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
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.
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 3 months) 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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Do you have any other property mortgaged with the same bank?
Yes
No
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