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This Dealerflow API is intended for registered Dealerflow partners. To become one, please get in touch with us.

The API is organized around REST. All API requests must be made over HTTPS. Calls made over plain HTTP will fail. API requests without authentication will also fail.

Environments

We provide two environments:

Authentication

Authenticate your account by including your credentials in all API requests. Authentication is performed via HTTP Basic Auth.

Quotes endpoint

POST /quotes

Creates new Quote, which will be processed by Dealerflow staff. Returns ID of created quote.

Argument Mandatory Value Description
purchaseType Yes One of Refinance, Private to Private or Dealer. Type of purchase client requests.
amountFinanced Yes Decimal Financed amount in ZAR.
deposit Yes Decimal Deposit in ZAR.
year Yes String Vehicle production year.
bankFinancedWith Yes String TODO
firstName Yes String Client’s first name.
lastName Yes String Client’s last name.
email Yes String Client’s email.
idNumber Yes String Client’s ID number.
cellPhone Yes String Client’s phone number.
vehicleMake Yes String Vehicle make.
vehicleModel Yes String Vehicle model.
sellerName Yes String Seller’s full name.
sellerPhone Yes String Seller’s phone number.
sellerEmail Yes String Seller’s email.
dealerName Yes String Dealer’s full name.
dealerPhone Yes String Dealer’s phone number.
dealerEmail Yes String Dealer’s email.

Example request (PHP):

<?php

$dealerflowApiUrl = 'https://api.dealerflow.co.za';
$dealerflowApiLogin = 'YOUR_LOGIN';
$dealerflowApiPassword = 'YOUR_PASSWORD';
$dealerflowApiLog = 'log.txt';

try {
    $data = array(
        'purchaseType' => $YOUR_PurchaseType,
        'amountFinanced' => $YOUR_AmountFinanced,
        'deposit' => $YOUR_Deposit,
        'year' => $YOUR_Year,
        'bankFinancedWith' => $YOUR_BankFinancedWith,
        'firstName' => $YOUR_FirstName,
        'lastName' => $YOUR_LastName,
        'email' => $YOUR_Email,
        'idNumber' => $YOUR_IdNumber,
        'cellPhone' => $YOUR_CellPhone,
        'vehicleMake' => $YOUR_VehicleMake,
        'vehicleModel' => $YOUR_VehicleModel,
        'sellerName' => $YOUR_SellerName,
        'sellerPhone' => $YOUR_SellerPhone,
        'sellerEmail' => $YOUR_SellerEmail,
        'dealerName' => $YOUR_DealerName,
        'dealerPhone' => $YOUR_DealerPhone,
        'dealerEmail' => $YOUR_DealerEmail);

    $curl = curl_init($dealerflowApiUrl . '/quotes');

    curl_setopt($curl, CURLOPT_HTTPAUTH, CURLAUTH_BASIC);
    curl_setopt($curl, CURLOPT_USERPWD, $dealerflowApiLogin . ':' . $dealerflowApiPassword);

    curl_setopt($curl, CURLOPT_HTTPHEADER, array('Content-type: application/json'));
    curl_setopt($curl, CURLOPT_POST, true);
    curl_setopt($curl, CURLOPT_POSTFIELDS, json_encode($data));
    $result = curl_exec($curl);

    file_put_contents($dealerflowApiLog, "\n\r" . date('[m/d/Y h:i:s a]', time()) . " " . $result . "\n\r", FILE_APPEND);

    curl_close($curl);
}
catch (Exception $e) {
    file_put_contents($dealerflowApiLog, "\n\r" . date('[m/d/Y h:i:s a]', time()) . " " . $e -> getMessage() . "\n\r", FILE_APPEND);
}

?>

Credit Application endpoint

POST /creditapplication

Receives full Credit Application and creates corresponding Quote which will be processed by Dealerflow staff. Returns ID of created quote.

