statements, and additional details like mother's name and property landmarks. The sheet is used to collect relevant information about a customer's eligibility and suitability for a loan.

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SODHI SINGH
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106 views1 page

Customer Information Sheet

This document contains a customer information sheet for a loan applicant. It includes the applicant's name, contact information, address, employment details, family members, caste, salary, and existing loans from other banks. It also lists the required documents for the applicant and co-applicant, which are photo ID, PAN card, Aadhar card, driving license, government ID, Form 16, recent salary slips, bank statements, and additional details like mother's name and property landmarks. The sheet is used to collect relevant information about a customer's eligibility and suitability for a loan.

Uploaded by

SODHI SINGH
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Customer Information Sheet

NAME…………………………………………............. Lead Owner………………………………………………………..

Mob.……………………………………………………….. Location……….………………………………………………………

EMAIL ID……………………………………………………. DATE…………………………………………………………………….

Resi Add:…………………………………………………… OTHER BANK LOAN: YES/NO BT Loan Det

………………………PINCODE……………………………. BANK NAME …………………………………………………………

Office Add...………………………………………………. LOAN……………………………….LOAN…………………………

………………….……PINCODE…………………………… EMI……………………………………EMI……………………………….

Senoir Employee No...…………………………………. Start Date………………………. Start Date ……………………….

FAMILY MEMBER………………………………………… LOAN NO…………………………..LOAN NO……………………....

QUALIFICATION…………………………………………. LOAN REQUIREMENT…………………………………………………

CASTE: SC/ST/OBC/GEN/OTHER………………… LOAN TIME………………………………………………………………

GROSS SALARY…………………………………………… DOCUMENTS:- APPLICANT

NET SALARY…………………………………………………. 1. PHOTO CO- APPLICANT

JOB IN TIME ……………………………………………….. 2. PAN CARD

NOMINEE NAME/DOB………………………………... 3. AADHAR CARD

…………………………………………………………………….. 4. DRIVING LICENCE

FRIEND NAME/ ADD……………………………………. 5. GOVT. ID

……………………………………………………………………. 6. FORM 16

PIN………………………PH.NO…………………………… 7. LATEST MONTH SALARY SLIP

RELATIVE NAME /ADD………………………………… 8. SIX MONTH LATEST BANKING

……………………………………………………………………... 9. MOTHER NAME…………………………………………………….

PIN……………………….PH.NO……………………………… 10. HOUSE LANDMARK………………………………………………..

OFFICE LANDMARK………………………………………

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