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Application Form
1
Personal Details
2
Second Applicant
3
Financial Position
4
Loan Security
Is this application for one or two applicants?
*
One Applicant
Two Applicants
Personal Details
Title
Mr.
Mrs.
Ms.
Family Name
*
First Name
*
Middle Name
Date of Birth
Gender
Male
Female
Marital Status
Single
Married
Defacto
Separated
Divorced
Widowed
Spouse Name
No of dependants, excluding spouse
0
1
2
3
4
5
Age of dependants, excluding spouse
Home Phone
Mobile Phone
*
Work Phone
Email
*
First home buyer?
Yes
No
Citizenship Status
Citizen
Permanent Resident
Non-resident
Drivers License
License Number
State
Expiry
Residential Address
Residential Address
Date moved there
Residential Status
Own Home
Own Home - Mortgage
Renting
Living with parents or relatives
Boarding
Postal Address (if different from residential address)
Past Residential Address
Date Moved There
Past Residential Address
Date Moved There
Employment Details
Employment Type
Employer Name
Employer's Address
Title of job
Self-employed?
Employment Status
Start Date
End Date
Contact Name
Position
Contact Phone Number
Employment Type
Employer Name
Employer's Address
Title of job
Self-employed?
Employment Status
Start Date
End Date
Contact Name
Position
Contact Phone Number
Personal Details (Second Applicant)
Title
Mr.
Mrs.
Ms.
Family Name
*
First Name
*
Middle Name
Date of Birth
Gender
Male
Female
Marital Status
Single
Married
Defacto
Separated
Divorced
Widowed
Spouse Name
No of dependants, excluding spouse
0
1
2
3
4
5
Age of dependants, excluding spouse
Home Phone
Mobile Phone
*
Work Phone
Email
*
First home buyer?
Yes
No
Citizenship Status
Citizen
Permanent Resident
Non-resident
Drivers License
License Number
State
Expiry
Residential Address
As per Applicant #1
Residential Address
Date moved there
Residential Status
Own Home
Own Home - Mortgage
Renting
Living with parents or relatives
Boarding
Postal Address (if different from residential address)
Past Residential Address
As per Applicant #1
Past Residential Address
Date Moved There
Past Residential Address
Date Moved There
Employment Details
Employment Type
Employer Name
Employer's Address
Title of job
Self-employed?
Employment Status
Start Date
End Date
Contact Name
Position
Contact Phone Number
Employment Type
Primary Employment
Secondary Employment
Previous Employment
Employer Name
Employer's Address
Title of job
Self-employed?
Yes
No
Employment Status
Full Time
Part Time
Contract
Casual
Temporary
Start Date
End Date
Contact Name
Position
Contact Phone Number
Financial Position
Income
Gross Annual Income
Expenses
Monthly Expenses (i.e. food, bills, transport etc)
Assets
Real estate property assets
Address of the property
Property description
Current use
Rental income (if applicable)
Frequency
Property owner
Market value
Address of the property
Property description
Current use
Owner Occupied
Investment
Rental income (if applicable)
Frequency
Weekly
Monthly
Annual
Property owner
Market value
Cheque, savings, term deposit or other accounts
Name of institution (e.g. name of super funds, insurance company, etc)
Account type (e.g. cheque, savings, etc)
Owner
Current balance
Name of institution (e.g. name of super funds, insurance company, etc)
Account type (e.g. cheque, savings, etc)
Owner
Current balance
Investments, including superannuation, life insurance, shares, unit trusts, etc
Name of institution (e.g. name of super funds, insurance company, etc)
Investment type (e.g. super, insurance, shares, etc)
Owner
Market value
Name of institution (e.g. name of super funds, insurance company, etc)
Investment type (e.g. super, insurance, shares, etc)
Owner
Market value
Motor vehicles
Make and model
Year built
Owner
Market value
Make and model
Year built
Owner
Market value
Other assets, including household items and personal effects, cash, boats, tools of trade, etc.
Brief description of other assets
Owner
Market value
Interest rate
Brief description of other assets
Owner
Market value
Interest rate
Liabilities
Housing loans, overdrafts and other loans that are secured by mortgages
Address of security property
Name of lender and account #
Interest rate
Minimum monthly repayment
Borrower
Amount owing
Clearing from this loan?
Address of security property
Name of lender and account #
Interest rate
Minimum monthly repayment
Borrower
Amount owing
Clearing from this loan?
Yes
No
Credit cards, store cards, unsecured overdrafts, etc.
Name of lender (e.g. name of bank, store, etc)
Credit type (e.g. MasterCard, Visa)
Credit limit
Minimum monthly repayment
Borrower
Amount owing
Clearing from this loan?
Name of lender (e.g. name of bank, store, etc)
Credit type (e.g. MasterCard, Visa)
Credit limit
Minimum monthly repayment
Borrower
Amount owing
Clearing from this loan?
Yes
No
Other loans, including personal loans, vehicle leases, hire purchases, etc.
Name of lender (e.g. name of bank, finance company)
Credit type (e.g. personal loan, lease, HP)
Minimum monthly repayment
Borrower
Amount owing
Clearing from this loan?
Name of lender (e.g. name of bank, finance company)
Credit type (e.g. personal loan, lease, HP)
Minimum monthly repayment
Borrower
Amount owing
Clearing from this loan?
Yes
No
Other liabilities, including provisional taxation, HECS, Guarantees on loans/leases, etc
Brief description of other liabilities
Minimum monthly repayment
Debtor/Guarantor
Amount owing
Clearing from this loan?
Brief description of other liabilities
Minimum monthly repayment
Debtor/Guarantor
Amount owing
Clearing from this loan?
Yes
No
Loan Security
Address of the property
Market value
Property type e.g. house, villa, land
Property use
Rental income (if applicable)
Frequency
Number of bedrooms
Number of bathrooms
Number of car parks
Valuation contact name
Contact number
Address of the property
Market value
Property type e.g. house, villa, land
Property use
Owner Occupied
Investment
Rental income (if applicable)
Frequency
Weekly
Monthly
Annual
Number of bedrooms
Number of bathrooms
Number of car parks
Valuation contact name
Contact number
Solicitor/Conveyancer Details
Title
Mr.
Mrs.
Ms.
Name
Company Name
Work phone
Work fax
Mobile
Email Address
Mailing address
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