Values passed to the POST request must be encoded as multipart/form-data

The below table is a composition of all mandatory fields:

Argument Mandatory Value Description
creditApplicationFileName Yes String(50) Name of full Credit Application file
creditApplicationPDF Yes File PDF file of full Credit Application
purchaseType Yes One of Refinance, Private to Private or Dealer. Type of purchase client requests.
purchasePriceIncludingVat Yes Currency Purchase Price including Vat
deposit Yes Decimal Deposit
yearOfFirstRegistration Yes Integer Year of First Registration
customerBankAccountBank Yes Bank Name Bank Name
customerFirstName Yes String Applicant first name.
customerSurname Yes String Applicant last name.
customerEmail Yes String Applicant email.
customerIdNumber Yes String Applicant ID number.
customerMobilePhoneNumber Yes String Applicant phone number.
make Yes String Vehicle make.
model Yes String Vehicle model.
sellerName Yes String Seller’s full name.
sellerPhone Yes String Seller’s phone number.
sellerEmail Yes String Seller’s email.
dealerName Yes String Dealer’s full name.
dealerPhone Yes String Dealer’s phone number.
dealerEmail Yes String Dealer’s email.

Files

Client is able to send any files and key-value pairs as well as request is formed as multipart/form-data Files that are being sent will be attached to the Credit Application. File with special name creditApplicationPDF is considered as main PDF application.

Use those fields to provide known particular information about applicant. Please note that tables below may include mandatory fields from the Mandatory Fields table.

Applicant Details

Argument Mandatory Value Description
customerFirstName Yes String(28) First Name
customerMiddleName No String(27) Middle Name
customerSurname Yes String(55) Surname
customerIdType No Id Type Applicant Id Type
customerIdNumber Yes String(13) Id Number
customerDateOfBirth No Date Date Of Birth

Passport Details

Argument Mandatory Value Description
customerPassportDateOfIssue No Date Date of Passport Issue
passportValidToDate No Date Date of Passport Expiration
customerResidencePermitType No Residence Permit Type Residence Permit Type
customerResidencePermitNumber No String(13) Residence Permit Number
customerResidencePermitCountryOfIssue No Country Residence Permit Country of Issue
customerResidencePermitDateOfIssue No Date Residence Permit Date of Issue
customerResidencePermitExpiryDate No Date Residence Permit Expiry Date
customerWorkContractExpiryDate No Date Work Contract Expiry Date

Vehicle Details

Argument Mandatory Value Description
articleType Yes Article Type Vehicle Type
articleCondition No Article Condition Vehicle Condition
articleUse No Article Use Vehicle Usage
yearOfFirstRegistration Yes Integer Year of First Registration
mmCode No String(8) M&M Code
make Yes String(255) Make
model Yes String(255) Model
purchasePriceIncludingVat Yes Currency Purchase Price including Vat
chassisNo No String(255) Chassis Number
registrationNumber No String(8) Registration Number
engineNumber No String(255) Registration Number

Finance Details

Argument Mandatory Value Description
repaymentPeriod No Repayment Period RepaymentPeriod
interestRate No Percentage Interest Rate
rateIndicator No Rate Indicator Rate Indicator
residualValue No Percentage Residual Value
deposit Yes Currency Deposit
sourceOfDeposit No Deposit Source Deposit Source
financeInitiationFees No Boolean Finance Initiation Fees
advance No Boolean Advance
docFee No Currency Doc Fee
serviceFee No Currency Service Fee
instalmentDate No Date Instalment Date

Personal Details

Argument Mandatory Value Description
customerPreferredLanguage No Language Preferred Language
customerGender No Gender Gender
customerTitle No Title Title
customerRaceEthnicGroup No Race Ethnic Group Race Ethnic Group
customerGraduate No Boolean Graduate
customerMaritalStatus No Marital Status Marital Status
customerMaritalContract No Marital Contract Marital Contract
dateMarried No Date Marital Date
customerPreferredContactMethod No Preffered Contact Method Preferred Contact Method
customerMobilePhoneNumber Yes String(10) Mobile Phone Number
mobileType No Mobile Type Mobile Type
customerHomePhoneNumber No String(10) Home Phone Number
customerEmail Yes String(80) Email
customerWorkPhoneNumberType No Mobile Type Work Phone Number Type
customerWorkPhoneNumber No Phone Type Work Phone Number
countryOfBirth No Country Country of Birth

