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–
Step
1
of 3
Fact Find
Mortgage application intake based on the supplied Fact Find PDF.
Is there a second applicant?
*
Yes
No
A. Personal Details – Applicant 1
Title
Mr
Ms
Mrs
Miss
Dr
Other
Surname
*
First Name
*
Middle Name
Date of Birth (DOB)
Citizenship
Australia
New Zealand
Other
Drivers Licence Number
Drivers Licence Expiry Date
Marital Status
Single
Married
De Facto
Other
Mother's Maiden Name
Dependants
State full name and date of birth for each dependent.
Nearest Relative not Living with you
Name, number, relationship and address.
How did you hear about us?
Advertisement
Existing Client
Friend
Newspaper
Partner Referral
Seminar
Staff
Website
Word Of Mouth
Other
A. Personal Details – Applicant 2
Title
Mr
Ms
Mrs
Miss
Dr
Other
Surname
First Name
Middle Name
Date of Birth (DOB)
Citizenship
Australia
New Zealand
Other
Drivers Licence Number
Drivers Licence Expiry Date
Marital Status
Single
Married
De Facto
Other
Mother's Maiden Name
Dependants
State full name and date of birth for each dependent.
Nearest Relative not Living with you
Name, number, relationship and address.
How did you hear about us?
Advertisement
Existing Client
Friend
Newspaper
Partner Referral
Seminar
Staff
Website
Word Of Mouth
Other
B. Address Details – Applicant 1
Current Residential Address
Current Residential Address Status
Own
Mortgaged
Renting
Boarding
Other
Start Date at Current Address
Mobile
Email Address
*
Previous Residential Address
Complete if current address is less than 3 years.
Start Date at Previous Address
B. Address Details – Applicant 2
Current Residential Address
Write COPY if details are the same as Applicant 1.
Current Residential Address Status
Own
Mortgaged
Renting
Boarding
Other
Start Date at Current Address
Mobile
Email Address
Previous Residential Address
Complete if current address is less than 3 years.
Start Date at Previous Address
C. Employment Details – Applicant 1
Current Employment
Employee
Self-employed
Full Time
Part Time
Casual
Start Date Current Employment
Occupation
Employer Business Name or ABN
Employer Phone Number
Previous Employment
Employee
Self-employed
Full Time
Part Time
Casual
Complete if current employment is less than 3 years.
Start Date Previous Employment
Previous Occupation
Previous Employer Business Name or ABN
Previous Employer Phone Number
Multiple workplaces or additional sources of earnings
C. Employment Details – Applicant 2
Current Employment
Employee
Self-employed
Full Time
Part Time
Casual
Start Date Current Employment
Occupation
Employer Business Name or ABN
Employer Phone Number
Previous Employment
Employee
Self-employed
Full Time
Part Time
Casual
Complete if current employment is less than 3 years.
Start Date Previous Employment
Previous Occupation
Previous Employer Business Name or ABN
Previous Employer Phone Number
Multiple workplaces or additional sources of earnings
Income, assets and liabilities
Next
D. Gross Monthly Income – Applicant 1
Employment (pre-tax)
Investment / Shares
Total Rent Received
DSS / Other
D. Gross Monthly Income – Applicant 2
Employment (pre-tax)
Investment / Shares
Total Rent Received
DSS / Other
E. Monthly Expenses – Applicants 1 & 2
Utilities & Rates
Food & Groceries
Medical & Health
Child Care
House Purchase & Maintenance
