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Scoring Criteria

This document appears to be an institutional sales form used to evaluate potential customers and guarantors for loans or other financial products. It includes sections to record customer and guarantor details like name, contact information, income levels, and employment status. It also includes an evaluation chart to assign scores based on factors like age, income, time at residence or employment, and assign an overall eligibility score. A checklist is included to ensure all documents and evaluations are properly completed before approving an application.

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Arsal Ali
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32 views

Scoring Criteria

This document appears to be an institutional sales form used to evaluate potential customers and guarantors for loans or other financial products. It includes sections to record customer and guarantor details like name, contact information, income levels, and employment status. It also includes an evaluation chart to assign scores based on factors like age, income, time at residence or employment, and assign an overall eligibility score. A checklist is included to ensure all documents and evaluations are properly completed before approving an application.

Uploaded by

Arsal Ali
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Institutional Sales Forms

Visit Date
Customer Name Guarantor 1 Name Product Details
A/C Number Guarantor's Cell No. HP Value
Customer's Cell No. Guarantor 2 Name First/Adv Payment
Branch Name Guarantor's Cell No. Time Balance

Evaluation/Scoring Chart
Sr. No Particulars Max Score Customer 1st Guarantor 2nd Guarantor 4 3 2
1 Age 3 19-25 26-45 46-60
2 Merital Status 2 No Yes N/A
3 Since Living 4 7Months- 1Yrs 2-3Yrs 4-5Yrs
4 Residency 2 Govt Govt N/A
5 Residence Worth 4 Govt Govt >/= 2.0 Million
6 Since Working 4 7M- 1Yrs 2-3Yrs 4-5Yrs
7 Business/Job Status 2 Permanent Permanent N/A
8 Business Worth 4 >/= 0.5 Million >/= 1.0 Million >/= 2.0 Million
9 Income in %Age 4 22-27 % OF INSTAL 18-21 % OF INSTAL 14-17% OF INSTAL
10 Monthly Income 4 >25000 >35000 >45000
11 Dependent Persons 4 5 6 8
Total Score 37

Eligibility Criteria Required Obtain


Hirer Min 17 0
Collectively Min 50 0

Sr. No Pre-Checking Points on base of scan documents Yes Remarks


1 Visit report properly filled after physicall verficiation
2 Application form is properly filled & Checked all particulars
3 Security Cheque Received from Customer
5 Evaluate according to Scoring Chart
6 General Observation if Any Noted

Prepared By Checked By
Name Name

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