Residential Details

Argument Mandatory Value Description
customerResidentialAddressLine1 No String(50) Residential Address Line 1
customerResidentialAddressLine2 No String(50) Residential Address Line 2
customerPostalAddressLine1 No String(50) Postal Address Line 1
customerResidentialAddressCity No String(50) Residential Address City
customerPostalAddressCity No String(50) Postal Address City
customerResidentialAddressSuburb No String(50) Residential Address Suburb
customerPostalAddressSuburb No String(50) Postal Address Suburb
customerResidentialAddressPostalCode No String(4) Residential Address Postal Code
customerPostalAddressPostalCode No String(4) Postal Address Postal Code
sameAsRes No Address Use Postal Address same as Residential
ownerTenantLodger No Tenant Lodger Owner Tenant Lodger
outstandingBondBalance No Currency Outstanding Bond Balance
jointHomeloanIndicator No Boolean Joint Homeloan Indicator
jointBondPercentage No Currency Joint Bond Percentage
typeOfHouse No String(15) House Type
residentialOwner No Residential Owner Residential Owner
facilityValue No Currency Facility Value
propertyCurrentValue No Currency Property Current Value
bondLenders No Bond Lenders Bond Lenders
customerPeriodAtPreviousAddressYears No Integer Years of Period at Previous Address
customerPeriodAtPreviousAddressMonths No Integer Months of Period at Previous Address
customerPeriodAtCurrentAddressYears No Integer Years of Period at Current Address
customerPeriodAtCurrentAddressMonths No Integer Months of Period at Current Address

Spouse Details

Argument Mandatory Value Description
spouseFirstNames No String(40) First Name
spouseMiddleName No String(40) Middle Name
spouseSurname No String(60) Surname
spouseIdType No Id Type Identification Type
spouseIdNo No String(13) Identification Number
spousedateOfBirth No Date Birth Date
spousePhoneNumber No String(10) Phone Number

Employer Details

Argument Mandatory Value Description
employerName No String(40) Name of employer
customerOccupation No Occupation Customer Occupation
employerIndustryType No Industry Type Industry Type of employer
customerEmploymentStatus No Employment Status Customer employment status
employmentLevel No Employment Level Employment Level
customerType No Customer Type Type of Customer
employerAddressLine1 No String(50) Address Line 1
employerAddressLine2 No String(50) Address Line 2
employerCity No String(50) City
employerSuburb No String(50) Suburb
employerPostalCode No String(4) Postal Code
customerPeriodAtCurrentEmployerYears No Integer Years of Period at current Employer
customerPeriodAtCurrentEmployerMonths No Integer Months of Period at current Employer
customerPeriodAtPreviousEmployerYears No Integer Years of Period at current Employer
customerPeriodAtPreviousEmployerMonths No Integer Months of Period at current Employer

Applicant Income Details

Argument Mandatory Value Description
sourceOfIncome No Income Source Source of Income
sumIncomeCustomerGrossRemuneration No Currency Customer Gross Remuneration
sumIncomeCustomerMonthlyCommission No Currency Customer Monthly Commission
sumIncomeCustomerCarAllowance No Currency Customer Car Allowance
sumIncomeCustomerOvertime No Currency Customer Overtime
reimbursement No Currency Reimbursement
addIncomeCustomerNetTakeHomePay No Currency Customer Net Take Home Pay
addIncomeSpouseNetTakeHomePay No Currency Spouse Net Take Home Pay
addIncomeCustomerOtherIncome No Currency Customer Other Income
customerTotalMonthlyIncome No Currency Customer Total Monthly Income
sumIncomeSpouseGrossRemuneration No Currency Spouse Gross Remuneration
sumIncomeSpouseMonthlyCommission No Currency Spouse Monthly Commission
sumIncomeSpouseCarAllowance No Currency Spouse Car Allowance
spouseTotalMonthlyIncome No Currency Spouse Total Monthly Income
sumIncomeCustomerRental No Currency Customer Rental
sumIncomeSpouseRental No Currency Spouse Rental
sumIncomeCustomerMaintenance No Currency Customer Maintenance
sumIncomeSpouseMaintenance No Currency Spouse Maintenance
addIncomeSpouseOtherIncome No Currency Spouse Other Income
addIncomeCustomerOtherIncomeDescription No String(100) Description of Customer Other Income
addIncomeSpouseOtherIncomeDescription No String(100) Description of Spouse Other Income

