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BUYING AND REFINANCING LOANS
PURCHASING
FIRST HOME BUYER
REFINANCING
DEBT CONSOLIDATION
LAND & CONSTRUCTION LOANS
VACANT LAND
OWNER BUILDER
HOUSE AND LAND PACKAGES
LOW & NO DOC LOANS
LOW DOC SELF EMPLOYED
NO DEPOSIT & NO CREDIT LOANS
NO DEPOSIT
CREDIT IMPAIRED
COMPLEX SITUATIONS
PRE-APPROVAL ASSESSMENT FORM
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Applicant.1
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PRE-APPROVAL WITHIN 24HRS.
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First Name
Middle Name
Last Name
Contact Details
E-mail
Phone No. 1
Phone No. 2
Applicant.2
First Name
Middle Name
Last Name
1.
What is your required loan amount?
$
2.
What is the purchase/refinance amount?
$
3.
Do you a have deposit?
Yes
No
4.
If Yes, what is the deposit or equity amount?
$
5.
What is your preferred loan period? E.g. 30 years
years
6.
What loan features do you require? E.g. 3 yrs fixed rate,
Line Of Credit, Split fixed etc.
7.
What is the purpose of your loan?
.
First home buyer
Owner occupy
Investment
Vacant Land
Refinance
Other
Brief Employment History
Employee
Current employer name
Length of employment at current workplace
year/s
Current workplace contact details (phone)
Previous employer Name
Length of employment at previous workplace
year/s
Self-Employed
Business or company name
Period of operation
year/s
No. Of employees
ABN and or ACN
Sol-proprietorship or partnership
Current Living Arrangements
Description
Please Tick
Payment Per Month
Renting
$
Boarding
$
Mortgage
$
Other
$
Have you ever been refused credit, have any defaults or have you declared bankruptcy?
If Yes, Please explain in detail.
Income - Weekly
Work Income (appl.1) Gross
$
Work Income (appl.2) Gross
$
Investment – dividends/rentals
$
Additional work Income
$
Other
$
Expenses - Weekly
Credit card payments
$
Car loan payments
$
Personal/other loan payments
$
Mortgage payments
$
Rent/board
$
Rates
$
Travel (Rego, Petrol, Service, Insurance etc)
$
Living (Food, Clothing, personal)
$
Medical
$
House & contents Insurance
$
Personal insurance
$
Government & other expenses. eg. Child Support etc.
$
Assets
Cash account
$
Cheque account
$
Award saving account
$
Other accounts
$
Motor vehicle/s value to date
$
Property value
$
Other property values
$
Furniture
$
Superannuation
$
Shares/Bonds/Investments etc
$
Business investments
$
Liabilities
Home mortgage
$
Investment mortgages
$
Car loan/s
$
Credit card oustanding
$
Other loan/s
$
Overdraft
$
Important information that will help with assessing your lending requirements:
I/We acknowledge that all information provided on this form is true and accurate.