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CRM FORM FOR BUSINESS LOAN
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* Indicates required question
Name of Client
*
Your answer
Loan Amount Required
*
Your answer
Trade Name
*
Your answer
PAN Details
*
Your answer
Mother's Name
*
Your answer
Marital Status
*
Single
Married
Spouse Name
Your answer
Spouse DOB
MM
/
DD
/
YYYY
Dependents(Children's)
*
Choose
0
1
2+
Qualification
POST GRADUATE
GRADUATE
DIPLOMA/INTERMEDIATE
Clear selection
Mobile Number 1:
*
Your answer
Mobile Number 2:
Your answer
Email Address
*
Your answer
Current Address:
*
As per OVD ( Adhar Card, Voter ID, DL )
Other:
LANDMARK ( Current Address)
*
Your answer
Permanent Address
*
As per OVD ( Adhar Card, Voter ID, DL )
As per Current Address
Other:
LANDMARK ( Permanent Address)
*
Your answer
Years in Current Residence
*
Your answer
Years in Current City
*
Your answer
Type of Business
*
Choose
Trading
Manufacturing
Contractor
Service Provider
Total Years in Business
*
Your answer
Business Proof
GST REGISTRATION
TIN NUMBER
LABOR COURT REGISTRATION
ANY STATE GOVT OR CENTRAL GOVT REGISTRATION
Other:
Turnover Last Financial Year (2019-20)
*
Upto 50 Lacs
50 Lacs - 1 Crore
1 Crore - 3 Crore
Above 3 Crore
Other:
Business Constitution
*
Sole Proprietor
Partnership
Private/Public Limited Company
Business Address
*
As per GST Certificate
Other:
Ownership
*
Owned
Rented
Business Place
Residence Place
Owned
Rented
Business Place
Residence Place
Type of Loan
*
Business Loan
Home Loan
Loan Against Property
Shop/Factory Purchase Loan
Trade Reference 1 ( Company Name & Company's Owner's Name )
*
Your answer
Reference 1 Mobile No:
*
Your answer
Reference 1 Address with PINCODE:
*
Your answer
Trade Reference 2 ( Company Name & Company's Owner's Name )
*
Your answer
Reference 2 Mobile No:
*
Your answer
Reference 2 Address with PINCODE:
*
Your answer
Login Banks
ICICI
HDFC
FULLERTON
AXIS
IDFC FIRST
LENDINGKART
INDIFI
Other:
Need to Add Co-Applicant/Partner/Director?
*
Yes
No
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