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
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

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 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?
$
$

$
$
$

$
$
$

$
$
$

$
$
$

$
$
$

$
$
$

$
$
$

$

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

How did you find us?

Their name:
Anything else you would like to add.