Mortgage assessment form

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Mortgages. KiwiSaver. Insurance
Mortgage assessment form

Please complete this form so we can assess your potential for obtaining a mortgage. The form should take around 10 minutes to complete.
- First name
- Surname
- Date of birth
  
  DayMonthYear
- Country of birth
  
  Other
- Phone number
- Email address
- Address
  As shown on bank statements or utility bills
- Date you moved in (approximate)
  
  DayMonthYear
- A 3-year address history is required. If you have been at your current address for less than 3 years please provide previous addresses and approximate dates you moved in/out.
  As shown on bank statements or utility bills
- Relationship status
- Do you have any children under 18?
- Children's details (click on "add child" as required).
- Is this a joint application (with a partner or other person)
- Joint applicant's full name
- Joint applicant's date of birth
  
  DayMonthYear
- Country of birth
  
  Other
- Phone number
- Email address
- Employment type
- Employer
- Occupation
- Starting date
  
  DayMonthYear
- Annual salary/hourly rate (gross) or company net profit
- A 3-year employment history is required. If you have been in your current employment for less than 3 years please provide details of previous employment (occupation, salary, company, start and finish dates).
- Other income eg rent/flatmates, Working for Families
- Joint applicant's employment type
- Joint applicant's employer
- Joint applicant's occupation
- Starting date
  
  DayMonthYear
- Joint applicant's annual salary or hourly rate
- Manager name and number
- Has the joint applicant been working for the same company for less than 3 years?
- A 3-year employment history is required. If you have been in your current employment for less than 3 years, please provide details of previous employment (occupation, salary, company, start and finish dates).
- Are you or the joint applicant a first home buyer?
- Deposit details
- Current bank/s (personal and mortgage)
- Are you (and joint applicant) prepared to move your wages account to another bank if required to secure a mortgage?
- Properties you currently own
- KiwiSaver details
- What vehicles do you own, including caravans, boats etc?
- Do you have any other assets eg savings, house contents, shares?
- What credit cards do you (or joint applicant) have, including non-bank cards such as QCard and GEM Visa?
- Do you (or your partner) have any debt such as student loans, car loans, hire purchases, AfterPay, Layby, store cards or bank overdrafts?
- Insurance expenses. Add all existing insurance cover eg home/contents/vehicle/medical/life etc
- Other regular expenses, excluding living costs eg power, food, fuel etc. These are other expenses such as child support.
- Have you (or the joint applicant) ever had issues related to debt arrears, credit declines or bankruptcy? Have any of your bank statements in the last 3mths have gone into overdraft (OD)?
- Please provide details
- Before applying for a mortgage, it's a good idea to order your own credit report. You can obtain these at no cost from https://www.centrix.co.nz/my-credit-score/
  
  You are welcome to send the reports to krystiana@zenvest.co.nz if you would like help understanding them.
- Should be Empty:

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Mortgage assessment form