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Client Data Sheet Form_bbf2b3d9 1ac1 4ed5 a055 4b74969e24f8

This document is a prospective client's data sheet that requires personal, financial, and contact information from the applicant. It includes sections for details about the applicant's spouse, dependents, income sources, bank accounts, loans, and emergency contacts. The form also asks about the applicant's property ownership, court cases, and how they learned about Cityland.

Uploaded by

Jim Hans Umali
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
20 views

Client Data Sheet Form_bbf2b3d9 1ac1 4ed5 a055 4b74969e24f8

This document is a prospective client's data sheet that requires personal, financial, and contact information from the applicant. It includes sections for details about the applicant's spouse, dependents, income sources, bank accounts, loans, and emergency contacts. The form also asks about the applicant's property ownership, court cases, and how they learned about Cityland.

Uploaded by

Jim Hans Umali
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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PROSPECTIVE CLIENT‘S DAT A SHEET

(PLEASE COMPLETE ALL SECTIONS AND PRINT LEGIBLY ON BOTH SIDES. THANK YOU.)

A. FIRST NAME MIDDLE NAME LAST NAME NICKNAME


CIVIL STATUS SEX BIRTHDATE CITIZENSHIP T.I.N. _________________________
 SINGLE  WIDOWED  MALE ✔ FILIPINO
 PASSPORT NO. ________________
 MARRIED  FEMALE  OTHERS ____________________ IF ALIEN, ACR NO. ______________
T

HOME ADDRESS: ___________________________________________________________________________________________________________ SINCE _____________


N

RESIDENCE(S) FOR THE PAST 5 YEARS (INCLUDE DATES) __________________________________________________________________________________________


A

______________________________________________________________________________________________________________________________________________
C

______________________________________________________________________________________________________________________________________________

TEL. NO. MOBILE PHONE NO. E-MAIL ADDRESS:


I

 EMPLOYED COMPANY NAME _________________________________________ DEPT./POSITION _____________________ YRS. OF EMPLOYMENT ______


L

 SELF-EMPLOYED NATURE OF BUSINESS ___________________________________________________________________________________________________


P

COMPANY BUSINESS ADDRESS TEL. NO.

B. EST. MONTHLY INCOME: OWN SPOUSE INCOME FROM OTHER SOURCES ____________
P

SOURCE OF INCOME: LOCAL EMPLOYMENT ________________ LOCAL EMPLOYMENT ________________


OVERSEAS EMPLOYMENT ____________ OVERSEAS EMPLOYMENT ____________ TOTAL MONTHLY EARNINGS ________________
A

EST. MONTHLY EXPENDITURES _____________

LIVING ACCOMMODATION: DO YOU RENT? __________ PAY MORTGAGE? __________ OWN A HOUSE? __________ OTHERS? (SPECIFY) _______________________

IF RENTING, LESSOR'S NAME __________________________________________________________________________ TEL. NO. ________________________________

LESSOR'S ADDRESS

C. SPOUSE: FIRST NAME MIDDLE NAME LAST NAME NICKNAME


Y

BIRTHDATE CITIZENSHIP T.I.N. __________________________________________


 FILIPINO PASSPORT NO. _________________________________
L

 OTHERS _____________________________ IF ALIEN, ACR NO. _______________________________


I

TEL. NO. MOBILE PHONE NO. E-MAIL ADDRESS:


M

 EMPLOYED COMPANY NAME ________________________________________________ DEPT./POSITION _______________ YRS. OF EMPLOYMENT ______


 SELF-EMPLOYED NATURE OF BUSINESS _____________________________________________________________________________________________________
A

COMPANY BUSINESS ADDRESS ___________________________________________________________________________ TEL. NO. _____________________________


F

D. NO. OF DEPENDENT/S: ________________________________ WORKING __________________________ STUDYING: ELEM./HIGH SCHOOL ____________________


COLLEGE
E. BANK (SIGNATORY OF BANK ACCOUNT(S) BELOW TO SIGN BANK AUTHORIZATION LETTER PLEASE)
NAME OF BANK BRANCH/ADDRESS TYPE OF ACCOUNT ACCOUNT NUMBER ACCOUNT HOLDER
S

1. __________________________________ ________________________________________ __________________ _____________________ __________________


2. __________________________________ ________________________________________ __________________ _____________________ __________________
E

3. __________________________________ ________________________________________ __________________ _____________________ __________________


C

F. LOAN (PAST/PRESENT FINANCIAL OBLIGATION)


FINANCING COMPANY BRANCH/ADDRESS LOAN ACCT. # ACCT. HOLDER DATE OF LOAN AMOUNT
N

1. _____________________________________ ______________________ _________________ _________________ _________________ ___________________


2. _____________________________________ ______________________ _________________ _________________ _________________ ___________________
E

3. _____________________________________ ______________________ _________________ _________________ _________________ ___________________


R

G. TRADE (NAME 3 COMPANIES/SUPPLIERS/PERSONS HAVING THE MOST BUSINESS WITH YOU)


NAME ADDRESS TELEPHONE NUMBER
E

1. ___________________________________________ ______________________________________________________________________ ______________________


