EmailMe Form - Referrer Fact Find

Office Use Only

Your Details

Please enter the details of the main person we should contact to discuss this loan.

Your Name *

Email *

Phone *

Best time for our Mortgage Broker to call you

eg; anytime, during work hours, after work hours, after 3pm, etc

Date of Birth *

Marital Status *

Current Home Address *

Current Residential Status

Do you have any children still living at home? *

Yes

No

What are the ages of your children?

eg., 5, 7 and 11 years old

Will there be a second applicant? *

Yes

No

Your Employment Details

Current Employment *

Occupation *

Gross Monthly Income *

Your personal income from your employment

Base Minimum Hours Per Week

How long have you been at your current job? *

Previous Employment

Previous Occupation

How long were you at your previous job?

Second Applicant Details

Name of Second Applicant

Date of Birth

Current Employment

Occupation

Gross Monthly Income

Your personal income from your employment

Base Minimum Hours Per Week

How long have you been at your current job? *

Previous Employment

Previous Occupation

How long were you at your previous job?

Other Income Details

Please add anything else you would like to tell us about your household income:

(including any Centrelink, rental properties, investment income or any other income you receive)

Loan Details

Tell us about the loan you want.

Are you a first home buyer? *

Yes

No

What sort of first home are you planning to buy?

Build a new home

A brand new home that no one has lived in before

A property that someone else has lived in before

Other

If your property has not been owned by someone else before (ie., it is brand new or you build it), there is usually a larger First Home Buyers grant.

Why do you want this loan? *

eg; Buy our next home, Renovate our home, Buy land and build, Refinance our home loan and borrow extra for a holiday, Consolidate debts into a single lower rate loan, Refinance to a lower interest rate, etc.

Estimated Loan Amount

Leave blank if you just want us to calculate your maximum borrowing capacity.

Tell us about what you own

(Your assets and savings)

	Estimated Value	Amount Owing	Bank/Lender
Your Home
Investment Properties

	Current Estimated Value
Motor Vehicles
Savings
Shares
Home Contents
Superannuation
Other Assets
Other Assets

Tell us about what you owe

(Your debts)

	Amount Owing	Minimum Repayment Amount	Repayment Frequency (Week/Fortnight or Month)	Bank/Lender
Personal Loans
Car / Vehicle Loans
HECS / HELP
Other Debts
Other Debts

	Total Amount Owing	Total Card Limits
Credit Cards
Store Cards

Please add anything else you would like to tell us. The more we know about you and what you want to achieve the better we can tailor a solution for you!