Loan Prep Tool

About your loan

We need this information to research better loans for you

What kind of loan do you have or want?*

Home loan
Car or equipment finance
Business finance

How much would you like to borrow? (use numbers only)

What kind of property would you like to fund?

What is the intention of the loan?

What type of interest do you want to pay?

Variable interest
Fixed interest
Combination of fixed and variable

How many years will the loan be for? (1-30 years)

Please enter a number from 1 to 30.

What is your payment preference type?

Interest only
Principal and interest

Do you have a bank or financial institution you'd prefer to use? If so, please name them:

Are you a First Home Buyer?

Yes
No

Do you have 5% genuine savings?

Yes
No

Do you have a family member will to go guarantor?

Yes
No

How much would you like to borrow? (use numbers only)

What type of equipment did you want to buy?

What type of finance is required?

Please describe what you want to purchase (as much information as possible):

Is this purchase predominantly for business use?

Yes
No

What is the preferred loan term?

Do you want a balloon or residual payment at the end?

Yes
No
Don't know

At the end of the loan term, will you want to:

Keep the purchase?
Trade in or upgrade?

How much would you like to borrow? (use numbers only)

What is the purpose of this money?

What do you have to secure this loan?

Who do you currently bank with?

What is your contribution to this venture?

Please give an outline of this new venture:

How many applicants are there?

1 (one)
2 (two)

Applicant One

Here we ask about your income. This will help in assessing which banks are able to offer finance based on their criteria. Please include as much information as you can. If you're uncomfortable including income details over the internet, we'll call you to get that information.

Borrower type

Individual
Company
Trust

Date of birth or start date

Are you an Australian resident?

Yes
No

What is your gross base income? (use numbers only)

And this is paid:

Please describe any other income you receive and its frequency:

What is your source of income?

What is your employment type?

Have you had the same employer over the last 2 years?

Yes
No

Have you experienced any credit problems in the last 7 years?

Yes
No

Please provide details of your credit problems:

Applicant Two

Here we ask about the income of the second applicant. This will help in assessing which banks are able to offer finance based on their criteria. Please include as much information as you can. If you're uncomfortable including income details over the internet, we'll call you to get that information.

Borrower type

Individual
Company
Trust

Date of birth or start date

Are you an Australian resident?

Yes
No

What is your gross base income? (use numbers only)

And that is paid:

Please describe any other income you receive and its frequency:

What is your source of income?

What is your employment type?

Have you had the same employer over the last 2 years?

Yes
No

Have you experienced any credit problems in the last 7 years?

Yes
No

Please provide details of your credit problems:

Household Expenses

What is your total credit card limit?

If you have more than one card, add the limits together.

Do you have any of the following existing commitments? Please tick all that apply.

Car loan
Personal loan
Home loan
Child support
Other

Please include details of your existing commitments. Include what kind of commitment it is, how much you pay, and how frequently you pay it. For loans, include how much is still owing.

Have you missed any payments is the last 6 months for any of the above existing debts or commitments?

Yes
No

How many child dependants do you have?

How many adult dependants do you have?

Please provide any additional information that may be important to describe your situation:

Your contact information

Your name*

First Last

Your address*

Street Address City State / Province / Region ZIP / Postal Code Country

Your email address*

We send you a copy of this form for your records

Your best contact phone number*

Alternate phone number (include whether it's a home or work number)

When we contact you, would you prefer to be:*

Emailed?
Called?

When is a good time/date to call you? Please include times and days.

If you have any questions, please ask below:

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