Fact Find

Disclaimer: Please only fill this out when instructed as this section is for ease of access for existing customers.

Your GOALS

Tell us about your goals. The more we understand, the more we can help.

PURCHASE*

REFINANCE*

Let us know what you would like to achieve from the loan application.*

Are there any important dates you’re working towards?

Your DETAILS

Title*

First name*

Middle name

Last name*

Email*

Mobile*

Date of Birth*

Mother’s maiden name*

Preferred name

Had a previous name? Tell us here:

Current home address*

Is mailing address the same as home address?*

Yes
No

Gender*

Male
Female

Are you a citizen and permanent resident of Australia?*

Yes
No

Martial status*

Dependents

What best describes your current household?

Social Media?

Previous and Current Banking History?

CO - APPLICANTS

Title

First name

Middle name

Last name

Email

Mobile

Date of Birth

Mother’s maiden name

Preferred name

Had a previous name? Tell us here:

Current home address

Is mailing address the same as home address?

Yes
No

Gender

Male
Female

Are you a citizen and permanent resident of Australia?

Yes
No

Martial status

Dependents

What best describes your current household?

Social Media?

Previous and Current Banking History?

Your HOME

Ownership*

Address*

When did you move in?

Month*

Year*

Are you looking to buy a property?*

Yes (continue)
No

What will this property be used for?

Have you found a property you want to buy?

What kind of property?

What Type of property?

What suburb is the property located in?

How much do you expect the property to cost?

ASSETS

Asset Type - Type - Value - Description*

Eg. Motor Vehicle, Savings, Super Annuation, Stocks, Home Contents etc.

LIABILITIES

Liability - Type - Balance - Limit - Repayment - Rate

Eg. Card, Personal Loan, Car Loan, HECS, Afterpay, Latitude

INCOME

APPLICANT

Income category*

Salary & Wages

PAYG

Gross income

Frequency

Employer details

SELF EMPLOYED

Self -employed/Company

Profit before tax

Gross income

Frequency

Employer description

ABN/employer details

CO-APPLICANT

Income category

Salary & Wages

PAYG

Gross income

Frequency

Employer details

SELF EMPLOYED

Self -employed/Company

Profit before tax

Gross income

Frequency

Employer description

ABN/employer details

EXPENSES

Child Care & Support

Child Care
Child Maintenance

Education

Public School Costs
Private School Costs
Higher Education & Vocational Training (excluding HECS/HELP)
Other

Groceries

Groceries
Other

The main house you live in

Electricity & Gas
Council Rates
Water & Sewer
Body Corporate
Home Operation
Home Repairs
Furnishings & Electrical
Other

Insurance

Building Insurance
Contents Insurance
Health Insurance
Income Protection
Life Insurance
Vehicle Insurance
Other

The house you rent out

Electricity & Gas
Council Rates
Water & Sewer
Body Corporate
Repairs & Maintenance
Running Costs
Building Insurance
Other

The other house you live in

Electricity & Gas
Council Rates
Water & Sewer
Body Corporate
Repairs & Maintenance
Running Costs
Building Insurance
Other

Medical

Medical & Health
Natural Therapies
Other

Ongoing Rent

Rent
Board

Personal Care

Clothing & Footwear
Cosmetics
Personal Care

Recreational & Entertainment

Pets
Alcohol / Tobacco
Cinema/Concerts/Memberships
Dining Out
Gym / Sports
Travel & Holidays
Gifts & Miscellaneous • Gambling
Other

Telephone & Internet

Home/Mobile Phone
Internet, Pay TV & Media Streaming
Subscriptions
Other

Transport

Petrol
Registration
Vehicle Maintenance
Public Transport
Taxi/Ride Sharing
Toll/Parking etc.

Other

Regular Donations
Voluntary Super
Other

TOTAL*

Address History

Where have you lived for the past three years?*

Employment History

Where have you worked for the past three years?

CREDIT History

Have you or any co-applicants had any previous credit issues or bankruptcy?*

Yes
No

E.g. Trouble paying back a loan, credit card, monies owing to friends/family etc.

Are you or any co-applicants behind in repaying any current debts or loans?

Yes
No

Have you or any co-applicants been a director in the past 5 years?

Yes
No

NOTES

Unreadable? Load new

* Required field

Your GOALS

Your DETAILS

CO - APPLICANTS

Your HOME

Owner Occupied Properties

Investment Properties

ASSETS

LIABILITIES

INCOME

APPLICANT

Salary & Wages

PAYG

SELF EMPLOYED

CO-APPLICANT

Salary & Wages

PAYG

SELF EMPLOYED

EXPENSES

Address History

Employment History

CREDIT History

Address

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