Application Form

1. Loan Details
Loan Amount
Loan Term
1st / 2nd / Caveat Loan
2. Declaration of Purpose
(Please provide a brief description of what the funds are to be used)
3. Proposed Repayment Summary
(Please advise how you intend to repay the loan) i.e. refinance / sale of asset / cash flow etc etc)
4a. Individual Borrowers Details
Name
Email
Current Address
State
Post Code
Contact Number
Date of Birth
Occupation
Is the property owned or rented?
Use as Security
Yes
No
4b. Individual Borrowers Details
Name
Email
Current Address
State
Post Code
Contact Number
Date of Birth
Occupation
Is the property owned or rented?
Use as Security
Yes
No
4c. Individual Borrowers Details
Name
Email
Current Address
State
Post Code
Contact Number
Date of Birth
Occupation
Is the property owned or rented?
Use as Security
Yes
No
4d. Individual Borrowers Details
Name
Email
Current Address
State
Post Code
Contact Number
Date of Birth
Occupation
Is the property owned or rented?
Use as Security
Yes
No
5a. Security Property
Property Address
State
Post Code
Current Names on Title
Property Type
Estimated Value
Current Use
Property Description
Current 1st Mortgage Amount
Lender
Current 2nd Mortgage Amount
Lender
5b. Security Property
Property Address
State
Post Code
Current Names on Title
Property Type
Estimated Value
Current Use
Property Description
Current 1st Mortgage Amount
Lender
Current 2nd Mortgage Amount
Lender
6a. Company / Trust Details
Company / Trust Name
Registered Address
ABN
ACN

Director Details
Full Name
Contact Number
Date of Birth
Email
Occupation
6b. Company / Trust Details
Company / Trust Name
Registered Address
ABN
ACN

Director Details
Full Name
Contact Number
Date of Birth
Email
Occupation
7a. Statement of Assets & Liabilities
Name of Individual Owner / Company

Assets
Property Address
Value
Property Address
Value
Property Address
Value
Property Address
Value

Motor Vehicle
Value
Motor Vehicle
Value

Cash In Bank
Value
Cash In Bank
Value

Furniture
Value

Jewellery
Value

Superannuation
Value

Business Value
Value

Other Assets
Value
Other Assets
Value

Liabilities
Mortgage
Value
Mortgage
Value
Mortgage
Value
Mortgage
Value

Finance / Lender
Value
Finance / Lender
Value

Overdraft
Value
Overdraft
Value

Credit Card (Details)
Limit
Credit Card (Details)
Limit
Credit Card (Details)
Limit
7b. Statement of Assets & Liabilities
Name of Individual Owner / Company

Assets
Property Address
Value
Property Address
Value
Property Address
Value
Property Address
Value

Motor Vehicle
Value
Motor Vehicle
Value

Cash In Bank
Value
Cash In Bank
Value

Furniture
Value

Jewellry
Value

Superannuation
Value

Business Value
Value

Other Assets
Value
Other Assets
Value

Liabilities
Mortgage
Value
Mortgage
Value
Mortgage
Value
Mortgage
Value

Finance / Lender
Value
Finance / Lender
Value

Overdraft
Value
Overdraft
Value

Credit Card (Details)
Limit
Credit Card (Details)
Limit
Credit Card (Details)
Limit
7c. Statement of Assets & Liabilities
Name of Individual Owner / Company

Assets
Property Address
Value
Property Address
Value
Property Address
Value
Property Address
Value

Motor Vehicle
Value
Motor Vehicle
Value

Cash In Bank
Value
Cash In Bank
Value

Furniture
Value

Jewellry
Value

Superannuation
Value

Business Value
Value

Other Assets
Value
Other Assets
Value

Liabilities
Mortgage
Value
Mortgage
Value
Mortgage
Value
Mortgage
Value

Finance / Lender
Value
Finance / Lender
Value

Overdraft
Value
Overdraft
Value

Credit Card (Details)
Limit
Credit Card (Details)
Limit
Credit Card (Details)
Limit
8. Income
Do you have a Business Activity Statement (BAS) within the last 4 months?
Yes
No
9. Questions
Have you ever been made bankrupt or entered into an agreement to pay your creditors?
Yes
No
Are there any unsatisfied Court judgements registered against you?
Yes
No
Have there been any arrears or late repayments with your current mortgage/s within the last 6 months?
Yes
No
Has an application for finance been submitted to any other lender?
Yes
No
If you answered Yes to any of the above questions, please provide further details