Applicant Details

Client Fact Find Form

Applicant 1

Personal Details

Permanent Resident?

YesNo

First Home Buyer?

YesNo

First Name

Last Name

Contact Number

Email Address

Drivers Licence No

State Issued

Expiry Date

Marital Status

SingleMarriedDe FactoOther

Age of Dependents

Address Details

Current Address

Street address

City

State

Postcode

Date Moved In (Month/Year)

Previous Address (3 years history required)

Street address

City

State

Postcode

Date Moved In (Month/Year)

Previous Address

Street address

City

State

Postcode

Date Moved In (Month/Year)

Current Employment

Type of Employment

PAYGSelf-employed

Status

Full TimePart TimeCasualContract

Position

Gross Salary

Employer Company Name

Employer Contact Name

Employer Contact Number

Employer Address

Street address

City

State

Postcode

Previous Employment (if less than 3 years with current employer)

Type of Employment

PAYGSelf-employed

Status

Full TimePart TimeCasualContract

Position

Gross Salary

Employer Company Name

Employer Contact Name

Employer Contact Number

Employer Address

Street address

City

State

Postcode

Other Income

Other Income Source

Annual Amount

Add another applicant?

YesNo

Applicant 2

Personal Details

First Home Buyer?

YesNo

Permanent Resident?

YesNo

First Name

Last Name

Contact Number

Email Address

Drivers Licence No

State Issued

Expiry Date

Marital Status

SingleMarriedDe FactoOther

Age of Dependents

Address Details

Current Address

Street address

City

State

Postcode

Date Moved In (Month/Year)

Previous Address (3 years history required)

Street address

City

State

Postcode

Date Moved In (Month/Year)

Current Employment

Type of Employment

PAYGSelf-employed

Status

Full TimePart TimeCasualContract

Position

Gross Salary

Employer Company Name

Employer Contact Name

Employer Contact Number

Employer Address

Street address

City

State

Postcode

Previous Employment (if less than 3 years with current employer)

Type of Employment

PAYGSelf-employed

Status

Full TimePart TimeCasualContract

Position

Gross Salary

Employer Company Name

Employer Contact Name

Employer Contact Number

Employer Address

Street address

City

State

Postcode

Other Income

Other Income Source

Annual Amount

Current Assets

Property Address

Property Value

Ownership

Applicant 1Applicant 2

Vehicle Make/Model/Year

Vehicle Value

Ownership

Applicant 1Applicant 2

Savings Account Name/Financial Institution

Savings Value

Ownership

Applicant 1Applicant 2

Superannuation Fund

Super Value

Ownership

Applicant 1Applicant 2

Other Assets

Asset Value

Ownership

Applicant 1Applicant 2

Current Liabilities

Mortgage Description

Owing

Repayments Weekly/Fort/Monthly

Ownership

App 1App 2

Loan Type

Owing

Repayments Weekly/Fort/Monthly

Ownership

App 1App 2

Credit Card Type

Limit

Owing

Ownership

App 1App 2

Upload Documents

Upload Supporting Documents

Please upload the following documentation for each applicant:

Current consecutive payslips x 2
Notice of Assessments for last 2 years
Tax Returns for last 2 years

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