Applicant Expenses

Argument Mandatory Value Description
sumExpensesCustomerBondPayment No Currency Customer Bond Payment
sumExpensesSpouseBondPayment No Currency Spouse Bond Payment
sumExpensesCustomerRent No Currency Customer Rent
sumExpensesSpouseRent No Currency Spouse Rent
sumExpensesCustomerRates No Currency Customer Rates
sumExpensesSpouseRates No Currency Spouse Rates
sumExpensesCustomerVehicleInstallments No Currency Customer Vehicle Installments
sumExpensesSpouseVehicleInstallments No Currency Spouse Vehicle Installments
sumExpensesCustomerLoanRepayments No Currency Customer Loan Repayments
sumExpensesSpouseLoanRepayments No Currency Spouse Loan Repayments
sumExpensesCustomerCreditCardRepayments No Currency Customer Credit Card Repayments
sumExpensesSpouseCreditCardRepayments No Currency Spouse Credit Card Repayments
sumExpensesCustomerFurnitureAccounts No Currency Customer Furniture Accounts
sumExpensesSpouseFurnitureAccounts No Currency Spouse Furniture Accounts
sumExpensesCustomerClothingAccounts No Currency Customer Clothing Accounts
sumExpensesSpouseClothingAccounts No Currency Spouse Clothing Accounts
sumExpensesCustomerOverdraftRepayments No Currency Customer Overdraft Repayments
sumExpensesSpouseOverdraftRepayments No Currency Spouse Overdraft Repayments
sumExpensesCustomerInsurancePayments No Currency Customer Insurance Payments
sumExpensesCustomerTelephonePayments No Currency Customer Telephone Payments
sumExpensesSpouseTelephonePayments No Currency Spouse Telephone Payments
sumExpensesCustomerTransport No Currency Customer Transport
sumExpensesSpouseTransport No Currency Spouse Transport
sumExpensesCustomerFoodAndEntertainment No Currency Customer Food and Entertainment
sumExpensesSpouseFoodAndEntertainment No Currency Spouse Food and Entertainment
sumExpensesCustomerEducationCosts No Currency Customer Education Costs
sumExpensesSpouseEducationCosts No Currency Spouse Education Costs
sumExpensesCustomerMaintenance No Currency Customer Maintenance
sumExpensesSpouseMaintenance No Currency Spouse Maintenance
sumExpensesCustomerHouseholdExpenses No Currency Customer Household Expenses
sumExpensesSpouseHouseholdExpenses No Currency Spouse Household Expenses
customerTotalExpenses No Currency Total Expenses
spouseTotalExpenses No Currency Total Expenses
customerDisposableIncome No Currency Customer Disposable Income
spouseDisposableIncome No Currency Spouse Disposable Income

Liability Details

Argument Mandatory Value Description
suretyLiabilityIndicator No Boolean Surety Indicator
surety No String(100) Surety Description
guarantorLiabilityIndicator No Boolean Guarantor Liability Indicator
guarantor No String(100) Guarantor Liability Description
coDebtorLiabilityIndicator No Boolean Co Debtor Liability Indicator
coDebtor No String(100) Co Debtor Liability Description

Relative Details

Argument Mandatory Value Description
relativeFirstNames No String(40) First Name
relativeSurname No String(60) Surname
relativeRelation No Relative Relation Applicant Relation
relativePreferredContactMethod No Preffered Contact Method Preferred Contact Method
relativeCellphone No String(10) Personal Phone Number
relativeWorkNumber No String(10) Work Phone Number
relativeAddressLine1 No String(50) Address Line 1
relativeAddressLine2 No String(50) Address Line 2
relativeAddressSuburb No String(50) Address Suburb
relativeAddressCity No String(50) Address City
relativeAddressPostalCode No String(4) Address Postal Code

