I have been speaking with: *

Which office would you prefer to work with? *

Peregian Beach office

Noosaville office

Don't care

Loan Purpose *

# of applicants *

Purchase Price

Deposit Amount *

Source of Deposit

Estimated value of your property

Reason for transaction

Refinance home loan only

Refinance home loan and/or consolidate debts and cash-out

Refinance home and use equity to buy another property

Access funds for reno's, pool, home improvements etc

Access funds to consolidate debts

I am offering security guarantee for my family member

Other (provide details) Other (provide details)

How is your credit history? *

Do you agree to us emailing you a Privacy Consent to obtain a copy of your credit file? (this is at a cost to our business of $15 - $40 per applicant) *

Yes

No

What is your Australian Citizenship / Residency status? *

Australian Citizen

New Zealand Citizen

Permanent Resident

Temporary Visa Holder

Applicant 2 - How is your credit history? *

Applicant 2: Do you agree to us emailing you a Privacy Consent to obtain a copy of your credit file? (this is at a cost to our business of $15 - $40 per applicant) *

Yes

No

Applicant 2: What is your Australian Citizenship / Residency status? *

Australian Citizen

New Zealand Citizen

Permanent Resident

Temporary Visa Holder

Applicant 1

First Name *

Middle Name

Surname *

Date of Birth * +

Marital Status *

Do you have dependants? *

Full Name and Date of Birth of all dependants *

Home Address *

City *

State

Post Code

Date moved into current residential address * +

Previous residential address history dating back 3 years and date moved in/out

Date moved into previous residential address * +

Phone Number *

Email Address *

Occupation *

Date started current job * +

Employment Type *

Do you have your business financials available? *

Self Employed Income *

Employer or Business Name *

Annual Salary / Income *

In Probation? *

Employment Checks: Name of Manager, Telephone Number and Address. If Self Employed provide you Accountants information (this information is not needed now, it is retained for the submission of your application) *

If in current job less than 3 years provide last 3 years employment history and be specific with Job title, Employer, Telephone Number, Date started and Date Finished

Any other work income?

How much?

How often?

Do you own an investment property(s)? *

Yes

No

List breakdown of the Gross weekly income generated for each investment property

Non-taxable Income? Govt Pensions, Family Tax A & B, Carers allowance, Disability Pension etc

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Applicant 2

First Name *

Middle Name

Surname *

Date of Birth * +

Marital Status *

Do you have dependant's that differ from Applicant 1? *

Applicant 2: Full Name and Date of Birth of dependants that differ to applicant 1 *

Is your home address the same as Applicant 1? *

Yes

No

Home Address *

City *

State

Post Code

Date moved into current residential address * +

Applicant 2: Previous residential address history dating back 3 years and date moved in/out

Phone Number *

Email Address *

Occupation *

Applicant 2 Employment Type *

Date started current job * +

Applicant 2 - Do you have your business financials available? *

Employer or Business Name *

Applicant 2 in Probation? *

Self Employed Income *

Annual Salary / Income *

Employment Checks: Name of Manager, Telephone Number and Address. (this information is not needed now, it is retained for the submission of your application)

If in current job less than 3 years provide last 3 years employment history and be specific with Job title, Employer, Telephone Number, Date started and Date Finished

Any other work income?

How much?

How often?

Do you own an investment property(s) separate to Applicant 1? *

Yes

No

List breakdown of the Gross weekly income generated for each investment property

Non-taxable Income? Govt Pensions, Family Tax A & B, Carers allowance, Disability Pension etc

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Assets

	Name of Bank	$ Balance
Savings Account	Name of Bank	$ Balance

	Name of Bank	$ Balance
Savings Account	Name of Bank	$ Balance

	Name of Bank	$ Balance
Savings Account	Name of Bank	$ Balance

Applicant 1: Day-to-day bank account

	Name of Bank	$ Balance
Transaction account for wages / living expenses	Name of Bank	$ Balance

Applicant 2: Day-to-day bank account

	Name of Bank	$ Balance
Transaction account for wages / living expenses	Name of Bank	$ Balance

Owner occupied home

	Date purchased	Approximate Value
Owner occupied home	Date purchased	Approximate Value

Investment property

	Address	Approximate Value
Investment property	Address	Approximate Value

Applicant 1: Vehicles

	List Make, Model and Year	Approximate Value
Car or motorbike	List Make, Model and Year	Approximate Value
Car or motorbike 2	List Make, Model and Year	Approximate Value
Car or motorbike 3	List Make, Model and Year	Approximate Value

Applicant 2: Vehicles

	List Make, Model and Year	Approximate Value
Car or motorbike	List Make, Model and Year	Approximate Value
Car or motorbike 2	List Make, Model and Year	Approximate Value
Car or motorbike 3	List Make, Model and Year	Approximate Value

Superannuation

	Name of Super Company	Approximate Value
Superannuation	Name of Super Company	Approximate Value

Superannuation Applicant 2

	Name of Super Company	Approximate Value
Superannuation	Name of Super Company	Approximate Value

Other Assets

	Description	Approximate Value
Tools	Description	Approximate Value
Home Contents	Description	Approximate Value
Shares	Description	Approximate Value
Boat	Description	Approximate Value
Jewellery	Description	Approximate Value
Other	Description	Approximate Value

Liabilities

	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Home loan Owner Occupied	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Home loan Investment property	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Home loan Investment property 2	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Home loan Investment property 3	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Car loan	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Car loan 2	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Personal loan	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Personal loan 2	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Credit Card	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Credit Card 2	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Credit Card 3	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Credit Card 4	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Store Card / GE card	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Zip Money	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Afterpay	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
HECS	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Child Maintenance Payments	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
ATO Tax debt (outstanding debt personal or business)	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment
Other	Bank/Lender	In name of Applicant 1, Applicant 2 or Both	Amount Owing	Credit Limit	Monthly repayment

Monthly Living Expenses

Groceries *

Clothing / Personal Care *

Transport *

Phone, Internet, Pay TV & Streaming *

Recreation & Entertainment *

Child Care *

Pet Care *

Medical / Health *

Health Insurance *

General Basic Insurance *

Sickness, Accident & Life Insurance *

Public School Education *

Private School Education & Tutoring *

Higher Education *

Primary Residence Running Costs *

Primary Residence Strata Fees & Taxes *

Investment property Running Costs *

Secondary Residence Running Costs *

Other *

Child Support *

Current Total:

0.00

Weekly rent you pay (if applicable)

	$
Rent	$

Anything important we should know?

COVID Questions *

My income was affected by COVID but back to normal now

My income was and still is affected by COVID

My income was unaffected by COVID

I put one or more of my loans on payment pause

I accessed super during COVID

Applicant 2 COVID Questions *

My income was affected by COVID but back to normal now

My income was and still is affected by COVID

My income was unaffected by COVID

I put one or more of my loans on payment pause

I accessed super during COVID

Please provide any information that you think might be important for us to know

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