#1 Let's Get You a Loan - Your FactFind

Let's Get You a Loan - Your FactFind

Section 1 of 14

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Title

Given Name *

Surname *

Email *

APPLICATION TYPE

Individual

Company/Trust

Date

COMPANY/TRUST DETAILS (ONLY REQUIRED IF BORROWING IN COMPANY/TRUST ENTITY)

Company/Trust Name

ABN Number

Registered Address

Business Address (if different)

Full Names of Trustees/Directors

Full Names of Beneficiaries

YOUR REQUIREMENTS & OBJECTIVES

Please state primary reasons for seeking credit or the reasons for a review of an existing contract.

Tell us about the Property you want to BUY or REFINANCE

Security Property Value ($)

Security Property Address/s

Loan amount Required ($)

Term of Loan Required (Years)

Have you received advice from an Accountant, Solicitor or Financial Planner regarding your Financial Objectives?

Yes

If Yes – please provide details below

Do you expect any material changes to your financial situation? (For example – a change in Employment, Income or Expenditure.)

Yes

If Yes, please provide details below

Have you submitted any loan applications in the last 12 months?

Yes

Have you had any Defaults in the last 2 years?

Yes

Have you paid any bills late in the last 12 months?

Yes

Please provide details below if you answered yes to any of the previous 3 questions.