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Loan Purpose
- For all lawful purposes; specific purpose must be disclosed.
- Loan not granted for:
- Investment in real estate business.
- Speculative purposes (e.g., stocks, shares, securities, commodities, bullion).
Eligibility
- Individual and joint owners eligible, with immovable property for mortgage and sufficient income for repayment.
- Loan can also be granted to sole proprietors in personal capacity against property owned by the proprietorship firm.
Income Criteria
- Salaried: Minimum net monthly salary of ₹25,000.
- Self-Employed: Minimum net annual income of ₹3,00,000 for the last 3 years.
- Note: Depreciation can be added back to calculate net income for self-employed individuals.
- Common for both categories:
- Income from spouse, children, or parent can be included for EMI calculation; must be co-borrowers (max two).
- Joint owners’ income can also be considered; maximum of two co-borrowers allowed.
- Regular income (including rental) must be substantiated by proof (e.g., latest IT return, salary slip, bank statement).
Nature of Facility
- Term Loan: Maximum 15 years.
- Overdraft: Monthly reducing Drawing Power (DP) for 15 years, subject to annual review.
- Accounts opened with Scheme Codes in CBS:
- Term Loan: TLPIP
- Overdraft: ODIPR
- DP reduction automated in CBS, based on EMI principal component.
Loan Amount
- Minimum: ₹2 lakh
- Maximum: ₹1000 lakh
Loaning Powers
- Segment Head Scale III can sanction up to ₹80 lakh
- Segment Head Scale IV, PLP Head Scale IV, and PLP Head Scale V can sanction up to ₹100 lakh each.
- All Proposals above Rs. 100.00 lakh at PLP level shall be sanctioned by PLPCAC
- PLP CAC headed by Chief Manager can sanction upto Rs.400 lakh.
- PLP CAC headed by AGM can sanction upto Rs.500 lakh.
- For Loan above Rs. 500.00 lakh to Rs. 1000 lakh: HOCAC-I shall be the sanctioning authority
Internal Risk Rating
- PNB Score is mandatory for loan approval.
- Rating must be above 50 for automatic approval.
- Scores between 40 and 50 may be considered with justification by higher authority.
Assessment of Limit
- Maximum Limit:
- 65% of realizable value of the property.
- Repayment capacity assessed based on salary certificate or average gross monthly income from last three years’ ITRs.
- Repayment Cap (maximum permissible deduction):
- Income Up to ₹1 lakh: 60% of gross monthly income.
- Income Above ₹1 lakh: 70% of gross monthly income.
Repayment Period
- Overdraft: Liquidation in 15 years or up to age 70, whichever is earlier.
- Term Loan: Maximum 180 EMIs or up to age 70, whichever is earlier.
- Repayment tenure may vary based on co-borrower’s age, maximum up to age 70.
Renewal/Review
- Overdraft facilities reviewed every three years based on simplified formats; no additional documents required.
Restoration of Limit
- Restoration/enhancement of limit considered after 36 months, subject to satisfactory account conduct.
- Fresh repayment period may be allowed, up to 180 months.
Security
- Loans against equitable/registered mortgage of self-occupied residential, commercial, or industrial property with a minimum residual life of 25 years.
- For partly rented properties, financing allowed only for self-occupied portion.
- No loans for vacant plots, leased property, agricultural land, or third-party property, except:
- Against properties leased by government agencies, with conditions for mortgage and lease period exceeding loan tenure.