Form

/Form
Form 2017-02-10T11:35:55+00:00

Applicant 1 First Name*

Applicant 1 Middle Name
Applicant 1 Last Name
Gender
Address

Unit No

/ Street No*

Street Name*

Suburb*
State

Postcode*

 

Date moved in?
Date of Birth
Driver’s Licence Number

Exp

State

Marital Status
Number of Children
Telephone Home*
Telephone Mobile
Email Address*
Occupation
Occupation Status
Employer’s Name
Employer’s Address

Unit No

/ Street No

Street Name

Suburb
State

Postcode

 

Work Phone Number
Date started?
Gross Annual Income

$

per year

Family Allowance etc.

$

per year

Investment Property Rental Income

$

per year

Do you have any other income?

Yes

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No

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Applicant 2 First Name

type=”text”>

Applicant 2 Middle Name
type=”text”>
Applicant 2 Last Name
type=”text”>
Gender
Relationship to Applicant 1

Address (as above

)

Unit No

/   Street No

Street Name

Suburb
State

Postcode

 

Date moved in?
Date of Birth
Driver’s Licence Number

Exp

State

Marital Status (as above

)

Number of Children (as above

)

Telephone Home (as above

)

Applicant 2 Mobile Number
Applicant 2 Email Address
Applicant 2 Occupation

Status

Employer’s Name
Employer’s Address

Unit No

/ Street No

Street Name

Suburb
State

Postcode

 

Work Phone Number
Date started?
Gross Annual Income

$

per year

Family Allowance etc.

$

per year

Investment Property Rental Income

$

per year

Do you have any other income?

Yes

No

Please tell us what you wish to do with the loan?
Amount you wish to borrow

$

for

How long do you intend to keep this loan?

Years, to

You may choose more than one of the following.
New Home Purchase

Yes

No

New Investment Property

Yes

No

Refinance Current Loan

Yes

No

Refi and Payout Other Debts

Yes

No

Build New Home

Yes

No

Free Up Equity

Yes

No

Refinance Business Debt

Yes

No

Buy Vacant Land

Yes

No

Reverse Mortgage

Yes

No

Self Managed Super Fund Loan

Yes

No

Other
Do you quailify for the First Home Owners Grant?

Yes

No

Not sure

Have you signed a Contract of Sale?

Yes

No

If Self Employed do you have your most recent tax returns?

Yes

No

Do you have credit defaults?

Yes

No

How would you like to acces your account?
Internet\BPay\Phone

Yes

No

Don’t Care

Branchs

Yes

No

Don’t Care

ATM\Eftpos\Debit Card

Yes

No

Don’t Care

Cheque Book

Yes

No

Don’t Care

Other
Please list ALL your current liabilities.
Liability Type
Amount Owing
Payments
Limit
Refinance?

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

$

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List ALL assests.
Asset

Property 1 (as above

)

Owner Occupied

Investment

Value $

Address

Unit No

/  Street No

Street Name

Suburb

State

Postcode

 

Property 2

Owner Occupied

Investment

Value $

Address

Unit No

/  Street No

Street Name

Suburb

State

Postcode

 

Property 3

Owner Occupied

Investment

Value $

Address

Unit No

/  Street No

Street Name

Suburb

State

Postcode

 

Motor Vehicle 1
Year

Make

$

Motor Vehicle 2
Year

Make

$

Shares

$

Home & Contents

$

Savings
Who with?

$

Savings
Who with?

$

Savings
Who with?

$

Other Assets
What is it?

$

Other Assets
What is it?

$

Is there anything else that we can assist with?
Solicitor\Conveyancer

Yes

No

Home and Contents Insurance

Yes

No

Landlords Insurance

Yes

No

Protection Insurance

Yes

No

Building Inspection

Yes

No

Accountant

Yes

No

Financial Planner

Yes

No

Real Estate Agent

Yes

No

Buyer or Sellers Advocate

Yes

No

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How did you find us?

Their name:

Anything else you would like to add.