Client Fact Find

Step 1 of 13

Client Details

Primary applicant information.

Identity

Title

First Name

Middle Name

Last Name

Date of Birth

Gender

Marital Status

No. of Dependants

Dependant Ages

Contact

Email Address

Mobile

Home / Work Phone

Residency

Residency Status

Country of Citizenship

Country of Tax Residency

Tax Identification Number

Co-Applicant

Is there a co-applicant on this application?

Yes — add co-applicant No — single applicant

Step 2 of 13

Co-Applicant

Details for the second applicant.

Relationship to Applicant 1

Identity

Title

First Name

Middle Name

Last Name

Date of Birth

Gender

Marital Status

No. of Dependants

Dependant Ages

Contact

Email Address

Mobile

Home / Work Phone

Residency

Residency Status

Country of Citizenship

Tax Identification Number

Step 3 of 13

Address History

Current and previous addresses — minimum 3 years required by most lenders.

Address 1

Street Address

City / Suburb

State / Province

Postcode

Country

Residential Status

Monthly Rent / Board

$

Date From

Date To

Current Address

Yes No

Co-Applicant Address History

Complete only if the co-applicant has a different residential history — leave blank if addresses are shared with Applicant 1.

Step 4 of 13

Employment & Income

All sources of income for all applicants.

Employment

Employer 1

Employer Name

Employment Type

Job Title

Industry

Start Date

Current Employment

Yes No

End Date (if applicable)

On Probation

Yes No

Business Registration Number

Income Type

Amount

Frequency

Base Salary

$

Overtime

$

Bonuses

$

Commission

$

Allowances

$

Business Gross Income

$

Business Net Income

$

Other Income

Rental income, dividends, government benefits, child support received, pension, or any other regular income.

Step 5 of 13

Property

All real estate currently owned. Include properties with and without mortgages.

If you do not currently own any property, click Continue.

Step 6 of 13

Other Assets

Savings, investments, and retirement funds.

Savings & Deposits

Investments

Retirement Funds

Step 7 of 13

Vehicles

All vehicles owned. Include any outstanding finance.

If you do not own any vehicles, click Continue.

Step 8 of 13

Liabilities

All outstanding debts. Do not include mortgages — these were captured with your properties.

Credit Cards

Personal Loans

Other Liabilities

Student loans, government debt, tax debt, buy now pay later, child support payable, court judgments.

Step 9 of 13

Living Expenses

Monthly household expenditure. Include all applicants.

Monthly Expenses

Groceries & Food

$

Rent / Board

$

Utilities

$

Insurance (all)

$

Transport

$

Education & Childcare

$

Health & Medical

$

Entertainment & Dining

$

Clothing & Personal

$

Subscriptions & Streaming

$

Phone & Internet

$

Child Support Payable

$

Other

$

Total Monthly Expenses $0

Step 10 of 13

Additional Structures

Complete only if relevant. Skip if not applicable.

Guarantor

Is there a guarantor on this application?

Yes No

Trust Structure

Is any asset or liability held in a trust?

Yes No

Company Applicant

Is a company applying for this loan?

Yes No

Company Name

Business Registration Number

Date Incorporated

Industry

Annual Turnover

$

Annual Net Profit

$

Directors

Step 11 of 13

Guarantor

Full details for the guarantor. Complete to the same standard as the primary applicants.

Identity

Title

First Name

Middle Name

Last Name

Date of Birth

Gender

Marital Status

Relationship to Applicant

Contact

Email Address

Mobile

Home / Work Phone

Residency

Residency Status

Country of Citizenship

Tax Identification Number

Address History

Minimum 3 years required.

Employment & Income

Properties

Savings & Accounts

Investments

Retirement / Superannuation

Vehicles

Credit Cards

Personal Loans

Other Liabilities

Guarantee Details

Property Offered as Guarantee

Estimated Property Value

$

Outstanding Mortgage on Guarantee Property

$

Step 12 of 13

Loan Requirement

What are you looking to achieve? Add one entry per loan facility required.

Loan Facility 1

Loan Purpose

Property Type

Property Use

Loan Amount Required

$

Preferred Loan Term

Target Settlement Date

Repayment Type

P&I Interest Only

Rate Preference

Variable Fixed Split

Offset Account

Yes No

Redraw Facility

Yes No

Notes

Step 13 of 13

Declarations & Summary

Please review your financial summary and complete the declarations below.

Assets

Total Assets

$0

Total Liabilities

$0

Net Position

$0

Loan Requested

$0

Income & Serviceability

Annual Income

$0

Monthly Income

$0

Monthly Commitments

$0

Monthly Expenses

$0

Monthly Surplus

$0

LVR

—

Consent & Privacy

Privacy Consent

I consent to my personal information being collected and used to assess this loan application.

Credit Check Consent

I authorise a credit enquiry to be made with a credit reporting agency in connection with this application.

Accuracy Declaration

I declare that the information provided is true and correct to the best of my knowledge.

Marketing Consent (Optional)

I agree to receive relevant product updates and communications.

Notes

Add timestamped notes against this client file. Date and time are editable — backdate to import historical notes in chronological order. All notes submit with the form.