2. ___________________________________________ ______________________________________________________________________ ______________________
F

3. ___________________________________________ ______________________________________________________________________ ______________________


E

H. PERSONAL (NAME 3 PERSONS LIVING IN METRO MANILA WITH PHONE NUMBERS. DO NOT INCLUDE RELATIVES)
NAME ADDRESS TELEPHONE NUMBER
R

1. ___________________________________________ ______________________________________________________________________ ______________________


2. ___________________________________________ ______________________________________________________________________ ______________________
3. ___________________________________________ ______________________________________________________________________ ______________________

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OTHER INFORMATION
I. DO YOU OWN A VEHICLE?  YES  NO IF YES, HOW MANY? __________
CAR MAKE MORTGAGE (Mortgator, Amount Mortgaged, Remaining Term) YEAR ACQUIRED

J. DO YOU OWN A REAL ESTATE PROPERTY?  YES  NO IF YES, HOW MANY? __________
KIND (lot, h/l, condo., etc.) LOCATION MORTGAGE (Mortgator, Amount Mortgaged, Remaining Term)

K. HAVE YOU PURCHASED REAL ESTATE PROPERTY FROM CITYLAND BEFORE?  YES  NO

L. COURT CASES: ARE/WERE YOU OR YOUR COMPANY INVOLVED IN ANY CASE EITHER AS PLAINTIFF OR DEFENDANT? __________
CASE # COMPLAINT FILED DATE FILED PLAINTIFF VS. DEFENDANT

M. DO YOU HAVE ANY RELATIVE OR FRIEND WHO WORKED OR IS WORKING IN CITYLAND OR ITS AFFILIATES? __________
IF YES, PLEASE STATE:
NAME RELATIONSHIP POSITION DEPT.

N. EMERGENCY CONTACTS (ONE IMMEDIATE RELATIVE, ONE CLOSE FRIEND)


NAME HOME or BUSINESS ADDRESS TEL. NO. RELATIONSHIP
1.

2.

O. I AM BUYING THIS LOT/UNIT FOR: (PLEASE CHECK ONLY ONE)

 OCCUPANCY  RESALE  TO RENT OUT  INVESTMENT

P. I CAME TO KNOW CITYLAND THROUGH: (PLEASE CHECK ONLY ONE)

NEWSPAPER MANILA BULLETIN PHIL. DAILY INQUIRER PHIL. STAR OTHER (SPECIFY _____________________)

BOX ADS

PRESS RELEASE

 BILLBOARD (LOCATION ______________________________________________________________________________)

 BROKER (NAME ________________________________________________________________________ TEL. NO. ______________________________________)

 REFERRED BY FRIEND / RELATIVE (NAME ________________________________________________________________ TEL. NO. _______________________)

 WEBSITE ___________________________________

 WINDOW AD  MASS PRESENTATION

 SALES STAFF / COLD CALLS

 ADDITIONAL PURCHASE

 WALK-IN _____ OFFICE _____ ONP _____ NRT _____TMR2 _____ PPT _____ TGR _____ GCR _____ BOOTH

 OTHERS ___________________________________

Q. I HAPPEN TO LIKE THE UNIT/LOT IN THIS PARTICULAR CONDO / SUBDIVISION BECAUSE OF: (PLEASE CHECK ONLY ONE)

 PRICE  AMENITIES  TERMS OF PAYMENT  UNIT LAY-OUT


 LOCATION  BUILDING FACADE  UNIT SIZE / AREA  OTHER (SPECIFY ____________________)
R. WHAT OTHER LOCATION/S WOULD YOU LIKE CITYLAND TO BUILD/DEVELOP? (PLEASE BE SPECIFIC)
________________________________________________________________________________________________________________________________________

PROJECT _____________________________________ DOWNPAYMENT P ____________________________________

LOT/UNIT NO. _____________________________________ DP DUE DATE ______________________________________

CASH PRICE P____________________________________ MA AMOUNT P ____________________________________

NET PRICE P____________________________________ NO. OF MONTHS ______________________________________

I / WE CERTIFY THAT THE ABOVE INFORMATION/DATA IS TRUE AND CORRECT. I/WE HEREBY AUTHORIZE CITYLAND GROUP OF COMPANIES AND ITS
EMPLOYEES/REPRESENTATIVES TO OBTAIN AND PROCESS MY/OUR/ANY INFORMATION/DATA NECESSARY FOR EVALUATING MY/OUR APPLICATION RELATIVE TO
MY/OUR PURCHASE OF PROPERTY AND OTHER RELATED SERVICES. I/WE AGREE THAT ANY MATERIAL MISTAKE OR CONCEALMENT OF ANY INFORMATION OR
THE WITHDRAWAL OF CONSENT TO SECURE/PROCESS SUCH SHALL BE GROUNDS FOR CANCELLATION OF THE APPLICATION OR ANY CONTRACT WITH CITYLAND.

____________________________________________ ___________________________________
PROSPECTIVE BUYER/LESSEE DATE
(SIGNATURE OVER PRINTED NAME)
NOTED BY:

__________________________________
SALES STAFF revisedG2018/leslie-d/msword/datashet.
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