Deal Notes
Deal Name
Referral Source
Applicant 1
Full Name:
Mr.
Mrs.
Ms.
Prefix
First Name
Last Name
Email:
example@example.com
Mobile Number:
Format: 0000000000.
Age:
Marrital Status
Single
Married
De-facto
VISA Status
Citizen
PR
Other
VISA Type and Number:
Expiry Date:
/
Month
/
Day
Year
Date
Credit Conduct:
Clean Credit
Average
Credit Impaired
Employment Details
Income Source
PAYG
Company
Sole Trader
Company / Trust
Partnership
Employment Status
Full-Time
Part-Time
Casual
Contract
Income Type/Deductions:
Base Income
Bonus (1yr)
Bonus (2yrs)
Overtime
Additional Allowances
Additional Super Contributions
Salary Sacrifice (ie. Maxxia, CBB)
Fully Maintained Company Car
Commissions (1 yr)
Commissions (2 yrs)
Estimated Income:
Start Date:
-
Month
-
Day
Year
Date
Active ABN/Company Directorship:
ABN - Trading
ABN - Not Trading
Company Directorship - Trading
Company Directorship - Not Trading
Additional Notes:
Applicant 2
Full Name
Mr.
Mrs.
Ms.
Prefix
First Name
Last Name
Email
example@example.com
Mobile Number
Format: 0000000000.
Age:
Marrital Status:
Single
Married
De-facto
VISA Status:
Citizen
PR
Other
VISA Type and Number:
Expiry Date:
/
Month
/
Day
Year
Date
Credit Conduct:
Clean Credit
Average
Credit Impaired
Employment Details
Income Source
PAYG
Company
Sole Trader
Company / Trust
Partnership
Employment Status
Full-Time
Part-Time
Casual
Contract
Income Type/Deductions:
Base Income
Bonus (1yr)
Bonus (2yrs)
Overtime
Additional Allowances
Additional Super Contributions
Salary Sacrifice (ie. Maxxia, CBB)
Fully Maintained Company Car
Commissions (1 yr)
Commissions (2 yrs)
Estimated Income:
Employment Start Date:
-
Month
-
Day
Year
Date
Active ABN/Company Directorship:
ABN - Trading
ABN - Not Trading
Company Directorship - Trading
Company Directorship - Not Trading
Additional Notes:
Family Structure
Number Dependents:
Dependent Ages:
Kids Schooling:
Public
Private
Child Care
Kids Schooling Notes:
Centrelink Income:
Yes
No
if so, how much?
Current Residential Status:
Renting (Privately)
Renting (Property Manager)
Rent and Board Free
Owner Occupier
Weekly Rent:
Liabilities
Type of Liabilities:
HECS
ATO
Personal Loan
Car Loan
Child Support
Credit Card (Limit)
Business Liabilities
Personal Insurance
Other
Additional Notes:
Add Limits and Repayments
Transaction Details
Transaction Type:
Refinance
Purchase
Cash out
Construction
Loan Increase
Bridging Finance
SMSF
Guarantor Loan
Loan Purpose:
Owner Occuper
Investment
First Home Buyer
First Home Buyer Scheme
Property Location:
Metro
Regional
SA
QLD
VIC
NSW
WA
NT
TAS
ACT
Proposed Valuation / Purchase Price:
Funds to Complete:
Genuine Savings:
Not Available
Rental Ledger - Private
Rental Ledger - Property Manager
3 Months Savings/ Share Statement
Gifted Funds
Sale of an Asset
Not 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
Italo Silva
Andre Garcia
Stewart Johnstone
Staff
Marilia Sutilo
Caio Carrillo
Jenybie Lavarro
Italo Silva
Andre Garcia
Stewart Johnstone
Print to PDF
Save for Later
Review and Submit
Should be Empty: