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Applicant 1 Details
Applicant 1 First Name
Applicant 1 Middle Name
Applicant 1 Last Name
Gender
Address
Unit No
/ Street No
/ Street No
Street Name
Suburb
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
Status
Employer’s Name
Employer’s Address
Unit No
/ Street No
/ Street No
Street Name
Suburb
Postcode
Work Phone Number
Date started?
Gross Annual Income
$
per year
per year
Family Allowance etc.
$
per year
per year
Investment Property Rental Income
$
per year
per year
Do you have any other income?
Yes
No
No
Applicant 2 Details
Applicant 2 First Name
Applicant 2 Middle Name
Applicant 2 Last Name
Gender
Relationship to Applicant 1
Address (as above
)
)
Unit No
/ Street No
/ Street No
Street Name
Suburb
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 No
Street Name
Suburb
Postcode
Work Phone Number
Date started?
Gross Annual Income
$
per year
per year
Family Allowance etc.
$
per year
per year
Investment Property Rental Income
$
per year
per year
Do you have any other income?
Yes
No
No
Please tell us what you wish to do with the loan?
Amount you wish to borrow
$
for
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
No
Yes
No
No
Refinance Current Loan
Yes
No
No
Refi and Payout Other Debts
Yes
No
No
Build New Home
Yes
No
No
Free Up Equity
Yes
No
No
Refinance Business Debt
Yes
No
No
Buy Vacant Land
Yes
No
No
Reverse Mortgage
Yes
No
No
Self Managed Super Fund Loan
Yes
No
No
Other
Do you quailify for the First Home Owners Grant?
Yes
No
Not sure
No
Not sure
Yes
No
No
If Self Employed do you have your most recent tax returns?
Yes
No
No
Do you have credit defaults?
Yes
No
No
How would you like to acces your account?
InternetBPayPhone
Yes
No
Don’t Care
No
Don’t Care
Branchs
Yes
No
Don’t Care
No
Don’t Care
ATMEftposDebit Card
Yes
No
Don’t Care
No
Don’t Care
Cheque Book
Yes
No
Don’t Care
No
Don’t Care
Other
Please list ALL your current liabilities.
Liability Type
Amount Owing
Payments
Limit
Refinance?
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
List ALL assests.
Asset
Property 1 (as above
)
)
Owner Occupied
Investment
Investment
Value $
Unit No
/ Street No
/ Street No
Street Name
Suburb
State
Postcode
Property 2
Owner Occupied
Investment
Investment
Value $
Unit No
/ Street No
/ Street No
Street Name
Suburb
State
Postcode
Property 3
Owner Occupied
Investment
Investment
Value $
Unit No
/ Street No
/ Street No
Street Name
Suburb
State
Postcode
Motor Vehicle 1
Make
$
Motor Vehicle 2
Make
$
Shares
$
Home & Contents
$
Savings
$
Savings
$
Savings
$
Other Assets
$
Other Assets
$
Is there anything else that we can assist with?
SolicitorConveyancer
Yes
No
No
Home and Contents Insurance
Yes
No
No
Landlords Insurance
Yes
No
No
Protection Insurance
Yes
No
No
Building Inspection
Yes
No
No
Accountant
Yes
No
No
Financial Planner
Yes
No
No
Real Estate Agent
Yes
No
No
Buyer or Sellers Advocate
Yes
No
No
How did you find us?
Their name:
Anything else you would like to add.