Initial Deal Notes

Deal Notes
Deal Name
Referral Source
Applicant 1
Full Name:

PrefixFirst NameLast Name
Email:
example@example.com
Mobile Number:
Format: 0000000000.
Age:
Marrital Status

SingleMarriedDe-facto
VISA Status

CitizenPROther
VISA Type and Number:
Expiry Date:

MonthDayYear
Date
Credit Conduct:

Clean CreditAverageCredit Impaired
Employment Details
Income Source

PAYGCompanySole TraderCompany / TrustPartnership
Employment Status

Full-TimePart-TimeCasualContract
Income Type/Deductions:

Base IncomeBonus (1yr)Bonus (2yrs)OvertimeAdditional AllowancesAdditional Super ContributionsSalary Sacrifice (ie. Maxxia, CBB)Fully Maintained Company CarCommissions (1 yr)Commissions (2 yrs)
Estimated Income:
Start Date:

MonthDayYear
Date
Active ABN/Company Directorship:

ABN - TradingABN - Not TradingCompany Directorship - TradingCompany Directorship - Not Trading
Additional Notes:
Applicant 2
Full Name

PrefixFirst NameLast Name
Email
example@example.com
Mobile Number
Format: 0000000000.
Age:
Marrital Status:

SingleMarriedDe-facto
VISA Status:

CitizenPROther
VISA Type and Number:
Expiry Date:

MonthDayYear
Date
Credit Conduct:

Clean CreditAverageCredit Impaired
Employment Details
Income Source

PAYGCompanySole TraderCompany / TrustPartnership
Employment Status

Full-TimePart-TimeCasualContract
Income Type/Deductions:

Base IncomeBonus (1yr)Bonus (2yrs)OvertimeAdditional AllowancesAdditional Super ContributionsSalary Sacrifice (ie. Maxxia, CBB)Fully Maintained Company CarCommissions (1 yr)Commissions (2 yrs)
Estimated Income:
Employment Start Date:

MonthDayYear
Date
Active ABN/Company Directorship:

ABN - TradingABN - Not TradingCompany Directorship - TradingCompany Directorship - Not Trading
Additional Notes:
Family Structure
Number Dependents:
Dependent Ages:
Kids Schooling:

PublicPrivateChild Care
Kids Schooling Notes:
Centrelink Income:

YesNo
if so, how much?
Current Residential Status:

Renting (Privately)Renting (Property Manager)Rent and Board FreeOwner Occupier
Weekly Rent:
Liabilities
Type of Liabilities:

HECSATOPersonal LoanCar LoanChild SupportCredit Card (Limit)Business LiabilitiesPersonal InsuranceOther
Additional Notes:
Add Limits and Repayments
Transaction Details
Transaction Type:

RefinancePurchaseCash outConstructionLoan IncreaseBridging FinanceSMSFGuarantor Loan
Loan Purpose:

Owner OccuperInvestmentFirst Home BuyerFirst Home Buyer Scheme
Property Location:

MetroRegionalSAQLDVICNSWWANTTASACT
Proposed Valuation / Purchase Price:
Funds to Complete:
Using a Buyers Agent?

YesNo
If so, proposed Buyers Agent Fee:
Genuine Savings:

Not AvailableRental Ledger - PrivateRental Ledger - Property Manager3 Months Savings/ Share StatementGifted FundsSale of an AssetNot Required
Number of NEW ACCOUNTS to be created: blanks .
Number of OFFSET ACCOUNTS required blank .
Additional information about ACCOUNTS (Transaction / DDR / Surplus / Shortfall / Offset)
Flags/Policy Checks:
Additional Deal Notes / Compliance Specifics
Marketing Notes
Suggestion of Banks:
Broker

Stewart JohnstoneAndre Garcia
Staff

Marilia SutiloCaio CarrilloJenybie LavarroAndre GarciaStewart Johnstone
Should be Empty:

Deal Notes

Applicant 1

Employment Details

Applicant 2

Employment Details

Family Structure

Liabilities

Transaction Details