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

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

Co Applicant First Name

Co Applicant Last Name

Co Applicant DOB

Co Applicant Phone Number

Co Applicant Email Address

Co Applicant SIN

Co Applicant Employment

Co Applicant Monthly Income

SECTION 4: Desired Vehicle & Budget

Type of Vehicle *

Make

Model

Year

Link To Vehicle On Website

Transmission

Monthly Budget *

Down Payment Amount Available *

SECTION 5: Trade-In Vehicle Details

Trade-In Vehicle? *

Yes

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

Permission to Pull Credit *

Clear

I authorize the dealership to obtain credit information to assist with my vehicle financing process and have reviewed the privacy policy.

Drivers License *

Preferred Appointment Type *

Preferred Appointment Date *