Bank Loan Script

BANK LOAN SCRIPT
ADVISOR: - Good morning my name is Carolina and I will be your advisor today, in which
I can collaborate
CLIENT: - good morning my name is Esthefanía, and I come to ask how can I
apply for a loan
ADVISOR: - I can surely help you! Below, we will ask you a series of questions to verify
your identity
CLIENT: - Well, yes ma'am
ADVISOR: - Do you inform me of your full name?
CLIENT: - My name is Esthefanía Bello
ADVISOR: - Document number please
CLIENT: - CC. 10233022313
ADVISOR: - Telephone number to which we can communicate
CLIENT: - 3187155492
ADVISOR: - age
CLIENT: - 22 Years
ADVISOR: - Nationality
CLIENT: - Bogotá, Colombia
ADVISOR: - Date of Birth
CLIENT: - 24/06/1999
ADVISOR: - Occupation
CLIENT: - Lawyer
ADVISOR: - Thank you very much Ms. Esthefanía already following,what kind of credit
do you want?
CLIENT: - The truth is I don't have any specific credit,I just need the money.
ADVISOR: - Well, Mrs. Esthefanía, the bank of Bogotá offers a credit called a libranza
credit in which you can spend the money that we lend you on whatever you want,
discounting the payroll fees.
CLIENT: - And how is that credit of libranza
ADVISOR: - Well the libranza credit is a credit of free destination, quota and fixed monthly
rate and the payment of the monthly installments of the credit is through the payroll
discount.
CLIENT: - And why does it suit me?
ADVISOR: - Mrs. Esthefanía suits you since usted chooses the use you want to give to
the credit, You can choose the form of disbursement that best suits your needs. You will
have more comfort by avoiding trips to pay the fees, the discount is for payroll, you will
have life insurance in case of any calamity, you can pay extraordinary fees that are not
equal to or greater than the value of 3 monthly installments at any time, without incurring
additional charges.
CLIENT: - And what requirements must I meet to obtain this credit?
ADVISOR: - Product aimed at individuals, employees, pensioners of companies that have
a release agreement with Banco Bogotá
People between 18-65 years old
Minimum payroll income of 1 SMLMV for fixed term contract and for indefinite term
contract, an income of 1.5 SMMLV will be requested for employees who have seniority
between 6 and 12 months. If you have a working seniority equal to or greater than 12
months, the income will be 1 SMMLV.
Minimum funding amount: $500,000
Documents
To carry out the study of your credit application, it is necessary that you present the
following documents and forms to the Bank's representative:
• Request for financial services

• Promissory note and letter of instructions
• Photocopy of the identification document extended to 150%
• Letter of authorization to the payer
• Pro forma invoice of the vehicle issued by the dealer
CLIENT: - What if I need to make a transfer late at night and your offices are closed what
can I do?
ADVISOR: - Do notworry about our mobile banking financial serviceyou will have our bank
24 hours a day and you can make transfers, inquiries and payments you will also receive
notifications on your cell phone about alerts or promotions.
• Perfect for transactions because you do not require any Debit or Credit Card key
• Available with the operators Movistar, Tigo and Claro
• The service will be available from prepaid or postpaid cell phones
• Uses SMS technology, i.e. transactions are made through text messages
• The service is aimed only at natural persons
• Registration can be done through any office or online
• You can enroll only alerts and notifications, without incurring any cost per channel
usage.
• Rates: the remuneration for the month of July is:14.03% per month from 0 to 30
• months.
CLIENT: -The truth is that this credit caught my attention, I will try to bring the documents
and personal references as quickly as possible. Thank you very much
ADVISOR: - Claro Mrs. Margarita to serve you.
Alumna’s:
• Jineth Carolina Garzon Valbuena
• Laura Ethefanía Melo Bello

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BANK LOAN SCRIPT

• Request for financial services

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