Online Assessment Form

The following 'Assessment Form' is not an application for finance.

By completing this form it will enable us to better prepare ourselves when presenting your finance options at your future appointment or over the phone.

* Required fields

 

Personal Details
Applicant 1
Applicant 2
First Name: *
Last Name: *
Home Address: *
Your Date of Birth: *
Purpose for Finance: *
Age of children < 18 y.o.:
Home Telephone:
Work Telephone:
Mobile:
Email Address: *
Preferred method of contact:

"Ctrl-Click" Selects Multiple

"Ctrl-Click" Selects Multiple
Employment Details
Employer's Name/s: *
Job Title/s: *
Current Employment Period with your main job: *
FT, PT, Casual, Self Employed, Temp, Contractor, Unemployed, Home Duties, Student, or other: *

Clean Credit Rating (yes or no?): *

If no, provide details.

Income Details
Before tax wage (monthly) *
Rental Income (monthly)
Centrelink Income (monthly)

Other Monthly Income (provide details)

Tax returns lodged for last Financial Year: * Enter 'Yes' or 'No'

FOR PURCHASES ONLY

Property Location/s:
Estimated Purchase Price:
Available funds for deposit (excluding FHOG):
Source of deposit:
Eligible for FHOG:

 

Debts (excluding debts related to property)
Which Bank & type of debt
Amount owing
Minimum Monthly Repayment
Consolidate this debt with new loan?
Current Assets (Property)
Current Home
Investment Property 1
Investment Property 2
Approximate Value & Suburb
Amount Owing
Minimum Monthly Repayment
Current Lender

What is your interest rate?

Is it variable or fixed?

When does your fix rate end (if applicable)?

Summary

Other information that may impact your loan assessment:

For e.g. new job.

Features important to you in a home loan? *

 

If there is no confirmation of success after you click 'submit', scroll up to review the fields which are marked in red and ensure they are completed, then hit 'Submit' again.

Wait for a web page to pop up stating successful submission.

* Required fields

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