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Daily Loans - Manager Charge Sheet

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Daily Loans

Name of the Employee *

Employee Id *

Phone Number *

Designation *

Date of Appraisal: *

Branch Name *

Branch Code *

Contact Point Verification *Address of Doing Assessment

Do you know the customer before this assessment?

YesNo

Date *

Applicant and Co-Applicant KYC

Marital Status *YesNo

From How Long Do You Know the Customer

Your are not eligible for a loan.

Joint Live Photo *

Drag and Drop (or) Choose Files

Joint Live Photo with House *

Drag and Drop (or) Choose Files

Aadhaar card Number (Not Mandatory)

Name of Applicant *As Per Aadhaar Card

Applicant Mobile Number *0 / 10

Applicant Aadhaar Card Front upload *

No file chosen

Applicant Aadhaar Card Backside upload *

No file chosen

Name of Co-Applicant *As Per Aadhaar Card

Co-Applicant Mobile Number *0 / 10

Co-Applicant Aadhaar Card Frontside upload *

No file chosen

Co-Applicant Aadhaar Card Backside upload *

No file chosen

Applicant Family Members *

Family Details 1

Name *

Marital Status *

Relation Ship of Applicant *

Gender *

Occupation *

Mobile Number *

Location *

Family Details 2

Name *

Marital Status *

Relation Ship of Applicant *

Gender *

Occupation *

Mobile Number *

Location *

Family Details 3

Name *

Marital Status *

Relation Ship of Applicant *

Gender *

Occupation *

Mobile Number *

Location *

Family Details 4

Name *

Marital Status *

Relation Ship of Applicant *

Gender *

Occupation *

Mobile Number *

Location *

Residence Electricity Bill Number *

Upload Residence Gas Bill *

No file chosen

Residence Electricity Bill Upload *

No file chosen

House Tax Upload *

No file chosen

House Property Images 360 View

House Photo - North *

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House Photo - East *

Drag and Drop (or) Choose Files

House Photo - West *

Drag and Drop (or) Choose Files

House Photo - South *

Drag and Drop (or) Choose Files

Live Photo of Owner with House *

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other than Applicant or Co- Applicant

Business Owned by?

Business Operating From ?

Name of the Business Owner *

Relation to Applicant

Applicant Aadhaar Card *

No file chosen

Pan card Upload *

No file chosen

Ration Card / House Hold card *

No file chosen

Business Premises

RentOwn

Name of the Shop Owner *

Relation to Applicant

Business Electricity Bill

Upload Current Bill

No file chosen

Business Name *

Business Full Address *

Stock Value Present

Buying Frequency

Product Purchase From How Many Sellers

Shop Name *

Seller Location *

Seller Owner Name *

Seller Phone Number *

Shop Name *

Seller Location *

Seller Owner Name *

Seller Phone Number *

Shop Name *

Seller Location *

Seller Owner Name *

Seller Phone Number *

No of Same players at Location *

What is the Footfall Per Day *

Business Electricity Bill Number *

Business Electricity Bill *

No file chosen

Business Property Tax *

No file chosen

Business Proofs

Enter Bank UPI ID

Phone Pay Scanner upload

No file chosen

With UPI ID

UPI ID Linked - Bank Statement

No file chosen

For One Month

Upload Purchased Bills

No file chosen

Business Photos - Min(5)

Business Photo - 1 *

Drag and Drop (or) Choose Files

Business Photo - 2 *

Drag and Drop (or) Choose Files

Business Photo - 3 *

Drag and Drop (or) Choose Files

Business Photo - 4 *

Drag and Drop (or) Choose Files

Business Photo - 5 *

Drag and Drop (or) Choose Files

Loanee Bank Passbook Front Page *

No file chosen

Loanee Bank Statement / Bank Passbook with Latest Transaction *

No file chosen

Pan card or Form 60 *

No file chosen

udyam Aadhaar Card *

No file chosen

Summary of Business Cash Flows

Weekly Business Income

Week 1 *

Week 2

Week 3

Week 4

Total Monthly Income

Weekly Business Expenses

Week 1 *

Week 2 *

Week 3 *

Week 4 *

Total Monthly Expenditure *

Net Business Income *

Household Expenses (Per Month)

Food Expenses: *

Children’s Education: *

Electricity *

Health Expenses: *

Petrol/Travel Expenses/Vehicle Maintenance *

Utility Bills *

Any Other Expenses: *

Loan Repayment Obligations *

Name of Company

Loan Amount:

EMI Amount

Payment Mode

Name of Company

Loan Amount:

EMI Amount

Payment Mode

Name of Company

Loan Amount:

EMI Amount

Payment Mode

Name of Company

Loan Amount:

EMI Amount

Payment Mode

Name of Company

Loan Amount:

EMI Amount

Payment Mode

Any Savings *YesNo

Type Of Savings

Please Enter Type of Savings

Name of the Company

Savings Amount

Type Of Savings

Please Enter Type of Savings

Name of the Company

Savings Amount

Total Amount *

Summary of Household Cash Flows

Inflow Cash

Family Income from Wages *

Income from Buffalo/Cows: *

Net Income from Existing Business: *

Income from Other Business: *

Rental or Any Other Income *

Total Inflows: (A) *

Out Flow

Savings Obligation Total *

Loan Obligation Total *

Household Expenses Total *

Total Outflows *

Reference Check

Reference Check -1 *

Mobile Number *

How Does Client Know: *

Feedback Shared: *

Reference Check -2

Mobile Number

How Does Client Know:

Feedback Shared

Reference Check -2

Mobile Number

How Does Client Know:

Feedback Shared

ARE YOU RECOMMENDING THIS LOAN?

yesNo

Loan Amount

Reason-1

Reason-2

Reason-3

Reason-4