Simplified Pre-Assessment Form

Loan Information Form
Thank you for your recent loan enquiry with @realty Finance - We can definitely assist you with a range of loan options to consider.

Prior to completing a formal loan application, we like to do an initial pre-assessment. This ensures that when we do proceed to a formal application via the loan system, you are in a strong position of seeking approval.

This process also ensures that prior to completing a formal loan application with the bank you have chosen, you are happy with the bank, loan structure, pricing, and loan repayments offered.

Please complete as much as possible in the below fields so that we can provide you with an accurate pre-assessment.

If you have any questions feel free to email finance@atrealty.com.au or call 1300 299 377
Contact Information
Name*

First NameLast Name
Birth Date*

DayMonthYear
Marital Status:*

SingleMarriedDefactoOther
Do you have any dependents?*
Please add the Dependents Ages (Click the Greeen + for each Dependent)
E-mail*
example@example.com
Phone*
Will there be any other applicants on the loan?*
Please add the Names of the other Applicants and Relationship to you*
Your Employment Status*
Self Employed Information
Company Name*
Estimated Annual Income
Did you take out a Covid Business Loan
Amount Borrowed
Monthly Repayments
Are you a Director of any other Companies?
Employment Details
Present Employer*
Estimated Annual Salary*
Occupation*
Investment Properties
Do you own any investment properties?*
Total weekly rental income
This is the total income from all investment properties
Do you own any other Investment Properties?*
How many additional Investment Properties do you own?*
Other Income
Do you or any applicants on the loan receive Centrelink or any other Government income (including Pension, Family Tax Income, Child Support,*
Please list Government and Other Benefits income sources
Monthly Income from Government & Other Benefits*
Do you receive Dividend or Interest income from Shares, Bonds, Cash or other investments?*
Monthly Income from Other Investments*
Comments:
Should be Empty:

Loan Information Form

Contact Information

Self Employed Information

Employment Details

Investment Properties

Other Income