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This is a pre-application form which will be used to assess your financial situation and to carry out need analysis and is not an official application form.

First Name*
Middle Name
Surname *
ADDRESS*
Street No
Street Name
Suburb
State
Postcode
 
How long have you lived there? Years Months
What weekly rent do you pay $
Date of birth *
Occupation *
Employer
Length of Employment Years Months
Gross Annual Income * $
Family Allowance etc. $ per fortnight
Do you have any other income? Yes No
Marital Status
Number of Children
Telephone Home ( )
Telephone Mobile
   
WHAT IS THE REASON FOR REFINANCING?
Looking for Better Loan / Product
 Yes No
Debt Consolidation
 Yes No
Cash Out
 Yes No
Renovation Yes No
WHAT LOAN AMOUNT WILL YOU REQUIRE ? *  
Who is your current lender?
Is your current loan Fixed or Variable? Fixed  Variable
   
WHAT IS THE ADDRESS OF THE PROPERTY THAT YOU ARE REFINANCING?
Street No Street Name Suburb
State Postcode  
 
DO YOU HAVE ANY CREDIT DEFAULTS?
Yes No
PLEASE LIST YOUR CREDIT DEFAULTS BELOW
  Default 1
Amount $
Date Paid
   Default 2
Amount $
Date Paid
 
PLEASE LIST ALL YOUR CURRENT LOANS
Lender (e.g. GE Finance etc.) Amount Owing Monthly Repayments
$ $
$ $
$ $
$ $
 
PLEASE LIST ALL CREDIT CARDS
Issued by (e.g. ANZ Visa) Card Limit Currently Owing
$ $
$ $
$ $
$ $
 
YOUR CONTACT DETAILS
What is your Email Address? *
What is the best DAYTIME phone number to contact you? * ( )
What is the best time during the day to phone you? *
 
ANY OTHER COMMENTS OR INFORMATION THAT MAY HELP US OR YOU THINK WE MUST KNOW TO ASSESS YOUR SITUATION.

  




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