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Enquiry Form Channel Partner

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Channel Partner Enquiry Form

Status

Lead Generation Date**

Next Call Date

Status

Remark

Backend Name

Decided Bank

Note

Lead Generator Details

Lead Generator Name**

Lead Generator Profession**

Lead Generator Area

Lead Generator City**

Lead Generator State

Lead Generator Pincode

Lead Generator Mobile**

Lead Generator Email Id

Requirement

Product**

Type of Loan**

Loan Amount**

Profile**

Already Login within 3 Months

Customer Conditions

BT Details 1

Product

Bank Name

Sanction Amount

Current ROI

EMI Amount

Total Tenure

Paid Tenure

Outstanding Amount

BT Details 2

Product

Bank Name

Sanction Amount

Current ROI

EMI Amount

Total Tenure

Paid Tenure

Outstanding Amount

Customer Details

Customer Name**

Main Mobile number

Aadhar Link Mobile number

EMail Id

Date of Birth

Ownership

Residing on same address since Month & Year

Address Proof Document

Residence Location

Current Residence (City)**

Current Residence (State)**

Current Residence (Pincode)**

Office Location

City

State

Pincode

Cibil Details

Cibil Score

CMR

SME Reported Month / Year

Any DPD then details

If any Settlement then details

If any Overdues then detail

If any Written Off then details

If any issues in cibil then details

Total No. of All Running Loans

Total No. of Running Un secured Loan

Loan has been closed within 6 Months

Loan to be close within 6 Months

Details of Last Loan taken

Remarks

Already Running Loans

Bank Details 1

Type of Account

Bank Name

Account open month and year

Any Bounces within 6 months (Month and Year)

Bank Details 2

Type of Account

Bank Name

Account open month and year

Any Bounces within 6 months (Month and Year)

Current Obligations 1

Product

Bank Name

Sanction Amt

Current ROI

Emi Amount

Total Tenure

Paid Tenure

Outstanding Amount

If Any Bounces then Details

Current Obligations 2

Product

Bank Name

Sanction Amt

Current ROI

Emi Amount

Total Tenure

Paid Tenure

Outstanding Amount

If Any Bounces then Details

Current Obligations 3

Product

Bank Name

Sanction Amt

Current ROI

Emi Amount

Total Tenure

Paid Tenure

Outstanding Amount

If Any Bounces then Details

If Salaried Person

Company Name

Type of company

Company Listed as (Bank Name & Category)

Date of Registration if not listed

Paid Up Capital

Is Amount match with Bank Account & Salary Slip

Current Month Net Salary in Account

Last Month Net Salary in Account

Last to last Month Net Salary in Account

PF Deduction

Joining Month and Year

Designation

Grade

If Self employeed

Company Name

Job Profile

Deals in Item Name

Type of company

ITR filing Since

MSME Registration Date

GST Registration Date

Company Pancard Registration Date

Other Registration Document & Date

Yearly Turn over in P&L

12 Months Turn Over in GST

Yearly Transactions in Banking

Monthly Average Balance in Banking

Property Details

Area

City

State

Pincode

Type of Colony

Type of Property

Type of Construction

Type of occupancy

Latest Documets

Month & Year

Size Of Property

Owner Name

Owner Status

Previous Documets 1

Month & Year

Size Of Property

Owner Name

Owner Status

Previous Documets 2

Month & Year

Size Of Property

Owner Name

Owner Status

Previous Documets 3

Month & Year

Size Of Property

Owner Name

Owner Status

Previous Documets 4

Month & Year

Size Of Property

Owner Name

Owner Status

Previous Documets 5

Month & Year

Size Of Property

Owner Name

Owner Status

Note

Vehicle details

Use of Vehicle

Model

RC Registration Date

Market Value

Education Loan

Student last qualification

% of Marks

Course Applied for

Course Duration

College

University

City

State

Pincode

Country

Total fees

Paid fees

Course Start date

Income Details of Co applicant

Relation between Student & Co Applicant

Machinary Details

Type of Machine

Use of Machine

Machinery Name

Market Value

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District Centre,Janakpuri West, Delhi 110058

assist@auorbusiness.com

+91 844 7111 040
011 4475 9850

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