Banking Details

Argument Mandatory Value Description
accApplicant No Boolean Account Holder (Same as Applicant)
customerBankAccountHolder No String(100) Account Holder
validBankAccount No Boolean Have a valid bank account number
customerBankAccountBank Yes Bank Name Bank Name
customerBankAccountBranchName No String(255) Bank Branch Name
customerBankAccountBranchCode No String(21) Bank Branch Code
customerBankAccountNumber No String(21) Bank Account Number
customerBankAccountType No Bank Account Type Bank Account Type

Statement

Argument Mandatory Value Description
customerStatementDeliveryMethod No Statement Delivery Method Statement Delivery Method
customerPreferredEmailAddress No String(80) Preferred Email Address
customerAlternateEmailAddress No String(80) Alternate Email Address
customerPreferredDeliveryMethod No Preffered Delivery Method Preferred Delivery Method
Argument Mandatory Value Description
marketingConsentIndicator No Boolean Marketing Consent Indicator
concentIndicator No Boolean Concent Indicator
outstandingServiceConsent No Boolean Outstanding Service Consent
customerBankStatementConsentIndicator No Boolean Customer Bank Statement Consent Indicator

Key-value pairs that are being sent and their names do not match any name from tables above are considered as metadata and stored in the Credit Application as key-value pairs.

Reference Tables

Id Type

Option
South African Valid ID
Passport

Residence Permit Type

Option
Asylum Seeker
Permanent Resident
Refugee
Study Permit
Work Permit
Temporary Resident

Article Type

Option
Motor Vehicle
Light Duty Vehicle
MotorCycle
Boats
Caravans And Camping Equipment
OffRoad
Trailer
Jet-Ski

Article Condition

Option
New
Used

Article Use

Option
Taxi
Business
Private

Repayment Period

Option
6 Months
12 Months
18 Months
24 Months
30 Months
36 Months
42 Months
48 Months
54 Months
60 Months
72 Months

Rate Indicator

| Option | |———-| | Fixed | | Linked |

Deposit Source

Option
Access Bond
Bank
Bonus
Business Profits
Divorce Settlement
Donation / Gift
Home
Inheritance
Insurance Payout
Investment
Other
Pension
Policy
Retirement Annuity
Retirement funds
Retrenchment package
Salary
Savings
Trade-in

Language

Option
English
Afrikaans

Gender

Option
Male
Female

Title

Option
Advocate
Doctor
Mr
Miss
Mrs
Reverend
Professor

Race Ethnic Group

Option
Asian
Black
Coloured
White

Marital Status

Option
Divorced
Married
Single - Adult
Single - Young
Widow/er

Marital Contract

Option
Antenuptual Contract
In Community of property
Traditional Marriage
Married in COP (Chapter 2 & 3)
Married in COP ( not Chapter 2 & 3)
Foreign/Custom

