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02 9712 0009
HOME LOANS
Which loan suits me?
Wanting a better deal
Looking to invest
I am a first home buyer
I am self employed
COMMERCIAL FINANCE
Specialized Securities
Superannuation Funding
DEVELOPMENT FINANCE
Property Development
Mezzanine Funding
Construction Loans
BUSINESS FINANCE
Leasing Finance
Debtor Finance
Bank Overdraft
Business Line of Credit
WHAT OUR CLIENTS THINK
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First Name
*
Second Name
Surname
*
ADDRESS
*
Street No
Street Name
Suburb
State
QLD
NSW
VIC
ACT
TAS
SA
WA
NT
Postcode
How long have you lived here?
Years
Months
What weekly rent do you pay
$
Date of birth
*
Occupation
*
Employer
Term of Employment
Years
Months
Gross Annual Income
*
$
Family Allowance etc.
$
per fortnight
Do you have any other income?
Yes
No
Marital Status
Number of Children
Telephone Home
(
)
Telephone Mobile
WHAT IS YOUR FINANCE REQUIRED FOR ?
Looking for Better Loan
Yes
No
Cash Takeout
Yes
No
Business Loan
Yes
No
Renovation
Yes
No
WHAT LOAN AMOUNT WILL YOU REQUIRE ?
*
Who is you current loan with?
Is it Fixed or Variable?
Fixed
Variable
WHAT IS THE ADDRESS OF THE HOME YOU OWN OR ARE REFINANCING?
Street No
Street Name
Suburb
State
QLD
NSW
VIC
ACT
TAS
SA
WA
NT
Postcode
DO YOU HAVE ANY CREDIT DEFAULTS?
Yes
No
PLEASE LIST KNOWN DEFAULTS BELOW (If you do not know what is on your file then we can perform a check as your agent)
Applicant 1
Amount
$
Date Paid
Amount
$
Date Paid
PLEASE LIST ALL CURRENT LOANS
Lender (e.g. GE Finance etc.)
Amount Owing
Monthly Repayments
$
$
$
$
$
$
$
$
PLEASE LIST ALL CREDIT CARDS
Issued by (e.g. ANZ Visa)
Card Limit
Currently Owing
$
$
$
$
$
$
$
$
YOUR CONTACT DETAILS
What is your Email Address?
*
What is the best
DAYTIME
number to phone you on?
*
(
)
What is the best time
during the day
to phone you?
*
AM
PM
ANY OTHER COMMENTS OR INFORMATION THAT MAY HELP US
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