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Your Details

Tell us a little about yourself and your situation.
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My Loan Features

Tell us about what you want from your loan so we can match you with the best deal.
Primary Loan Details

Employment Income & Assets

We'll need to know about your earnings and assets - this will help us calculate your borrowing power.
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Employment Details

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Real Estate Assets
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Do you have any other assets? Please select all that apply. (combined for both applicants)

Monthly Expenses & Liabilities

Money in and money out - help us understand your household cash flows.
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Real-Estate Liabilities (combined for both applicants)

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Other Liabilities (combined for both applicants)

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Expense Details (combined for both applicants)

Responsible Lending

Cross your t's, dot your i's and declare your financial situation.
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Financial Declaration

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Lifestyle Protection


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Other Advisors
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Customer Loan Scenario Information

What do they want to achieve? (*)
Any extraordinary circumstances the broker should be aware of? (*)
Any scenario details you have discussed over the phone with the customer? (*)
Note: Your broker should be able to read these notes and have an understanding of what the customer is wanting to achieve prior to reading the Fact Find

Please review your application

Here is the information you have provided so far.

Scenario Information

Details

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Loan Applicants

Full Name

   

Driver license

Number of dependents

Age of dependents

Mobile Number

Marital Status

Citizenship

Date of Birth

Email Address

Current Residental Address

Current Residential Address Status

Current Rent/Board Value

Start date at current address

Previous Residental Address

Previous Residential Address Status

Previous Rent/Board Value

Start date at previous addres


Is there another person as part of this application?


Secondary Applicant
Full Name

   

Driver license

Number of dependents

Marital Status

Date of Birth

Citizenship

Relationship to primary applicant

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Loan Purpose

Current Loan Balance

$

Redraw Available

$

Additional funds requested

$

Total Loan Amount

$

Property Value

$

Calculated LVR

Security properties is the same

Type of Loan

Nature of Loan

Security address

Repayment Type

Repayment Term

Interest Rate Type

Interest Rate Term

Product Features

When this loan settle?

Loan Feature Notes

Total Loan Required

$


Secondary Loan Purpose

Current Loan Balance

$

Redraw Available

$

Additional funds requested

$

Total Loan Amount

$

Property Value

$

Calculated LVR

Security properties is the same

Type of Loan

Nature of Loan

Security address

Repayment Type

Repayment Term

Interest Rate Type

Interest Rate Term

Product Features

When this loan settle?

Loan Feature Notes

Secondary Total Loan Required

$


Third Loan Purpose

Current Loan Balance

$

Redraw Available

$

Additional funds requested

$

Total Loan Amount

$

Property Value

$

Calculated LVR

Security properties is the same

Type of Loan

Nature of Loan

Security address

Repayment Type

Repayment Term

Interest Rate Type

Interest Rate Term

Product Features

When this loan settle?

Loan Feature Notes

Third Total Loan Required

$

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Employment Income and Assets

Current Employment Type

Current Employment Status

Employer Business Name

Occupation

Employer Contact Number

Start Date of Current Employment


Previous Employment Type

Previous Employment Status

Previous Employer Business Name

Previous Occupation

Previous Employer Contact Number

Start Date of Previous Employment


Secondary Employment Type

Secondary Employment Status

Secondary Employer Business Name

Secondary Occupation

Secondary Employer Contact Number

Start Date of Secondary Employment


Employment income (annual gross)

$

Other income

$

Additional information


Real Estate Assets
Real Estate Assets Total Value

$


Vehicle Assets

Savings Assets

Super

Home Contents

Other

Other Assets Total Value

$

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Expenses and Liabilities (combined for both applicants)

Real-Estate Liabilities (combined for both applicants)
Total Mortgage Debt

$


Vehicle Loan (combined for both applicants)

Credit Card (combined for both applicants)

Personal Loan (combined for both applicants)

Total Non-Mortgage Debt

$


Council Rates

$

Education Expense

$

Electricity & Gas

$

Food and Groceries

$

Health Insurance Premiums

$

Other Insurance

$

Transport

$

Child Care

$

Telephone, Internet & Pay TV

$

Other

$

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Financial Declaration

In relation to your credit report, do you know of any listed defaults or court judgments within the past 5 years?

Notes:

Are you currently, or have you ever been declared bankrupts or subject to a Part 9 Debt Agreement?

Notes:

Do you expect any significant changes to your financial situation in the foreseeable future that would adversely impact your ability to meet your commitments? For example, any planned extended periods of unpaid leave that may make meeting your ongoing loan repayments difficult?

Notes:

Are you aware that your loan may revert to a higher rate and repayment during the loan term? Have you taken this into consideration when doing your budget?

Notes:

Are you concerned about rising interest rates? How concerned are you?

How concerned are you about rising interest rates?


Lifestyle Protection

Do you have any insurance to protect your lifestyle eg. life, total permanent disablement insurance, income protection, etc?

How would your lifestyle needs be maintained if you and/or your partner were temporarily unable to earn an income, for example through sickness/illness? Or permanently unable to earn income, for example through death/permanent disability?

Would you like one of our Risk Insurance Specialists to compare available products and discuss your protection options?

Notes:

Have you applied for or made enquiries for finance in relation to this scenario with any other Lender or Broker within the past 6 months?

Notes:


Other Advisor

Accountant
Accountant Business Name

Accountant Name

Contact Number


Solicitor
Solicitor/Conveyancer Business Name

Solicitor/Conveyancer Name

Contact Number


Real Estate
Real Estate Agency

Agent Name

Contact Number

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Acknowledgment

It seems you forgot to tell us about your personal details. Please go to "Loan Applicants" section and enter all required fields.

Change History

Here is the change history on your application.
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