Client Enquiry Form

Your Lending Manager

Applicant 1

Applicant 2

Title

First Name

Middle Name

Family Name

Mobile number

Marriage Status

No. of Dependents

Age of Dependents

Current Residential Address

Residential Status

Unencumbered With parents Mortgage Rent

Move in since

FINANCIAL POSITIONS ASSETS

Bank (Savings)

Amount ($)

Applicant 1 (%)

Applicant 2 (%)

Superannuation

Amount ($)

Applicant 1 (%)

Applicant 2 (%)

Other Assets (Shares, Cars. etc.)

Amount ($)

Applicant 1 (%)

Applicant 2 (%)

LIABILITIES

Credit cards Institution (All active cards)

Limit ($)

Applicant 1 (%)

Applicant 2 (%)

Other loans

Month Repayment ($)

Balance ($)

Limit ($)

Applicant 1 (%)

Applicant 2 (%)

Hecs/Help Repayment ($)

Current Balance ($)

Applicant 1 (%)

Applicant 2 (%)

NEW PURCHASE/REFINANCE PROPERTY DETAILS

Property Address

Purchase Price ($)/Market Value

Loan Amount ($)

Valuation Contact

EXISTING PROPERTY DETAILS

Property Address

Market Value ($)

Lender

Loan Amount ($)

Rental Income ($)

Property Address

Market Value ($)

Lender

Loan Amount ($)

Rental Income ($)

Property Address

Market Value ($)

Lender

Loan Amount ($)

Rental Income ($)

CLIENT ENQUIRY FORM

EMPLOYMENT AND INCOME

Previous Employment (if current < 3 years)

FINANCIAL POSITIONS ASSETS

LIABILITIES

NEW PURCHASE/REFINANCE PROPERTY DETAILS

EXISTING PROPERTY DETAILS

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SERVICES

CALCULATORS

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