Applicant Information

Name - Applicant 1

First Name

Last Name

Phone - Applicant 1

Email - Applicant 1

Date Of Birth - Applicant 1

YYYY

Relationship Status - Applicant 1

Current Address - Applicant 1

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Residential Status - Applicant 1

How long have you lived at this address?

Name - Applicant 2

First Name

Last Name

Email - Applicant 2

Phone - Applicant 2

Date Of Birth - Applicant 2

YYYY

Relationship Status - Applicant 2

Current Address - Applicant 2

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Residential Status - Applicant 2

How long have you lived at this address?

Dependants

Please advise if you have any children and/or dependants. If so, list ages below:

Occupation Information

Current Employer - Applicant 1

Occupation - Applicant 1

Employment Basis - Applicant 1

Annual Base Income - Applicant 1

Bonus/Overtime Income - Applicant 1

How long have you been in this role?

Current Employer - Applicant 2

Occupation - Applicant 2

Employment Basis - Applicant 2

How long have you been in this role?

Annual Income - Applicant 2

Bonus/Overtime Income - Applicant 2

Assets

Property You Currently Own

Please provide the following information for property you currently own: - In the name of (Applicant 1/Applicant 2) - Purpose (Owner Occupied, Investment or Commercial) - Address - Estimated Value - Existing Mortgage Balance

Savings

Please provide the following information: - In the name of (Applicant 1/Applicant 2) - Financial Institution - Account Type - Current Balance

Vehicles (Car, Motocycle, Caravan, Boat etc)

Please provide the following information: - In the name of (Applicant 1/Applicant 2) - Make & Model - Build Year - Estimated Value - Existing Finance?

Other Assets

Please provide the following information: - In the name of (Applicant 1/Applicant 2) - Personal Contents - Superannuation Balance - Term Deposits - Shares - Other Assets

Liabilities

Home Loans

Please provide the following information: - In the name of (Applicant 1/Applicant 2) - Financial Institution - Limit - Current Balance - Monthly Repayment Amount

Credit Cards or Store Cards

Please provide the following information: - In the name of (Applicant 1/Applicant 2) - Financial Institution - Card Type (Mastercard, VISA etc) - Limit - Current Balance - Monthly Repayment Amount

Other Liabilities

Please provide information for any other liabilities. These can include the following: - HECS/HELP - AfterPay/ZipPay etc - Car/Bike/Boat Loans - Personal Loans

Additional Questions

Are either applicants First Home Buyers?

Has there ever been or are there now any current Financial Judgements or Legal Proceedings against any of the applicants?

Are you aware of any Current Defaults or Defaults in the Last 5 years on your personal Credit Report?

Are you aware of any late payments on any liabilites such as Home Loans, Personal Loans (last 6 months) or Credit Cards (last 3 months)?

Client Information Form