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• Required
Finance Details
Type of Loan Required:
Home Loan
Investment Loan
Personal Loan
Car Loan
•
Purpose of Loan
Purchase 1st Home
Purchase Established Home
Purchase Investment Property
Purchase Land
Refinance Existing Loans
Refinance & Borrow Additional Funds
•
Amount of finance required:
•
Personal Details
Borrower 1
Borrower 2
First Name
•
•
Last Name
•
•
Gender:
Female
Male
•
Female
Male
•
Date of Birth:
•
•
No. of Dependants:
none
01
02
03
04
05
06
07
•
none
01
02
03
04
05
06
07
•
Home Address:
•
•
Suburb:
•
•
State:
QLD
NSW
ACT
VIC
TAS
SA
NT
WA
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QLD
NSW
ACT
VIC
TAS
SA
NT
WA
•
Postcode:
•
•
Home Phone:
•
•
Work Phone:
Mobile Phone:
Email Address
•
Credit History
Clear
Mortgage Arrears
Defaults
Judgements
Bankruptcy
•
Clear
Mortgage Arrears
Defaults
Judgements
Bankruptcy
•
If credit impaired please provide a small explanation of what happened?
Preferred Contact Method
Home
Work
Mobile
Email
•
Home
Work
Mobile
Email
•
Employment Details
Borrower 1
Borrower 2
Current Employer:
•
Occupation
•
Employment Type:
Employee
Self - Sole Trader
Self - Partnership
Self - Private Company
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Employee
Self - Sole Trader
Self - Partnership
Self - Private Company
No. of Yrs with Current Employer:
•
Previous Employer if < 2 yrs
Previous Occupation
No. of Yrs with Previous Employer:
Income Details:
Borrower 1
Borrower 2
Gross Annual Income:
$
•
$
Total Annual Rental Income, all property
$
$
Total Annual Centre Link Payments
$
$
Other Annual Income Type:
Other Annual Income:
$
$
Other Annual Income Type:
Other Annual Income:
$
$
Other Annual Income Type:
Other Annual Income:
$
$
Can Income Be verified by Tax Returns?
Yes
No
•
Yes
No
Assets:
Home Property Market Value
$
Number of Investment Properties
none
01
02
03
04
05
06
07
08
09
10
more than 10
Investment Property Market Value
(All Investment Properties)
$
Total of all Savings Accounts
$
Household and Personal Effects
$
Market Value of All Cars
$
Market Value of Share Portfolio
$
Market Value of Motor Bikes, Caravans etc
$
Superannuation
(combined value for both applicants)
$
Other Major Assets
$
Liabilities/Commitments:
Home Loan
(split 1)
Lender
Repayment Type
Principal and Interest
Interest Only
Repayment Freq
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Home Loan
(split 2)
Lender
Repayment Type
Principal and Interest
Interest Only
Repayment Freq
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Home Loan
(split 3)
Lender
Repayment Type
Please Select
Principal and Interest
Interest Only
Repayment Freq
Please Select
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Please Select
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Home Loan
(split 4)
Lender
Repayment Type
Please Select
Principal and Interest
Interest Only
Repayment Freq
Please Select
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Please Select
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Investment Home Loan 1
Lender
Repayment Type
Principal and Interest
Interest Only
Repayment Freq
Please Select
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Investment Home Loan 2
Lender
Repayment Type
Please Select
Principal and Interest
Interest Only
Repayment Freq
Please Select
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Please Select
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Investment Home Loan 3
Lender
Repayment Type
Principal and Interest
Interest Only
Repayment Freq
Please Select
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Investment Home Loan 4
Lender
Repayment Type
Principal and Interest
Interest Only
Repayment Freq
Week
Fortnight
Month
Interest Rate
%
Repayment Amt $
Amount Owing
$
Type of Facility
Variable Rate
Fixed Rate
Line of Credit
Basic Home Loan
No Doc
Lo Doc
Estimated MarketValue of Security
$
Address for Security
Personal Loans:
Repayment Freq
Week
Fortnight
Month
Interest Rate
%
Repayment Amt
$
Amount Owing
$
Personal Loans:
Repayment Freq
Week
Fortnight
Month
Interest Rate
%
Repayment Amt
$
Amount Owing
$
Personal Loans:
Repayment Freq
Week
Fortnight
Month
Interest Rate
%
Repayment Amt
$
Amount Owing
$
Credit Card:
Credit Limit
$
Amount Owing
$
Credit Card:
Credit Limit
$
Amount Owing
$
Credit Card:
Credit Limit
$
Amount Owing
$
Credit Card:
Credit Limit
$
Amount Owing
$
Store Cards:
Credit Limit
$
Amount Owing
$
GE Credit Line:
Credit Limit
$
Amount Owing
$
Comments:
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