Preffered Contact Method

Option
Cellphone
Home
Work

Mobile Type

Option
Contract
Pay-as-you-go

Phone Type

Option
Land line
Cell

Country

Option
SOUTH AFRICA
AFGANISTAN
ALBANIA
ALGERIA
AMERICAN SAMOA
ANDORRA
ANGOLA
ANTIGUA (WEST INDIES)
ARGENTINA
AUSTRALIA
AUSTRIA
AZORES
BAHAMAS
BAHRAIN
BANGLADESH
BARBADOS
BELEARIC ISLAND (SPAIN)
BELGIUM
BELIZE
BENIN
BERMUDA
BHUTAN
BOLIVIA
BOTSWANA
BRAZIL
BRUNEI
BULGARIA
BURUNDI
CAMEROON (UNITED REPUBLIC OF)
CANADA
CAPE VERDE
CAYMAN ISLAND (WEST INDIES)
CENTRAL AFRICAN REPUBLIC
CHAD
CHILE
CHINA
CHRISTMAS ISLAND
COCOS (KEELING) ISLAND
COLUMBIA
COMOROS
CONGO (PEOPLE DEMOCRATIC REPUBLIC OF)
COOK ISLAND
COSTA RICA
CUBA
CYPRUS
CZECHOSLOVAKIA
DENMARK
DJIBOUTI
DOMINICA (WEST INDIES)
DOMINICAN REPUBLIC
EAST TIMOR
ECUADOR
EGYPT
EL SALVADOR
EQUATORIAL GUINEA
ETHIOPIA
FALKLAND ISLAND
FEAROE ISLAND
FIJI
FINLAND
FRANCE
FRENCH GUIANA
FRENCH POLYNESIA
GABON
GAMBIA
GERMANY (DEMOCRATIC)
GHANA
GIBRALTAR
GRANADA (WEST INDIES)
GREECE
GREENLAND
GUADELOUPE (MARIE-GALANTE AND ST BARTHELEM)
GUAM
GUATEMALA
GUINEA
GUINEA-BISSAU
GUYANA
HAITI
HONDURAS
HONG KONG
HUNGARY
ICELAND
INDIA
INDONESIA
IRAN
IRAQ
IRELAND
ISREAL
ITALY
JAMAICA
JAPAN
JORDAN
KENYA
KIRIBATI
KOREA (NORTH DEMOCRATIC PEOPLE REPUBLIC)
KOREA (SOUTH DEMOCRATIC PEOPLE REPUBLIC)
KUWAIT
LAO (PEOPLE DEMOCRATIC REPUBLIC)
LEBANON
LESOTHO
LIBERIA
LIBYA
LIECHTENSTEIN
LUXEMBORG
MACAU
MADAGASCAR
MALAWI (REPUBLIC OF)
MALAYSIA
MALDIVES
MALI (REPUBLIC OF)
MALTA-GOZO
MARTINIQUE (FRENCH WEST INDIES)
MAURITANIA
MAURITIUS
MEXICO
MONACO
MONGOLIA
MONTSERRAT (WEST INDIES)
MOROCCO
MOZAMBIQUE
NAMIBIA
NAURU ISLAND
NEPAL
NETHERLANDS
NETHERLANDS ANTILLES
NEW CALEDONIA
NEW ZEALAND
NICARAGUA
NIGER
NIGERIA
NIUE ISLAND
NORFOLK ISLAND
NORWAY
OMAN
PAKISTAN
PALAU ISLANDS
PANAMA
PAPUA NEW GUINEA
PARAGUAY
PERU
PHILLIPINES
POLAND
PORTUGAL
PUERTO RICO
QATAR
REUNION
ROMANIA
RWANDA
SAMOA
SAN MARINO
SAO TOME AND PRINCIPE
SAUDI ARABIA
SENEGAL
SEYCHELLES
SIERRA LEONNE
SINGAPORE
SOLOMON ISLANDS
SOMALIA
SPAIN
SRI LANKA (CEYLON)
ST HELENA
ST KITTS-NEVAS ANGUILLA
ST LUCIA
SURINAM REPUBLIC
SWAZI HOMELAND
SWEDEN
SWITZERLAND
SYRIAN ARAB REPUBLIC
TAIWAN
TANZANIA (UNITED REPUBLIC OF)
THAILAND
TOGO (REPUBLIC OF)
TOKELAU ISLANDS
TONGA
TRINIDAD AND TOBAGO
TUNISIA
TURKEY
TURKS AND CAICOS ISLANDS
TUVALU ISLANDS
UGANDA
UKRANIAN USSR
UNITED ARAB EMIRATES
UNITED KINGDOM
UNITED STATES VIRGIN ISLANDS
URUGUAY
USA
VANUATU ISLAND
VENEZUELA
VIETNAM
WALLIS FUTUNA ISLANDS
WESTERN SAHARA
YEMEN
YUGOSLAVIA
ZAMBIA
ZIMBABWE

Address Use

Option
Use Address Below
Use Residential Address

Tenant Lodger

Option
Owner - Bonded
Owner - Bond Free
Tenant
Lodger

Residential Owner

Option
Self
Both
Spouse
Other

Bond Lenders

Option
ABN AMRO BANK
ABSA BANK
AFRICAN BANK
BANK WINDHOEK
BIDVEST BANK
BOE BANK (NEDBANK)
CAPITEC BANK
CITIBANK
FBC FIDELITY BANK LTD
FIRST NATIONAL BANK
GRINDROD BANK
HABIB OVERSEAS BANK
HBZ BANK
INVESTEC BANK LIMITED
MERCANTILE BANK
MFC
MTN BANKING (Standard Bank)
NBS (Nedbank)
NEDBANK
NEDBANK (Lesotho)
NEDBANK (Namibia)
NEDBANK (Swaziland)
OTHER
PEP BANK (NEDBANK)
PERMANENT BANK
RESERVE BANK
SA BANK OF ATHENS
SA POST OFFICE
STANDARD BANK
STANDARD BANK (SWAZILAND)
STANDARD CHARTERED BANK (20TWENTY)
STANDARD LESOTHO BANK LIMITED
UBAN BANK
WESBANK

