Current Sales Cycle
Floor Confirmed Sales
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Total Sales
Floor Target Progress
0%
0 / 735
CGM Add-On Performance
0
Add-ons sold
R149 / month
Top Performers — Sales
Collections — Current Cycle
Total Collections
0
Mediation Sales
0
Collections Leaderboard
Previous Month — Sales
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Previous Month — Collections
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Your Personal Performance
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Confirmed Sales
0
CGM Add-Ons
0
Personal target (25)
0%
Sales Submission
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Sales Submission Form
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Profile
2
Assessment
3
Banking
Client Profile
Marital Status
Single
Married
Divorced
Widowed
Employment Status
Employed
Self Employed
Pensioner
Support / Grant
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Debt Review Assessment
Are you under Debt Review?
Yes
No
Select Debt Review Status
A
A1
B
C
D3
D4
F
G
G1
Were you placed under debt review by a call centre?
Yes
No
Not Sure
Were you aware that you were placed under debt review?
Yes
No
Not Sure
Are you currently paying your Debt Review instalment?
Yes
No
Have you missed any payments in the last 3 months?
No
Yes
How long have you been under Debt Review?
Less than 6 months
6–12 months
1–2 years
2+ years
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Evaluate Client
Processing Assessment...
Agent Confirmation — Required Before Banking
I have fully explained the service and process.
Client understands and has no outstanding questions.
Client confirmed willingness to proceed.
Proceed to Banking →
Banking Details
Select Payment Option
R6 900 Once-Off
R3 750 x 2 Months
R2 500 x 3 Months
R1 875 x 4 Months
R1 500 x 5 Months
Credit Investigation – R649
Legal Assessment – R2 000
Legal Assessment - R999 x 2 Months
Add CGM Product – R149 per month
Account Type
Cheque
Savings
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Generate Summary
Application History — This Session