Loan Application Fact Finder

Step 1 of 19 - Number of Applicants

Email
This field is for validation purposes and should be left unchanged.
Number of Applicants(Required)
- One
- Two

Income

Income Type

Amount

Frequency

Add up to 10 repeated fields.

Steps taken to verify income

Income must be verified prior to product recommendation

Applicant 1 Fixed Expenses

Total Monthly Expenses

Expense Type

Amount

Frequency

Refinance (Select Yes if expense is being refinanced)

Balance

Fixed Expenses

Expense Type

Amount

Frequency

Refinance (Select Yes if expense is being refinanced)

Balance

Add up to 10 repeated fields.

Income

Income Type

Amount

Frequency

Add up to 10 repeated fields.

Name of Institution e.g. name of bank, building society, etc	Account Type e.g. cheque, savings, etc	Owner(s) and percentage of ownership	Current Balance

Name of Institution e.g. name of bank, building society, etc	Account Type e.g. cheque, savings, etc	Applicant 1 percentage of ownership	Applicant 2 percentage of ownership	Current Balance

Name of Institution e.g. name of bank, building society,portfolio etc	Investment Type e.g. super, insurance, shares etc	Owner(s) and percentage of ownership	Current Cash Balance

Name of Institution e.g. name of bank, building society,portfolio etc	Investment Type e.g. super, insurance, shares etc	Applicant 1 percentage of ownership	Applicant 2 percentage of ownership	Current Cash Balance

Make and Model	Year Build	Owner(s) and percentage of ownership	Market Value

Step 1 of 19 - Number of Applicants

Personal Details

Contact Details

Identification Applicant 1

Document 1

Document 2

Personal Details

Contact Details

Identification Applicant 2

Document 1

Document 2

Name of nearest relative not living with you

Accountant Details

Solicitors Details

Credit History Details Applicant 1

Credit History Details Applicant 2

Property 1

Contact for access

Valuer's Details

Property 2

Contact for access

Valuer's Details

Applicant 1 Income

Applicant 1 Fixed Expenses

Applicant 2 Income

Applicant 2 Fixed Expenses

Brief description of assets (Do not provide a detailed list of assets)	Owner(s) and percentage of ownership	Market Value

Address of Security Property	Name of Lender and Account Number	Minimum Monthly Repayment	Ownership of Liability (%)	Amount Owing or LOC Limit	Refinance or Consolidating This Loan/Debt (Y/N)

Address of Security Property	Name of Lender and Account Number	Minimum Monthly Repayment	Applicant 1 Ownership of Liability (%)	Applicant 2 Ownership of Liability (%)	Amount Owing or LOC Limit	Refinance or Consolidating This Loan/Debt (Y/N)

Name of Lender e.g. name of bank, store, etc	Credit Type e.g. MasterCard, Visa, etc	Credit Limit	Minimum monthly repayment	Ownership of Liability (%)	Amount Owing (Balance)	Refinance or Consolidating This Loan/Debt (Y/N)

Step 1 of 19 - Number of Applicants

Personal Details

Contact Details

Identification Applicant 1

Document 1

Document 2

Personal Details

Contact Details

Identification Applicant 2

Document 1

Document 2

Name of nearest relative not living with you

Accountant Details

Solicitors Details

Credit History Details Applicant 1

Credit History Details Applicant 2

Property 1

Contact for access

Valuer's Details

Property 2

Contact for access

Valuer's Details

Applicant 1 Income

Applicant 1 Fixed Expenses

Applicant 2 Income

Applicant 2 Fixed Expenses

Housing

Transport

Education

Utilities

Food

Medical

Personal

Total

Property 1

Contact for access

Valuer's Details

Property 2

Contact for access

Valuer's Details

Requirements and Objective for this loan

Loan Information - Primary Purpose

Refinancing and / or Debt Consolidation

Amount required to repay existing loans and related transaction costs (refinances only)

Applicant Funding Information

Product Information

General Considerations - Financial Circumstances

Addresses any significant changes to financial circumstances that are reasonably foreseeable*

Income

Other Income (if applicable)

Liabilities and Assets

Purchase Documentation

Other

Loans Being Refinanced

Savings/Equity

Company/Trust

Income

Other Income (if applicable)

Liabilities and Assets

Purchase Documentation

Other

Loans Being Refinanced

Savings/Equity

Company/Trust

Income

Other Income (if applicable)

Liabilities and Assets

Purchase Documentation

Other

Loans Being Refinanced

Savings/Equity

Company/Trust