Occupation

Option
Able Seaman
Accommodation Occupations
Accountant/Auditor
Actor or Actress
Admin Assistant
Admin Clerk
Admin Manager
Admiral
Advocate
Air Transport Occupations
Ammunition Seeker
Anaesthetist
Appraiser
Apprentice
Architect
Area Manager
Artisan
Artist
Assembler
Assessor
Assistant
Assistant Manager
Assistant to the Trades
Attorney
Auctioneer
Author
Baker
Bank Employee
Bank Teller
Barmaid
Barman / Bartender
Beautician
Biologist
Boilermaker
Bombardier
Book Maker
Bookkeeper
Bricklayer
Brigadier
Broker
Builder
Building Contractor
Building Inspector
Building Painter
Business Consultant
Butcher
Buyer
Cabinet Maker
Cabinet Minister
Cable Joiner
Candidate Officer
Captain
Carpenter / Joiner
Carpenter or Joiner
Cashier
Casting Worker
Catering Occupations
Chairman of Company
Chartered Accountant
Chefs
Chemist
Chief Petty Officer
Chiropracter
Civil Servant
Co-ordinator
Colonel
Commander
Commandore
Commissioner
Computer Operator
Computer Programmer
Computer System Analyst
Constable
Consultants
Cook
Copywriter
Corporal
Credit Collector or Personnel
Dance Instructor
Data Puncher
Dean
Debtors / Creditors Clerk
Dental Assistant
Dentist
Designer
Diplomat - not RSA Citizen
Director
District Manager
Doctor / General Practitioner
Draughtsman
Driver - Vehicle
Electrician
Engineer
Ensign
Estate Agent
Extension Officer - Agricultural
Factory Worker
Farm Foreman
Farm Worker
Farmer (Private Capacity)
Farmer Parttime
Farmer ie Grower
Financial Advisors
Fireman
Fisherman or Hunter
Fisherman/Hunter
Fitter And Turner
Flight Sargeant
Foreman
Forensic Analyst
Foundry Worker
Funeral Director
General
General Manager - Company
Geologist
Glazier
Government Employees
Graphic Designer
Grinder
Gynecologist
Hairdresser / Barber
Head of Technikon/College/School
Headmaster
Housekeeper
Housewife
IT/IT Technician
Inspector
Inspector of Schools
Insurance Agent
Insurance Broker
Insurance Consultant
Interior Decorator
Iron Worker
Jeweller
Journalist
Judge
Labourer / Unskilled Labourer
Labourer or Unskilled Labourer
Laundryman
Lay preacher
Leading Seaman
Lecturer
Legal Professions Other
Librarian
Lieutenant
Lieutenant Colonel
Lieutenant Commander
Lieutenant General
Lumberman
Machine Operator
Machinist
Major
Major General
Manager
Managing Director
Market Checker
Mason
Mechanic
Medic
Medical Doctor
Member of Parliament
Member of Provincial Council
Metal Worker
Meter Reader
Midshipman
Millwright
Mine Worker
Minister
Missionary
Model
Moulder
Municipal Servant
Musician
Nurse
Nursery Worker
Nursing Sister
Office Worker
Officer
Operator/Production Worker
Optician
Other Occupations Not Mentioned
Packer
Painter
Painter - Buildings
Paramedics
Part time / Contract Worker
Pensioner
Personnel Occupations
Petty Officer
Pharmacist
Photographer
Pilot
Pipefitter
Plasterer
Plumber
Police Officer
Porter
Postal Services Occupations
President
Priest
Prison Officer
Private
Production Control
Production Line Worker
Professor
Prospector
Psychiatrist
Psychologist
Quality Control
Quality Surveyor
Radio Announcer
Rail Transport Occupation
Rear Admiral
Receptionist
Rector
Regional Manager
Repair Man
Reporter
Researchers
Retired
Rigger / Scaffolder
Road Transport Occupations
Safety Officer
Salesman
Salesman/Marketer
Sargeant
Sargeant Major
Scholar
Scientist
Sculptor
Sea Transport Occupations
Seaman
Second Bombardier
Second Corporal
Second Lieutenant
Secretary
Security Guard
Security Officer
Self Employed(Professional)
Self Employed(non-professional)
Senator
Senior Executive Consultant
Senior Superintendent
Serviceman
Shopfitter
Singer
Slaughterman
Social Worker
Soldier
Sole Owner
Sole Owner - Individual(retail bank)
Sole Owner(Business Bank)
Specialist
Sport Occupations
Spray Painter
Staff Sargeant
Stage Artist
Steel Worker
Steeplejack
Stock Controller
Student
Sub-Lieutenant
Superintendent
Supervisor
Surgeon
Surveyor
Taxi Owner / Driver
Teacher
Technician
Telecommunication Occupation
Telephonist
Therapeutist
Traffic Officer
Train Driver
Transport Contractor
Typist
Unemployed
Veterinarian
Vice Admiral
Vice Corporal
Waiter
Warrent Officer
Welder
Zoologist

