OPD Builder

Complete the profile in guided steps

Step 1 of 7

How to complete this form

1. Fill each step and click Continue to move next.
2. Use Save Draft anytime to save your progress and continue later.
3. In Step 6, review everything carefully before final generation.
4. In Step 7, click Generate OPD. After successful generation, View PDF and Download PDF will be available.

Applicant Category

Select the applicant type to unlock a tailored data flow.

Applicant Type *

Salaried Self Employed Non-Professional Self Employed Professional

Select applicant type to continue The form stays compact until you choose the right applicant flow.

Name *

Enter the full name of the applicant.

Phone Number *

Use a number where the bank or our team can contact you.

Email *

Your generated OPD and updates may be shared on this email.

Date of Birth *

Gender *

Employment Details

Provide current employer details and compensation profile.

Company Type *

Company Name *

Date of Joining *

Salary Details

Capture monthly in-hand and fixed obligations for lender assessment.

Gross Salary *

Net Salary *

Bonus Salary (if any)

Salary Credit Bank Name *

Other Bank Name *

Enter the salary credit bank name if it is not listed above.

Monthly Obligations (EMI, etc.)

Professional Details

Mention the primary profession for profile contextualization.

Occupation Type *

Please Specify Occupation *

Company Name

Enter your business name as used in official documents.

Nature of Business

Choose the primary nature of your business activity.

Industry Name

Enter your exact industry segment for better lender understanding.

GST Number

GST helps banks verify your business identity and turnover trail.

Udyam Aadhaar Number

Udyam registration helps identify MSME status, if applicable.

Date of Incorporation

This helps show how long your business has been operating.

Constitution

Select the legal structure of your business.

Credit Profile

Add credit score details after completing applicant and profile context.

Current CIBIL Score *

Your CIBIL score helps lenders understand repayment behavior.

Is your loan/account currently a Performing Asset or Non-Performing Asset? *

Performing Asset Non-Performing Asset

Performing Asset usually means repayments are regular. Non-Performing Asset means the account may have overdue payments or recovery/legal notices.

Financial details, existing loans, and CMR

Do you have any existing loans?

Tell us whether to include loan history in the final summary.

CMR Rank *

CMR 1 is generally considered the strongest commercial credit rank.

Existing Loans

Add one or multiple loans if they exist.

Proposed Loan Amount *

Type of Proposed Loan *

Preferred Bank / Financial Institution

Expected Tenure

Reason for Loan Requirement *

A strong reason includes the loan purpose, expected business benefit, repayment source, and timeline.

Any Additional Notes

Supporting Documents

Upload ITR files, GST returns, bank statements, notices, property documents, and more.

Document Type

File Upload

Upload documents that support your income, existing loans, business identity, or security details. Clear documents improve lender confidence.

Uploaded Files

Review everything before generation

Highlight missing fields, check the summary, and make edits before creating the PDF.

Final Step Instructions

Click Generate OPD. If this OPD is already paid, you will get View PDF and Download PDF. Otherwise Razorpay will open so you can complete the payment first.

Download PDF

OPD

Save draft, continue, review, and generate from one secure flow.