Rental Expense
Recreation & Entertainment
Transport
Child Maintenance
Insurance (home, personal and car)
Telephone/Internet/PayTV
Clothing & Personal Care
Education
Sport & Hobbies
Other
F1. Real Estate Assets – Applicants 1 & 2
Home
Home Address
Home Estimated Value
Home Ownership
App1
App2
Joint
Co/Trust
Investment 1
Investment 1 Address
Investment 1 Estimated Value
Investment 1 Monthly Rent
Investment 1 Ownership
App1
App2
Joint
Co/Trust
Investment 2
Investment 2 Address
Investment 2 Estimated Value
Investment 2 Monthly Rent
Investment 2 Ownership
App1
App2
Joint
Co/Trust
Investment 3
Investment 3 Address
Investment 3 Estimated Value
Investment 3 Monthly Rent
Investment 3 Ownership
App1
App2
Joint
Co/Trust
Investment 4
Investment 4 Address
Investment 4 Estimated Value
Investment 4 Monthly Rent
Investment 4 Ownership
App1
App2
Joint
Co/Trust
F2. Other Assets – Applicants 1 & 2
Vehicle 1
Vehicle 1 Make / Model / Year
Vehicle 1 Estimated Value
Vehicle 1 Ownership
App1
App2
Joint
Co/Trust
Vehicle 2
Vehicle 2 Make / Model / Year
Vehicle 2 Estimated Value
Vehicle 2 Ownership
App1
App2
Joint
Co/Trust
Savings 1 Account / Details
Savings 1 Estimated Value
Savings 1 Ownership
App1
App2
Joint
Co/Trust
Savings 2 Account / Details
Savings 2 Estimated Value
Savings 2 Ownership
App1
App2
Joint
Co/Trust
Savings 3 Account / Details
Savings 3 Estimated Value
Savings 3 Ownership
App1
App2
Joint
Co/Trust
Savings 4 Account / Details
Savings 4 Estimated Value
Savings 4 Ownership
App1
App2
Joint
Co/Trust
Home Contents Details
Home Contents Estimated Value
Home Contents Ownership
App1
App2
Joint
Co/Trust
Superfund / SMSF 1 Details
Superfund / SMSF 1 Estimated Value
Superfund / SMSF 1 Ownership
App1
App2
Joint
Co/Trust
Superfund / SMSF 2 Details
Superfund / SMSF 2 Estimated Value
Superfund / SMSF 2 Ownership
App1
App2
Joint
Co/Trust
Total Shares Details
Total Shares Estimated Value
Total Shares Ownership
App1
App2
Joint
Co/Trust
G1. Real Estate Liabilities – Applicants 1 & 2
Home Loan 1
Home Loan 1 Lender
Home Loan 1 Balance
Home Loan 1 Rate
Home Loan 1 Repayment
Home Loan 1 Refinance?
Yes
No
Home Loan 2
Home Loan 2 Lender
Home Loan 2 Balance
Home Loan 2 Rate
Home Loan 2 Repayment
Home Loan 2 Refinance?
Yes
No
Home Loan 3
Home Loan 3 Lender
Home Loan 3 Balance
Home Loan 3 Rate
Home Loan 3 Repayment
Home Loan 3 Refinance?
Yes
No
Home Loan 4
Home Loan 4 Lender
Home Loan 4 Balance
Home Loan 4 Rate
Home Loan 4 Repayment
Home Loan 4 Refinance?
Yes
No
Home Loan 5
Home Loan 5 Lender
Home Loan 5 Balance
Home Loan 5 Rate
Home Loan 5 Repayment
Home Loan 5 Refinance?
Yes
No
G2. Other Liabilities – Applicants 1 & 2
Vehicle Loan 1
Vehicle Loan 1 Lender / Provider
Vehicle Loan 1 Balance
Vehicle Loan 1 Repayment
Vehicle Loan 1 Rate
Vehicle Loan 1 Refinance?
Yes
No
Vehicle Loan 2
Vehicle Loan 2 Lender / Provider
Vehicle Loan 2 Balance
Vehicle Loan 2 Repayment
Vehicle Loan 2 Rate
Vehicle Loan 2 Refinance?
Yes
No
Credit Card 1
Credit Card 1 Lender / Provider
expect and Debt
Credit Card 1 Limit
Credit Card 1 Balance
Credit Card 1 Ownership
App1
App2
Joint
Co/Trust
Credit Card 1 Refinance?
Yes
No
Credit Card 2
Credit Card 2 Lender / Provider
Credit Card 2 Limit
Credit Card 2 Balance
Credit Card 2 Ownership
App1
App2
Joint
Co/Trust
Credit Card 2 Refinance?
