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PD Sheet - Sal

This personal discussion sheet is for a salaried loan applicant and contains fields for collecting the applicant's name, loan details, contact information, background, education, career, work experience, current employer information, existing financial obligations, intended use of the loan funds, and space for the loan officer's recommendation and signature. It aims to gather all relevant information about the applicant in one place to inform the loan assessment process.

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Mritunjai Singh
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1K views1 page

PD Sheet - Sal

This personal discussion sheet is for a salaried loan applicant and contains fields for collecting the applicant's name, loan details, contact information, background, education, career, work experience, current employer information, existing financial obligations, intended use of the loan funds, and space for the loan officer's recommendation and signature. It aims to gather all relevant information about the applicant in one place to inform the loan assessment process.

Uploaded by

Mritunjai 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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PERSONAL DISCUSSION SHEET (for Salaried)

NAME of customer :
Structure of Loan :
Loan amount :
Phone no called :
Date & time of interaction :

About the Applicant:

Background family, kids

Education

Career

No of years of experience

Work profile

Government/Public / Private limited company

If Private Limited company then No of employees: Turnover:

Any other obligation running

END USE (for HL) : Source of margin, self-use/investment, future use

END USE for LAP/Top up – in detail : BT/ LRD/Top up, BT Bank etc.

(Accept / Downsize / Reject)


Name & Signature of the Person

PD Sheet New (Salaried)

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