Step 1 of 3 - Lets Get Started!
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Number of applicants
1
2
3 or more
Loan type
Purchase Owner Occupied
Purchase Investment
Refinance Owner Occupied
Refinance Investment
Construction Owner Occupied
Construction Investment
Purchase SMSF
Refinance SMSF
Loan amount
*
Property value
*
Loan request
Variable
Fixed 1 year
Fixed 2 years
Fixed 3 years
Fixed 4 years
Fixed 5 years
Repayment type
Principal and Interest
Interest Only
Residential status
Owner occupied
Renting
Boarding / living with family
Monthly rental expense
Applicant 1 - Marital Status
Single
Couple (with other applicant)
Couple (sole borrower)
Applicant 2 - Marital Status
Single
Couple (with other applicant)
Couple (sole borrower)
Applicants - Marital Status
Single
Couple (with other applicant)
Couple (sole borrower)
Combination of the above
Any dependents / children?
Yes
No
No. of dependents
No. of dependents
No. of dependents
No. of dependents
Applicant 1 - Yearly income
Applicant 2 - Yearly income
Applicants - Yearly income
List income ($) for each applicant per line
Own other properties?
Yes
No
No. of additions
1
2
3 or more
Applying for loan
Property value
Monthly rent
Addition 1 - loan
property value
monthly rent
Addition 2 - loan
property value
monthly rent
Loan values
List loan amounts ($) per line
Property values
List property values ($) per line
Monthly rentals
List monthly rental ($) per line
Any business income?
Yes
No
Yearly income
Yearly income
Applicant 1 - Yearly income
Applicant 2 - Yearly income
Any other income?
Yes
No
Yearly Income
Yearly income
Applicant 1 - Yearly income
Applicant 2 - Yearly income
Any credit cards?
Yes
No
Total limit
Any vehicle finance?
Yes
No
Monthly payments
Any personal loans?
Yes
No
Monthly payments
SMSF running expenses
SMSF balance
Applicant 1 - Name
*
Surname
*
Middle(s)
Contact number
*
Email
*
Applicant 2 - Name
*
Surname
*
Middle(s)
Contact number
Email
Other applicants
*
One name per new line
Contacts
One person per line
Emails
One person per line
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