Yes
No
Credit Card 3
Credit Card 3 Lender / Provider
Credit Card 3 Limit
Credit Card 3 Balance
Credit Card 3 Ownership
App1
App2
Joint
Co/Trust
Credit Card 3 Refinance?
Yes
No
Credit Card 4
Credit Card 4 Lender / Provider
Credit Card 4 Limit
Credit Card 4 Balance
Credit Card 4 Ownership
App1
App2
Joint
Co/Trust
Credit Card 4 Refinance?
Yes
No
Personal Loan
Personal Loan Lender / Provider
Personal Loan Balance
Personal Loan Repayment
Personal Loan Ownership
App1
App2
Joint
Co/Trust
Personal Loan Refinance?
Yes
No
SMSF Loan 1
SMSF Loan 1 Lender / Provider
SMSF Loan 1 Balance
SMSF Loan 1 Repayment
SMSF Loan 1 Rate
SMSF Loan 1 Refinance?
Yes
No
SMSF Loan 2
SMSF Loan 2 Lender / Provider
SMSF Loan 2 Balance
SMSF Loan 2 Repayment
SMSF Loan 2 Rate
SMSF Loan 2 Refinance?
Yes
No
HECS / HELP Debt
HECS / HELP Debt Balance
HECS / HELP Debt Repayment
HECS / HELP Debt Ownership
App1
App2
Joint
Co/Trust
Requirements, security and advisors
Back
Next
H. Requirements & Objective – Applicants 1 & 2
Please state primary reasons for seeking credit or the reasons for a review of an existing credit contract
Loan purpose / reason
Cash flow for future investment
Temporary reduction in income
Anticipated large expense item
Wealth Creation – Investment purpose
Recommendation provided by financial planner/accountant
Intend to convert O/O property to INV property in the future
Construction
Bridging Finance
Other (provide details)
If Purchasing – Funds Required to Complete Loan
Security Property Value
Stamp Duty
Conveyancer Fees
Any Other Fees
TOTAL COSTS (A)
Is this your first home?
Yes
No
Savings
Deposit Paid
Gifts and Other
TOTAL CONTRIBUTIONS (B)
TOTAL LOAN REQUIRED (A-B)
If refinancing or consolidating debts, please provide details of the debts that are being refinanced or consolidated and the resulting benefit to you
I. Desired Loan Features
Desired loan features
Variable Rate
Fixed Rate
Combined Variable & Fixed
Interest Only
Offset Account
Internet Banking
Redraw
Credit Card
Portability
Line of Credit
Additional Repayments
Loan Variations
Any preferred lenders? Any lenders you do not wish to deal with? Preferred loan splits?
If selected Interest Only, please set out why you would like Interest Only repayments
If selected Fixed Rate, please explain why you would like a fixed rate period
J. Your Financial Security
Have you ever had any financial judgments or legal proceedings against you?
Yes
No
Did you have any difficulty meeting your financial commitments in the past 2 years?
Yes
No
Are any of your existing debts currently in arrears?
Yes
No
Are you concerned about rising interest rates? How concerned are you?
Yes
No
Do you expect any significant changes to your financial situation in the foreseeable future that would adversely impact your ability to meet your commitments? How do you expect to meet your commitments?
Yes
No
If any applicants answered 'YES' to any of the questions above, please provide details below
K. Protecting Your Lifestyle
Do you have any insurance to protect your lifestyle eg. life, total permanent disablement insurance, income protection, etc?
Yes
No
If No, how would your lifestyle needs be maintained if you and/or your partner were temporarily or permanently unable to earn income?
Would you like someone to contact you about life insurance?
Yes
No
Do you have home contents insurance?
Yes
No
Have you received advice from an accountant, solicitor or financial planner regarding your requirements or financial objectives?
Yes
No
Professional advice details
L. Other Advisors
Accountant Business Name
Accountant Contact Name
Accountant Contact Number
Solicitor / Conveyancer Business Name
Solicitor / Conveyancer Contact Name
Solicitor / Conveyancer Contact Number
Real Estate Agency
Real Estate Agent Name
Real Estate Agent Contact Number
Broker Name
Broker Business Name
Broker Phone Number
Broker Mobile Number
Credit Representative Number
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