Industry Type

Option
AGRICULTURE
BUILDING AND CONSTRUCTION
BUSINESS SERVICES
COMMERCE
COMMUNITY SERVICE
EDUCATIONAL SERVICES - PRIVATE
ELECTRICITY,GAS AND WATER
ENTERTAINMENT/SPORTS/RECREATION
ESCOM
FINANCIAL
GOVERNMENT
MANUFACTURING
MEDICAL SERVICES - PRIVATE
MINING
NON-PROFIT ORGANISATIONS
PERSONAL SERVICES
RETAIL
TELKOM
TRANSPORT/STORAGE/COMMUNICATION
UNKNOWN

Employment Status

Option
Permanent
Contractual
Part time
Student
Self employed
Pensioner
Unemployed

Employment Level

Option
Senior Management
Management
Supervisor
Skilled Worker
Semi-Skilled Worker
Unskilled Worker
Junior Position

Customer Type

Option
Private Individual
Self Employed(Non-professional)
Self Employed(Professional)

Income Source

Option
Salary
Pension
Investments
Policy
Retirement Annuity
Donation/Gift
Inheritance

Relative Relation

Option
Aunt
Brother
Brother in Law
Cousin
Daughter
Father
Father in Law
Friend
Grandfather
Grandmother
Husband
Mother
Mother in Law
Sister
Sister in Law
Son
Uncle
Wife

Bank Name

Option
ABN AMRO BANK
ABSA BANK
ABSA-ITHALA
AFRICAN BANK
AL BARAKA
ALPHERA FINANCE
AUDI FINANCIAL SERVICES
BANK OF ATHENS
BANK WINDHOEK
BIDVEST BANK
BMW FINANCE
BOE BANK (NEDBANK)
CAPITEC BANK
CITIBANK
FBC FIDELITY BANK LTD
FIRST NATIONAL BANK
GRINDROD BANK
HABIB OVERSEAS BANK
HBZ BANK
INVESTEC BANK LIMITED
MERCANTILE BANK
NBS (NEDBANK)
NEDBANK
NEDBANK (Lesotho)
NEDBANK (Namibia)
NEDBANK (Swaziland)
OTHER
PEP BANK (NEDBANK)
RESERVE BANK
SA BANK OF ATHENS
SA POST OFFICE
STANDARD BANK
STANDARD BANK (SWAZILAND)
STANDARD CHARTERED BANK (20TWENTY)
STANDARD LESOTHO BANK LIMITED
TEBA BANK
TOYOTA FINANCIAL SERVICES
UNIBANK LIMITED
VOLKSWAGEN FINANCIAL SERVICES
WESBANK

Bank Account Type

Option
Cheque
Savings
Transmission

Statement Delivery Method

Option
Electronic Statement
Normal Printed Statement
Consolidated Printed Statement
No Statement

Preffered Delivery Method

Option
Physical
Postal