Home Loan Pre-Approval & Credit Check Consent

Home Loan Pre-Approval & Credit Check Consent

This form captures the information needed to assess your home loan pre-approval and includes your consent for a credit check, all with no obligation to proceed.
SECTION 1: Personal Details
Title:
Name

First NameLast Name
ID Number
Cell Number
Please enter a valid phone number.Format: (000) 000-0000.
Whatsapp number if different:
Please enter a valid phone number.Format: (000) 000-0000.
Email Address:
example@example.com
Marital status:
Dependants
City of Birth
Ethnic Group
(We are required to request this in terms of the Home Loan and Mortgages Disclosure Act, 2000)
Current Residential Status
Address

Street Address

Street Address Line 2

CityProvince

Postal code
Period at current Address:

MonthDayYear
Date
Current residential status:
Do you share household expenses with others:
Employment status
Occupation:
Employer name:
Employer address:
Employment period:

MonthDayYear
Date
Highest level of education:
Tax reference number:
Income (Monthly)
Gross income (Before deductions):
Nett income (After deductions):
Rental income with lease agreement in place:
Do you have a lease agreement in place:
Maintenance received with court order in place:
Do you have a court order in place:
Other income:
Please specify:
Expenses (Monthly)
Petrol/Transport:
Water and electricity:
Groceries:
Educational Costs:
Municipal Rates and Taxes:
Short-term / Life insurance:
Medical Aid (If not on payslip):
Other expenses:
Please specify:
Assets
Value of Fixed Property (Owned):
Value of Vehicles (Owned):
Value of Furniture and fittings:
Cash on Hand:
Value of Other assets:
Please specify:
Purchase intent
Are you a first time buyer:
Will new property be your main residence?:
Have you smoked any form of tobacco in the last year?
Is this purchase subject to sale of another property?:
Estimated Purchase Price:
Available Funds
Deposit available (If applicable):
Costs available (If applicable)
Credit Profile
Are you currently under debt review?
Have you had any judgements or defaults?
Declaration and Authority
I, {name}, the undersigned, ID Number: {idNumber}, hereby appoint Chanelle Macey at Evo Home Loans as my lawful representative to:
- Obtain my personal credit report from a registered credit bureau via a reseller provider for the purpose of assessing creditworthiness and affordability;
- Use my personal and financial information, together with supporting documents provided by me, to prepare a home loan application form for my review and signature should I proceed with a property offer;
- Store and process my information in compliance with POPIA, and not share it with any financial institution unless authorised by me once an Offer to Purchase is signed.
I confirm all information provided is accurate and complete to the best of my knowledge.
Attached to this document is a copy of my/our ID document/s.
Place
Date:

MonthDayYear
Date
Client Signature
Payslips – please only upload if you haven’t already sent them to us directly.

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Bank Statements - please only upload if you haven’t already sent them to us directly.

Cancelof
Copy of ID - please only upload if you haven’t already sent them to us directly.

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Who referred you to Evo Home Loans?
Evo Home Loans
Should be Empty:

Home Loan Pre-Approval & Credit Check Consent

SECTION 1: Personal Details

Current Residential Status

Employment status

Income (Monthly)

Expenses (Monthly)

Assets

Purchase intent

Available Funds

Credit Profile

Declaration and Authority