Pre-Assessment Application
Name
First Name
Last Name
Business Name
ABN/ACN
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Format: (000) 000-0000.
Purpose of the Loan
If you have been provided with more than 1 quote options - please confirm which option you wish to go with.
If you are selecting an Interest Only or Line of Credit Option - please advise how you will payout the loan at the end of the term.
Assets - Business and Personal
Liabilities - Business and Personal
Does your household have a secondary income?
Yes
No
Do you have any dependants?(children under 18 years) - if yes, what are their ages?
Which of the following type of Income Evidence can you supply?
12 Months Bank Statements (to be completed via link provided in quote) - manual bank statements will not be accepted
Copy of last 2 BAS Statements or 1 BAS Statement and copy of Tax Portal
Profit and Loss Statement for the Business you are purchasing
Business Plan including Cash Flow/Income & Expenses Predictions and resume/bio of previous business experience (new start up only)
Income Evidence (Options 2, 3 or 4)
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Drivers Licence/Passport/Birth Certificate for all Business Owners/Directors and Property Owners
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Medicare Card/Marriage Certificate/Change of Name Certificate
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Rates Notice - NB. If you have more than 1 property mortgaged with the same back you will need to including all of these.
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Mortgage Statement (Last 6 months) please include balance to date - screen shot is sufficient NB. If you have more than 1 property mortgaged with the same back you will need to including all of these.
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If you wish to payout/consolidate any existing business debts, please attach statement or confirmation of balance
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Do you have any other property mortgaged with the same bank?
Yes
No
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