The Client Interview
Please complete this document with all the required information.
SECTION 1: Customer Identity & Contact Info
First Name
*
Middle Name
Last Name
*
Date of birth
SIN #
Email
*
Mobile Phone
*
Alternate Phone
Address
Street Address
City
Province
Country
Country
Postal code
Rent or Own?
Rent
Own
Monthly Housing Payment
$
SECTION 2: Employment & Income
Employer Name
Occupation
Time on the Job / Income
Income Type
Hours per Week (if hourly)
Rate per Hour (if hourly)
$
Monthly Income Estimate
$
Upload Proof of Income
SECTION 3: Co-Applicant Info (if applicable)
Will there be a Co Applicant?
Yes
No
Co Applicant First Name
Co Applicant Last Name
Co Applicant Phone Number
SECTION 4: Desired Vehicle & Budget
Type of Vehicle
Make
Model
Year
Link To Vehicle On Website
Transmission
Down Payment Amount Available
$
SECTION 5: Trade-In Vehicle Details
Trade-In Vehicle?
Yes
No
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Kilometres
Current Payment
Lien Holder
Lien $
Picture of Dash with Engine Running
Picture of Front of Vehicle
Picture of Passenger Side of Vehicle
Picture of Driver Side of Vehicle
Picture of Back of Vehicle
SECTION 6: Credit & Documentation
Drivers License
Preferred Appointment Type
Preferred Appointment Date
Submit Client Interview
