Finance Credit Evaluation Form Template
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Finance Credit Evaluation Form

Please complete all sections of this Finance Credit Evaluation Form accurately and thoroughly to ensure a comprehensive assessment of the creditworthiness. Any additional supporting documents should be attached and submitted along with this form for a complete evaluation.

Applicant Information

Name of Applicant

[YOUR NAME]

Address

Phone Number

Email Address

Date of Birth

Identification Number

Date

[Month, Day, Year]


Credit Information/History

Credit Score

Late Payments

Current Outstanding Debt

Other Remarks

Employment Information

Employer Name

Job Title

Monthly Income

Total Assets

Current Debt-to-Income Ratio

Bank Account Details

Reference 1:

Reference 2:

Name: [Reference Name]

Relationship: [Relationship to Applicant]

Contact Information: [Phone, Email]

Name: [Reference Name]

Relationship: [Relationship to Applicant]

Contact Information: [Phone, Email]

Decision

  • Approved

  • Denied

  • Conditional (Specify conditions: ______________________)

Credit Officer's Signature: Date: [Month, Day, Year]

Supervisor/Manager's Signature: Date: [Month, Day, Year]