Loan Application / Information Gathering

Fields marked * are required. Applicant 2 is optional.

1. Applicant 1 2. Applicant 2 3. Assets 4. Liabilities 5. Expenses 6. Sign

Applicant 1 — Personal Details

Given Names * Surname * DOB * Gender Marital Status Dependants Ages of Dependants Driver’s Licence # Licence Expiry Licence State Licence Card # Mobile * Email * Home Phone

Applicant 1 — Address

Current Address * Length of Residence Ownership Type Previous Address Previous Residence Length Previous Ownership

Applicant 1 — Employment

Employment Type Employer Name Pay Frequency Employment Duration Employer Address Employer Phone

If less than 3 years, add previous employment.

Previous Employer Previous Employment Duration

Applicant 2 (Optional)

➕ Add a second applicant

Given Names Surname DOB Email Mobile Employment Type Employer Name Employer Phone

Assets

House — Value Furniture Motor Vehicle 1 Motor Vehicle 2 Bank Accounts — Institution Bank Accounts — Total Superannuation Investment Property 1 — Value Investment Property 1 — Monthly Income

Liabilities

Mortgage — Institution Mortgage — Monthly Payment Mortgage — Balance Rent / Boarding — Monthly Payment Personal Loan — Institution Personal Loan — Monthly Payment Personal Loan — Balance Credit Card — Institution Credit Card — Limit

Monthly Expenses

Groceries Transport Medical & Health Education Insurance Other

Declaration & Signatures

Applicant 1 — Signature (type full name) * Applicant 2 — Signature