Client Fact Find
Loan Purpose
Tell us about the financing you're seeking.
Purpose
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Co-Applicant
Personal Details
Applicant 1
Identity
Contact
Government ID
Co-Applicant Details
Applicant 2
Identity
Contact
Address History
Current and previous residential addresses.
Current Address
Previous Addresses
Employment
Applicant 1 — current and previous employment.
Employment Type
Current Employer
Business Details
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Co-Applicant Employment
Applicant 2 — employment details.
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Income
All income sources for all applicants.
Applicant 1 — Primary Income
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Other Income Sources
Rental Income
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Government & Other Benefits
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Assets & Possessions
Estimated market values.
Personal Possessions
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Properties
Real estate owned — up to 5 properties.
Property 1
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Savings & Bank Accounts
All accounts held — up to 5.
Account 1
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Motor Vehicles
Vehicles owned — up to 4.
Vehicle 1
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Liabilities
Credit cards, loans, and other debts.
Credit Cards — up to 3
Credit Card 1
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Other Loans — up to 3
Loan 1
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Government / Agency Debt
Living Expenses
Estimated monthly household expenses.
Housing
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Household
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Transport & Children
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Lifestyle
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Declarations & Consent
Please read and confirm each declaration.
Financial Position
How did you hear about us?
Consent & Declaration
Your information is collected and used in accordance with applicable privacy legislation. This form is intended for use by authorised representatives only.
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