Applicant 1

Name *

Date of Birth

Driver's License #

Mobile

Work Phone

Home Phone

Email *

Current Address

Duration at Current Address

Previous Address (if under 3 years at current)

Duration at Previous Address

Applicant 2

Name

Date of Birth

Driver's License #

Mobile

Work Phone

Home Phone

Email

Current Address

Duration at Current Address

Previous Address (if under 3 years at current)

Duration at Previous Address

Referred By

Are you looking to purchase or refinance? *
PurchaseRefinance

Estimated purchase price or property value *

Estimated loan amount required *

Are you buying/refinancing a house or apartment? *
HouseApartment

Square meters (for apartments)

Strata or Company title? (for apartments)
StrataCompany

Purchase Details

Are you buying to live in or as an investment?
Live inInvestment

Expected rental income per week (for investments)

Have you found a property yet?
NoYes

Property Address (if found)

What names are you buying the property in?

Are you selling a property to assist with purchase?
NoYes

Whose name will be on the purchase contract?
IndividualJointOtherUnsure

Refinance Details

What is your current loan amount?

What are your current loan repayments?

Do you wish to borrow additional funds?
NoYes

Additional amount required (if yes)

Who is your current lender?

Applicant 1

Marital Status
SingleDe-factoMarried

Dependants - Number

Dependants - Ages

Occupation/Position

Employer's Name

Employer's Address

Payroll/Manager Details

Manager Contact Number

Time with Current Employer - Years

Time with Current Employer - Months

Previous Employer (if <3 years with current)

Time with Previous Employer - Years

Time with Previous Employer - Months

Annual Base Salary (excluding Super)

Any Other Income - Amount

Any Other Income - Details

Bonus/Car Allowance/Commission etc

Credit History - Defaults or Judgements
NoYes

Credit History Details (if yes)

Applicant 2

Marital Status
SingleDe-factoMarried

Dependants - Number

Dependants - Ages

Occupation/Position

Employer's Name

Employer's Address

Payroll/Manager Details

Manager Contact Number

Time with Current Employer - Years

Time with Current Employer - Months

Previous Employer (if <3 years with current)

Time with Previous Employer - Years

Time with Previous Employer - Months

Annual Base Salary (excluding Super)

Any Other Income - Amount

Any Other Income - Details

Bonus/Car Allowance/Commission etc

Credit History - Defaults or Judgements
NoYes

Credit History Details (if yes)

Are there any foreseeable changes to your financial position/income that could affect your capacity to meet your loan repayments?

Rental Income of New Property or Existing Rental Properties

Property 1 - Value

Property 1 - Applicant 1
Applicant 1
Property 1 - Applicant 2
Applicant 2

Property 2 - Value

Property 2 - Applicant 1
Applicant 1
Property 2 - Applicant 2
Applicant 2

Motor Vehicle - Value

Motor Vehicle - Applicant 1
Applicant 1
Motor Vehicle - Applicant 2
Applicant 2

Savings - Value

Savings - Applicant 1
Applicant 1
Savings - Applicant 2
Applicant 2

Shares - Value

Shares - Applicant 1
Applicant 1
Shares - Applicant 2
Applicant 2

Super Balance - Value

Super Balance - Applicant 1
Applicant 1
Super Balance - Applicant 2
Applicant 2

Home Contents - Value

Home Contents - Applicant 1
Applicant 1
Home Contents - Applicant 2
Applicant 2

Other Assets - Value

Other Assets - Applicant 1
Applicant 1
Other Assets - Applicant 2
Applicant 2

Mortgage 1 - Lender

Mortgage 1 - Applicant 1
Applicant 1
Mortgage 1 - Applicant 2
Applicant 2
Mortgage 1 - Monthly Payment

Mortgage 1 - Amount Owing

Mortgage 2 - Lender

Mortgage 2 - Applicant 1
Applicant 1
Mortgage 2 - Applicant 2
Applicant 2
Mortgage 2 - Monthly Payment

Mortgage 2 - Amount Owing

Car Loan 1 - Lender

Car Loan 1 - Applicant 1
Applicant 1
Car Loan 1 - Applicant 2
Applicant 2
Car Loan 1 - Monthly Payment

Car Loan 1 - Amount Owing

Car Loan 2 - Lender

Car Loan 2 - Applicant 1
Applicant 1
Car Loan 2 - Applicant 2
Applicant 2
Car Loan 2 - Monthly Payment

Car Loan 2 - Amount Owing

Other Debt 1 - Lender

Other Debt 1 - Applicant 1
Applicant 1
Other Debt 1 - Applicant 2
Applicant 2
Other Debt 1 - Monthly Payment

Other Debt 1 - Amount Owing

Other Debt 2 - Lender

Other Debt 2 - Applicant 1
Applicant 1
Other Debt 2 - Applicant 2
Applicant 2
Other Debt 2 - Monthly Payment

Other Debt 2 - Amount Owing

Credit Card 1 - Applicant 1
Applicant 1
Credit Card 1 - Applicant 2
Applicant 2
Credit Card 1 - Credit Limit

Credit Card 1 - Balance Owing

Credit Card 2 - Applicant 1
Applicant 1
Credit Card 2 - Applicant 2
Applicant 2
Credit Card 2 - Credit Limit

Credit Card 2 - Balance Owing

Credit Card 3 - Applicant 1
Applicant 1
Credit Card 3 - Applicant 2
Applicant 2
Credit Card 3 - Credit Limit

Credit Card 3 - Balance Owing

Solicitor

Solicitor - Company

Solicitor - Contact Person

Solicitor - Phone

Solicitor - Mobile

Solicitor - Email

Accountant

Accountant - Company

Accountant - Contact Person

Accountant - Phone

Accountant - Mobile

Accountant - Email

Applicant 1

Superannuation Balance

Which Super Fund are you with?

Do you own a property or have a mortgage inside your super fund?
NoYes

Would you be interested to hear the benefits of buying property inside super?
NoYes

Do you have income protection insurance?
NoYes

Income Protection Insurance Company

Is income protection adequate?
AdequateInadequate

Do you have life insurance?
NoYes

Life Insurance Company

Is it enough to payout your debts in full?
NoYes

Applicant 2

Superannuation Balance

Which Super Fund are you with?

Do you own a property or have a mortgage inside your super fund?
NoYes

Would you be interested to hear the benefits of buying property inside super?
NoYes

Do you have income protection insurance?
NoYes

Income Protection Insurance Company

Is income protection adequate?
AdequateInadequate

Do you have life insurance?
NoYes

Life Insurance Company

Is it enough to payout your debts in full?
NoYes