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1 Personal Details
2 Second Applicant
3 Financial Position
4 Loan Security
  • Personal Details

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  • Drivers License

  • Residential Address

  • Past Residential AddressDate Moved There 
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  • Employment TypeEmployer NameEmployer's AddressTitle of jobSelf-employed?Employment StatusStart DateEnd DateContact NamePositionContact Phone Number 
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  • Personal Details (Second Applicant)

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  • Drivers License

  • Residential Address

  • Past Residential Address

  • Past Residential AddressDate Moved There 
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  • Employment TypeEmployer NameEmployer's AddressTitle of jobSelf-employed?Employment StatusStart DateEnd DateContact NamePositionContact Phone Number 
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  • Financial Position

  • Income

  • Expenses

  • Assets

  • Address of the propertyProperty descriptionCurrent useRental income (if applicable)FrequencyProperty ownerMarket value 
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  • Name of institution (e.g. name of super funds, insurance company, etc)Account type (e.g. cheque, savings, etc)OwnerCurrent balance 
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  • Name of institution (e.g. name of super funds, insurance company, etc)Investment type (e.g. super, insurance, shares, etc)OwnerMarket value 
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  • Make and modelYear builtOwnerMarket value 
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  • Brief description of other assetsOwnerMarket valueInterest rate 
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  • Liabilities

  • Address of security propertyName of lender and account #Interest rateMinimum monthly repaymentBorrowerAmount owingClearing from this loan? 
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  • Name of lender (e.g. name of bank, store, etc)Credit type (e.g. MasterCard, Visa)Credit limitMinimum monthly repaymentBorrowerAmount owingClearing from this loan? 
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  • Name of lender (e.g. name of bank, finance company)Credit type (e.g. personal loan, lease, HP)Minimum monthly repaymentBorrowerAmount owingClearing from this loan? 
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  • Brief description of other liabilitiesMinimum monthly repaymentDebtor/GuarantorAmount owingClearing from this loan? 
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  • Loan Security

  • Address of the propertyMarket valueProperty type e.g. house, villa, landProperty useRental income (if applicable)FrequencyNumber of bedroomsNumber of bathroomsNumber of car parksValuation contact nameContact number 
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  • Solicitor/Conveyancer Details

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