SOLITAIRE

Underwriters Desk

INITIALIZING ✦ SECURE

v2.1 · INDIA

Lead capture

Full name

Phone

Father's Name

Mother's Name

Education

Employment Type

Company / Business

Location

Pincode

Annual income (₹)

Monthly debt (₹)

Date of Birth

Retirement Age (if applicable)

For Government employees only. Max 58+5 years extension.

Reference 1

Full Name

Contact Number

Address

Relationship

Reference 2

Full Name

Contact Number

Address

Relationship

Only Admin can approve KYC

Verification & Assessment (unlocked after KYC approved)

Customer Verification

⏳ Pending

Verification Type

Verification Date

Verification Officer

Remarks

Physical Assessment / PD

⏳ Pending

Assessment Type

Assessment Date

Assessor Name

Assessment Report

Property Condition

Approx. Market Value (₹)

🔓 Property Cards Unlock Status

Property Mortgage (unlocked after verification & assessment approved)

Property Details

⏳ Pending

Property Type

Property Sub-Type

Property Age (Years)

Property Address

City

State

Pincode

Survey/Plot Number

Property Dimensions

⏳ Pending

Land Area (Sq. Ft.)

Built-up Area (Sq. Ft.)

Carpet Area (Sq. Ft.)

Number of Floors

Bedrooms

Bathrooms

Parking

Valuation

⏳ Pending

Property Value (₹)

Valuation Date

Valuation Agency

Valuation Report Number

Valuation Remarks

Legal Status (Legal Team Only)

⏳ Pending

Title Status

Encumbrance Status

Property Tax Status

Approved Authority

Legal Remarks

Title Deed Reference

Registration Date

Mortgage Details

⏳ Pending

Mortgage Type

Loan to Value (LTV %)

Mortgage Date

Mortgage Registration No.

Mortgage Remarks

Additional Information

⏳ Pending

Property Insurance

Insurance Policy No.

Insurance Provider

Additional Remarks

Balance Transfer Details

Current Bank / Lender

Current Loan Account Number

Balance Transfer Amount (₹)

Top Up Amount (₹)

Total Loan Amount (₹) - Auto Calculated

Current Interest Rate (%)

Current EMI (₹)

Remaining Tenure (Months)

Assign Legal, Technical & Credit Team

Legal Associate

Technical Associate

Credit Associate

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Arjun Reddy · Home Loan

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