Client Needs Analysis Sample


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Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!

Instead, we provide this standardized Client Needs Analysis Sample template with text and formatting as a starting point to help professionalize the way you are working. Our private, business and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter!

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Additional Notes: Amount of credit sought: Term of credit sought (years): If purchasing property, how long are you looking to retain the property for (Please provide reasons below) 2 years 2- 5 years 5 – 10 years 10 years plus If refinancing or consolidating debts, please provide details of the debts that are being refinanced or consolidated and the resulting benefit to you TT08.1 Responsible Lending: Client Needs Analysis YOUR DETAILS: CLIENT 1: Title: Mr Mrs Ms Miss Other CLIENT 2: Title: Surname: Surname: Given Names: Given Names: Previous Name Previous Name Date of Birth: Marital Status: / / Sex: Single Widowed Number of Dependants: Current Address: Male Female Married De Facto Separated Ages: Divorced State Mr Date of Birth: Marital Status: Mrs / / Widowed Male Female De Facto Separated Ages: Divorced P/Code Time at Current Address: Years Months Current Residential Status: Own Home Years Months Current Residential Status: Mortgaged Renting Live with Family Boarding Other State Own Home Mortgaged Renting Living with Family If under 2 years, please provide previous address details: If under 2 years, please provide previous address details: P/Code State P/Code Postal address (if different from residential address): State: Email Address: State: Email Address: P/Code: P/Code: Home Phone Number: ( ) Home Phone Number: ( ) Work Phone Number: ( ) Work Phone Number: ( ) ( ) Mobile Number: Boarding Other Postal address (if different from residential address): Mobile Number: Fax Number: Preferred Daytime Contact Number: Other Married State Time at Current Address: Miss Sex: Single Number of Dependants Current Address: P/Code Ms ( Home ) Work Face to Face Identity Check TT08.1 Responsible Lending: Client Needs Analysis Fax Number: Mobile Preferred Daytime Contact Number: Face to Face Identity Check Home Work Mobile IDENTIFICATION DOCUMENTS CLIENT 1: Document Type CLIENT 2: Document Type Photo ID Yes NO Photo ID Yes Document Number Document Number Place of Issue Place of


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