Getting to Start

Let's get to know each other a little better.

Are you applying for the loan as a single or joint applicant?

Individual

Joint

Applicant 1

Are you an Australian citizen or permanent resident?

Yes
No

Are you 18 years of age or over?

Yes
No

Have you ever been declared bankrupt?

Yes
No

Do you currently have any legal proceedings against you?

Yes
No

Are you currently employed?

Yes
No

Have you ever been a shareholder or officer of any company of which a manager, receiver, and/or liquidator has been appointed?

Yes
No

Is there any unsatisfied judgement entered in any court against you, or any company of which you are or were a shareholder or officer?

Yes
No

Applicant 2

Are you an Australian citizen or permanent resident?

Yes
No

Are you 18 years of age or over?

Yes
No

Have you ever been declared bankrupt?

Yes
No

Do you currently have any legal proceedings against you?

Yes
No

Are you currently employed?

Yes
No

Have you ever been a shareholder or officer of any company of which a manager, receiver, and/or liquidator has been appointed?

Yes
No

Is there any unsatisfied judgement entered in any court against you, or any company of which you are or were a shareholder or officer?

Yes
No

Loan Needs

Now that we know each other better, let's get to your loan needs.

Are you Refinancing or Purchasing?

Refinance

Purchase
Ok, you are refinancing a property.
Will you be seeking to consolidate any other debts or require additional funds?
Yes
No
Property Address
Type of Property
Is the property owner occupied or investment?

Owner
Occupied

 
Investment
How much do you want to borrow?
Current loan balance (Exclude your offset balance)
$ .00
Extra cash out
$ .00
Total loan amount
$ .00
How would you like to structure your loan?
Type of interest rate
Variable Rate
Fixed Rate
Type of repayment
Principal & Interest
Interest Only

Personal Details

Great! Now we know each other better and have established loan needs. Let's get a little personal.

Primary Applicant

Title
First Name
Middle Name
Last Name
Date of Birth
Marital Status
Number of Dependants
Email Address
Mobile Number
Current Address
Status of Residence?
Date Moved-In
Previous Address
Years & months

How would you describe your current work situation.

Full Time
Part Time
Temporary
Casual
Self Employed
Contractor
Retired/Pensioner
Unemployed
Who is your employer?
Industry
Occupation
Gross Annual Salary
$ .00
Employer Address
Years
Months
If under 2 years, please provide previous employment details.
Previous Employer
Occupation
Year
Months
Name of Business
Industry
Occupation
Business Address

Secondary Applicant

Title
First Name
Middle Name
Last Name
Date of Birth
Marital Status
Number of Dependants
Email Address
Mobile Number
Current Address
Status of Residence?
Date Moved-In
Previous Address
Years & months

How would you describe your current work situation.

Full Time
Part Time
Temporary
Casual
Self Employed
Contractor
Retired/Pensioner
Unemployed
Who is your employer?
Industry
Occupation
Gross Annual Salary
$ .00
Employer Address
Years
Months
If under 2 years, please provide previous employment details.
Previous Employer
Occupation
Year
Months
Name of Business
Industry
Occupation
Business Address

Financial Info.

We are nearly done! Now help us understand your financial position.

Now for a quick check for your assets

Asset #1

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #2

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #3

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #4

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #5

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #6

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #7

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #8

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #9

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply

Asset #10

Asset Type
Address
Property Type
Fund/Company Name
Name of Bank/Institution
Make (BMW, Toyota, Kia, etc.)
Year
Name of Business
Please Specify
Value
$
To whom it apply
Add Asset 10 assets are enough for now. Thank you!

Now for a quick check for your Liabilities

Liability #1

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #2

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #3

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #4

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #5

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #6

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #7

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #8

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #9

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply

Liability #10

Liability Type
Lender/Institution
Interest Rate
Term Remaining
Limit
$
Refinance
Please Specify
Amount Owing
$
Monthly Repayment
$
To whom it apply
Add Liability 10 liabilities are enough for now. Thank you!