In an effort to quicken the loan application process, we’ve listed the necessary documents/items you will need. Should you require further guidance, you are free to call the office, or come in today. We do hope this helps you.
| LOAN TYPE | DOCUMENTS REQUIRED | Y/N |
| ALL APLICATIONS | Two months recent salary slip and job letter | √ |
| Two (2) valid photo identification cards | √ | |
| APPLIANCE/FURNITURE | Pro forma invoice from store | |
| BUSINESS | Bank statements | |
| Financial statements | ||
| Cash flow projections | ||
| Budget (Profit & Loss) | ||
| Business plan | ||
| DEBT CONSOLIDATION | Bills to be paid | |
| EDUCATION | Acceptance letter & Fees list | |
| FUNERAL EXPENSES | Quotation/invoice from the funeral home | |
| Proof of death certificate | ||
| INSURANCE (HOME/VEHICLE) | Renewal notice or quotation from the insurance company | |
| MEDICAL | Pro forma invoice or letter from doctor or medical facility (no personal details of medical procedure are required) | |
| MORTGAGE | Building contract | |
| Building plans approved by Town & Country Planning Department | ||
| Insurance (property) | ||
| Insurance (life/term) | ||
| Property Valuation | ||
| Purchase offer/Sale agreement | ||
| Quantity Surveyor’s estimate for construction | ||
| Site plan/plot | ||
| REPAIRS/RENOVATIONS – HOME | Builder’s contract or estimates for material & labour | |
| REPAIRS – VEHICLE | Expense quotation(s) | |
| Driver’s license | ||
| TRAVEL | Itinerary | |
| VEHICLE PURCHASE | Driver’s license | |
| Invoice or letter from seller | ||
| Insurance quotation | ||
| Current registration number | ||
| Valuation from dealer/trustworthy garage | ||
| Vehicle information | ||
| Year, make, model, engine # & chasis # | ||
| WEDDING | Proof – Letter from church/quotation for expenses |
*NB. Before any loan is disbursed, fees must be paid on your behalf to cover any external services unless included in the loan. These include:
- Assignment of insurance policies
- Vehicle Bill-of-Sale
- Investment Bonds
- Property Valuations
- VFI Services (Vehicle Data & Inspection check)