Fact Find Form
Client 1
Full Name
First Name
Last Name
Occupation
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Time At Current Address
Mobile
Please enter a valid phone number.
Email Address
example@example.com
Children Under 18
Age Of Each Child
Client 1 - Employment Details
Current Occupation
Self Employed
Yes
No
Current Employer
Years Employed
Work Phone
Please enter a valid phone number.
Previous Employer
Work Phone
Please enter a valid phone number.
Client 1 - Financial Details
Base Salary (Not Including Super)
Car Allowance
Other Income (overtime, bonus, commissions, etc)
Investment Income (not rental income)
Total
Submit
Client 2
Full Name
First Name
Last Name
Occupation
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Time At Current Address
Mobile
Please enter a valid phone number.
Email Address
example@example.com
Children Under 18
Age Of Each Child
Client 2 - Employment Details
Current Occupation
Self Employed
Yes
No
Current Employer
Years Employed
Work Phone
Please enter a valid phone number.
Previous Employer
Work Phone
Please enter a valid phone number.
Client 1 - Financial Details
Base Salary (Not Including Super)
Car Allowance
Other Income (overtime, bonus, commissions, etc)
Investment Income (not rental income)
Total
Combined Statement Of Position
Assets
Value
Rent Received Per Week
Title Holder
Home
Investment Property 1
Investment Property 2
Investment Property 3
Investment Property 4
Investment Property 5
Savings
Home Contents
Shares
Motor Vehicle & Year
Motor Vehicle & Year
Superannuation Client 1
Superannuation Client 2
Other Investments
Other Assets
Total Assets
Liabilities
Existing Lender/s
Interest Rate
Min Monthly Repayment
Amount Owing
--
--
--
--
--
--
--
Personal Loan
Overdraft
Lease/Hire Purchase
Credit Card 1 - Limit
Credit Card 2 - Limit
Rent Paid Per Month
HELP / HECS
Child Maintenance
Total Liabilities
Purpose Of Loan
Type a question
Yes
Amount
Purchase Home / Investment
Business / Commercial Loan
Refinance
Personal Loan
Acknowledgement
Type I/we have provided the above information voluntarily and, to the best of my/our knowledge, it is accurate.This information will be used for the purpose of financial analysis and, as necessary, to disclose it to other relevant parties.It is understood this information will be treated by all parties as confidential.
TypeBy signing and submitting this Fact Find, I /we confirm that I/we have read, understood and agree with the credit guide & Privacy consent document provided to me/us by EFS
Client 1
Client 2
Submit
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