Loan Prep Tool Use the form below to help you get together the information you need to apply for a loan. About your loanWe need this information to research better loans for youWhat kind of loan do you have or want?*Home loanCar or equipment financeBusiness financeHow much would you like to borrow? (use numbers only)What kind of property would you like to fund?Principal residence (your home)Investment propertySecondary propertyWhat is the intention of the loan?New purchase (house)New purchase (land)RefinanceRefinance + additional fundsDebt consolidationConstructionWhat type of interest do you want to pay?Variable interestFixed interestCombination of fixed and variableHow 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 onlyPrincipal and interestDo you have a bank or financial institution you'd prefer to use? If so, please name them:Are you a First Home Buyer?YesNoDo you have 5% genuine savings?YesNoDo you have a family member will to go guarantor?YesNoHow much would you like to borrow? (use numbers only)What type of equipment did you want to buy?Passenger carLight commercial vehicleHeavy trucks and trailersPlant equipmentOtherWhat type of finance is required?Commercial hire purchaseChattel mortgageNovated leasePersonal leaseDon't knowPlease describe what you want to purchase (as much information as possible):Is this purchase predominantly for business use?YesNoWhat is the preferred loan term?1 year2 years3 years4 years5 yearsDo you want a balloon or residual payment at the end?YesNoDon't knowAt 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?Start a businessPurchase an existing businessPurchase business premisesDebtor financeWhat do you have to secure this loan?Residential propertyTrading historyCommercial propertyOtherDon't knowWho 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 OneHere 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 typeIndividualCompanyTrustDate of birth or start date DD MM YYYY Are you an Australian resident?YesNoWhat is your gross base income? (use numbers only)And this is paid:WeeklyFortnightlyMonthlyAnnuallyPlease describe any other income you receive and its frequency:What is your source of income?EmployeeSelf-employedPensionInvestorOtherWhat is your employment type?Full timePart timeCasualContractHave you had the same employer over the last 2 years?YesNoHave you experienced any credit problems in the last 7 years?YesNoPlease provide details of your credit problems:