CLIENT INTERVIEW SHEET FOR STEP 2 AND 3

BMT- GROUP LOAN

DATE OF VISIT BRANCH: STA. MARIA AREA MANAGER: IMELDA D. MENDOZA

Profile( new, Did

existing, Payment Date of Last Loan ATM anybody You pay
preterminatio Loan Term( 25 Frequency payment approval Topic in Center card borrow directly to
n, drop out, Loan Amount weeks, 4 mos. (Weekly, Date of Loan TOTAL OB (Kailan huling in Center Usapang Logbook Latest SOA with your ATM txtbilis
Name of Selected Client Center # etc.) for Each Loan mos. Etc.) monthy,etc) Release (Regular,Special) CBU Bal. Nagbayad) Existing Business meeting? Other Loans paglago Updated? Received you? card? agent?

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CLIENT INTERVIEW SHEET FOR STEP 2 AND 3
BMT- INDIVIDUAL LOAN
DATE OF VISIT BRANCH: STA. MARIA AREA MANAGER: IMELDA D. MENDOZA

Profile( new
, existing, Program- Loan Term( 25 Payment Date of Last You pay
pretermina TMP, Mode of weeks, 4 Frequency payment ATM Did anybody directly to
tion, drop Yrs of Masikap, Total Loan Date of Loan Amt. of payment(DS, mos.,12 mos. (Weekly, Total OB (Kailan Huling PR/OR Latest SOA card with borrow your txtbilis
Name of Selected Client Center # out, etc.) membership HSLP,etc Amount Collateral/No? Existing Business Release Amortization PDC,etc. Etc.) monthy,etc) (Reg.special) CBU Bal. Nagabayad) Other Loans ISSUED? Received you? ATM card? agent?

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CLIENT INTERVIEW SHEET FOR STEP 2 AND 3
BMT- TPP LOAN
DATE OF VISIT BRANCH AREA MANAGER

Profile( new, You pay

existing, Farming Status of Total OB as of Date of Center Date of Last Did anybody directly to
preterm, drop Experience( CGT/GRT Farm(owner,t Date of Loan visit( incl. Date Expected Logbook Farm visit Last SOA ATM card borrow your txtbilis
Name of Selected Client Center # out, etc.) Years?) Conducted? Land Area enant) Loan Amount Name of Crop Release Special Loans) CBU Bal. Transplant Harvest Updated? by AAO Received. with you? ATM card? agent?

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