First Name

Last Name

Phone

Date Of Birth

Marital Status

Single

Married

Defacto

Are you a Citizen?

Yes

Are you a permanent resident?

Yes

What type of finance do you need help with?

Purchase

Refinance

Other

First Home Buyer?

Yes

How much deposit do you have?

What are you going to buy?

Established

House and Land Package

I do not know

How much are you looking to buy for?

How many properties do you own?

Do you need any cash out?

Yes

How much cash out do you need?

Credit Card Details | eg. Bankwest - $10,000

Mortgage Details | eg. ING, 400k, 6.5%, 2k/month

Personal Loan Details | | eg. NAB, 35k, 8.5%, 1.5k/month

ZipPay / Afterpay / Others

Car Loan Details | | eg. Plenti, 20k, 7%, 1k/month

Child maintenance Details | | eg. 400/month

HECS / HELP Details

No Debts | Yes if no debts

How many bank accounts do you have?

Which account does the Primary applicant's pay go to? | eg. CBA #3638

Which bank account do all the savings go into? | eg. CBA #3432

Which bank account is used for living expenses? | eg. CBA #3845

Any other bank accounts? | eg. CBA #3742

Time limit for finance?

Any defaults in the last 5 years or late payments on accounts in the last two years?

Willing to reduce or refinance credit cards or personal loans to increase borrowing capacity?

Yes

Dependant 4 - First Name

Dependant 4 - Last Name

Dependant 4 - Date Of Birth

Dependant 3 - First Name

Dependant 3 - Last Name

Dependant 3 - Date Of Birth

Dependant 2 - First Name

Dependant 2 - Last Name

Dependant 2 - Date Of Birth

Dependant 1 - First Name

Dependant 1 - Last Name

Dependant 1 - Date Of Birth

Motor Vehicle - 4 | eg. 2024 Toyota Hilux 50000

Year
Make
Model
Value

Motor Vehicle - 3 | eg. 2024 Toyota Hilux 50000

Year
Make
Model
Value

Motor Vehicle - 2 | eg. 2024 Toyota Hilux 50000

Year
Make
Model
Value

Motor Vehicle - 1 | eg. 2024 Toyota Hilux 50000

Year
Make
Model
Value

Current job title

Current name of company

Current annual salary

Current employment start date

Previous job title

Previous name of company

Previous annual salary

Previous employment start date

Current Address

Suburb

State

Post code

Date moved in on Current Address

Current Housing Type

Mortgage

Rent

Boarding

Previous Address

Previous Suburb

Previous State

Previous Post code

Date moved in on Previous Address

Previous Housing Type

Mortgage

Rent

Boarding

Living with Parents

Current Home Content Amount?

(*If you had to replace every item in your house what would it cost? (normally between 10-60k)

How much are you paying for home insurance per month?

How much are you paying for car insurance per month?

How much are you paying for private health insurance?

If Applicable

How much Superannuation do you have roughly?

How much are you paying on Private School Fees?

If Applicable

How much are you paying on Strata Fees?

If Applicable

How many people on the loan? *

1 Applicant

2 Applicants

Discuss

Discuss: Please put a note on the next page the things you wanted to discuss

Partner's First Name

Partner's Last Name

Partner's Mobile Number

Partner's Email Address

Partner's Date of Birth

Is your partner a Citizen?

Yes

Is your partner a permanent resident?

Yes

Partner's current job title

Partner's current name of Company

Partner's current annual salary

Partner's current employment start date

Which account does the partner's pay go to?

Partner's previous job title

Partner's previous name of company

Partner's previous annual salary

Partner's previous employment start date

Approximately how much Superannuation does your partner currently have?

Soft Credit Check *

e-Sign

PDF (manual signature)

We’ll need to run a soft credit check (this doesn’t affect your credit score) as part of the client insight form to get a clearer picture of your current situation. Would you prefer to sign the consent form electronically (e-sign) or would you rather receive a PDF version to sign manually?

Bank Statements *

Send Frollo Link

Manual (PDF copies of Bank Statements)

We’re also required to collect your recent bank statements. You can either send them to us in PDF manually via email, or we can send you a secure Frollo link that lets you share them easily online. We usually recommend Frollo, as it helps us understand your expenses more clearly and speeds things up a bit.

Anything you think I need to know to assist you with getting finance?

By submitting this form/survey, I hereby declare that all the information provided is true and accurate to the best of my knowledge. I understand that providing false or misleading information may result in consequences, including the rejection of my application or other appropriate actions.

Please select "Yes" to confirm and submit. *

Yes