Full Name
Email Address
Contact Number
Security Address
Zoning
Property Type/Description
Property Size
Security Value Or Purchase Price
Existing Valuation And/Or COS Available?
Investment Or Owner-Occupied? --Owner-OccupiedInvestment
If Investment, Rental Income
DA Or Application For DA Pending? --NoYes
Any Caveats?
When Is Settlement Due?
LVR / Loan Amount Required
Loan Purpose Breakdown
Any Cashout?
Existing Loan Amount
Existing Lender
Is Current Loan Up To Date Or In Arrears?
Purchaser/Proprietor --TrustCompanyIndividual
Borrower Type --TrustCompanyIndividual
If Trust: Provide Details Of Trustee And Beneficiaries
If Company: Provide Details Of Directors And Shareholders
Interest To Be Serviced --MonthlyCapitalised
Ideal Loan Term (Max 12 Months)
Exit Strategy
Employment Type --Self-Employed (SE)PAYG
Length In Business/Role
Industry/Occupation
Income Documents Provided Self-DeclarationAccountant’s Declaration6 Months BAS6 Months Business Bank Statements1 Year Tax Return2 Years Tax ReturnsLast 2 Payslips
Are There Any Defaults? --NoYes
Are There Any Bankruptcies? --NoYes
Has It Been Discharged? --YesNo
When Was It Discharged?
Details On Circumstance And Resolution
Have You Tried Placing This Deal Elsewhere? --NoYes
Property Address
Value
Existing Debt
Lender
Up To Date?
--YesNo
