ENQUIRE FORM
Applicant 1
Name
Given Name( incl Middle Name)
Surname
Date of Birth
-
Month
-
Day
Year
Date
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Moved In(MM/YY)
Owner/Renting
Owner
Renting
Previous Address (If above less than 3 )years
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Moved In(MM/YY)
Owner/Renting
Home Phone
Please enter a valid phone number.
Work Phone
Please enter a valid phone number.
Mobile Phone
Please enter a valid phone number.
Email
example@example.com
Marital Status
Mothers Maiden Name
Children ( under 18) DOB
Employer Name
Employment Type
Full/part-time
Casual
Self-employed
Other
Occupation
Date Started
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contact( person and phone)
Gross Annual Income (excl. super)
Other Income((Commission/Bonus)
Previous Employer (If current employer less than 3 years)
Employment Type
Full/part time
Casual
Self-employed
Other
Occupation
Date Started
Applicant 2
Name
Given name(incl Middle Name)
Surname
Date Of Birth
-
Month
-
Day
Year
Date
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Moved In( MM/YY)
Owner/Renting
Owner
Renting
Previous Address((If above less than 3 years)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Moved In(MM/YY)
Owner/Renting
Owner
Renting
Home Phone
Please enter a valid phone number.
Work Phone
Please enter a valid phone number.
Mobile Phone
Please enter a valid phone number.
Email
example@example.com
Marital Status
Mothers Maiden Name
Children(under 18) DOB
Employer Name
Employment Type
Full/part-time
Casual
Self-employed
Other
Occupation
Date Started
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contact( name & work phone)
Gross Annual Income(excl. super)
Other Income(commission/bonus)
Previous Employer((If current employer less than 3 years)
Employment Tyoe
Full/part-time
Casual
Self-employed
Other
Occupation
Date started
Asset
Property
Detail/Adress
Value
Other(weekly)
Property 1
Property 2
Property 3
Property 4
Property
Detail/Adress
Value
Other
Motor Vehicle 1( Year/Make/Model)
Motor Vehicle 2( Year/Make/Model)
Home Contents
Applicant 1
Applicant 2
Savings
Shares & investments
Liabilities
Bank/Lender & Interest rate
Interest Only
Balance Owing
Monthly Payment
Expire Date
Mortgage 1
Mortgage 2
Mortgage 3
Mortgage 4
Bank/Lender & Interest rate
Balance Owing
Monthly Payment
Expire Date
Car loan 1
Car Loan 2
Other loan
Credit Card1
Credit Card2
Credit Card3
HESC/HELP
Living Expense
On a monthly basis, how much would you anticipate you spend on the following items? If zero, please provide a comment
Monthly Payment
Comments
CHILDCARE
CHILD & SPOUSE MAINTENANCE
CLOTHING & PERSONAL CARE
PUBLIC & GOVT SCHOOL
HIGHER EDUCATION, UNI, TERTIARY
PRIVATE & NON GOVT EDUCATION
GROCERIES
GENERAL INSURANCE
PERSONAL, LIFE, INCOME INSURANCE
OTHER INSURANCE
INVESTMENT PROPERTY EXPENSES
PRIMARY RESIDENCE COSTS
SECONDARY RESIDENCE & HOLIDAYS
O/OCC STRATA, BODY CORP, LEVIES
MEDICAL & HEALTH COSTS
OTHER REGULAR EXPENSES
RECREATION & ENTERTAINMENT
RENT
BOARD
PHONE, INTERNET, PAY TV ETC
TRANSPORT
TOTAL LIVING EXPENSE
Your lending Profile
What is the amount you would like to apply for?
If purchasing, what is the expected purchase price?
How long do you expect to retain the home loan for?
1-2 yrs
2-5 yrs
5-10 yrs
10+ yrs
Unsure
What type of home loan repayment are you considering?
Principle & Interest
Interest Only
Unsure
Purpose of the loan
Tick
COMMENTS (Do you have an objective for seeking this loan?)
PURCHASE HOME
INVESTMENT PROPERTY
RENOVATIONS
REFINANCE
OTHER
How concerned are you about rising interest rates?(1 is not concerned and 10 is highly concerned)
1
2
3
4
5
6
7
8
9
10
1 is , 10 is
How would you rate your current job security? (1 is not secure and 10 is highly secure)
1
2
3
4
5
6
7
8
9
10
1 is , 10 is
Anticipated Changes
Yes
No
If you answered yes, please explain
Do you anticipate any changes to your income in
the next 6-12 months?
Do you anticipate your expenses will change in the
next 6-12 months?
Personal Insurance
Yes
No
Would like to discuss
LIFE INSURANCE
DEBT PROTECTION
INCOME PROTECTION
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