Mortgage Application Snapshot

Mortgage Application Snapshot

Mortgage Application Snapshot

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Client A
Name

First Name/sSurname
Email
example@example.com
Phone Number
Date of Birth

DayMonthYear
Employment

OccupationEmployer
Time at JobIRD Number
Address

Street Address

Suburb

CityPostcode

Time at current address
Child 1

Full NameDate of Birth
Child 2

Full NameDate of Birth
Child 3

Full NameDate of Birth
Child 4

Full NameDate of Birth

Client B
Name

First NameLast Name
Email
example@example.com
Phone Number
Date of Birth

DayMonthYear
Employment

OccupationEmployer
Time at JobIRD Number
Address

Street Address

Suburb

CityPostcode

Time at current address
Child 1

Full NameDate of Birth
Child 2

Full NameDate of Birth
Child 3

Full NameDate of Birth
Child 4

Full NameDate of Birth

Assets

Property

Rows	Approx. Value	Address	Owned by (sole, joint, company, trust)
Home
Holiday Home
Investment Property #1
Investment Property #2
Investment Property #3
Investment Property #4

KiwiSaver

Rows	Client A	Client B
Value
Provider
Fund Type

Savings & Investments

Rows	Value	Provider
Savings
Term Deposit
Managed Funds
Shares
Pension Scheme
Other
Other

Liabilities

Mortgages

Rows	Bank	Limit	Balance	Interest Rate	Repay-ments	Fixed Rate Expiry	Loan Term Remaining
Home 1
Home 2
Home 3
Home 4
Investment Loan 1
Investment Loan 2
Investment Loan 3
Investment Loan 4

Personal Debt

Rows	Limit	Balance (not paid off monthly)	Bank/Provider	Interest Rate %	Repayments
Credit Card #1
Credit Card #2
Student Loan
Personal Loan
Hire Purchase
Store Card
Buy Now Pay Later (Afterpay)
Family Loan

Income

Client A

Rows	Amount	Frequency	Before or After Tax
Wages
Salary
Bonus
Commission
Business Profit
Boarder Income
Rental Income
Other
Other

Client B

Rows	Amount	Frequency	Before or After Tax
Wages
Salary
Bonus
Commission
Business Profit
Boarder Income
Rental Income
Other
Other

Expenses

General Spending
Accommodation
Rent
Amount
Frequency
Land rates
Amount
Frequency
Body corp
Amount
Frequency
Water rates
Amount
Frequency

Basic Living Costs
Food/household shopping
Amount
Frequency
Clothing/dry-cleaning
Amount
Frequency
Electricity/gas
Amount
Frequency
Telephone
Amount
Frequency
Internet
Amount
Frequency

Mobile phones
Amount
Frequency
Children's Expenses
Day to Day Expenses
Amount
Frequency
Creche
Amount
Frequency
School fees
Amount
Frequency
Tertiary education fees
Amount
Frequency
After school care
Amount
Frequency
Other (e.g. tuition)
Amount
Frequency

Expenses

Any Planned Expenses not already captured
One-off & Ongoing Expenses
Your Adviser
Should be Empty: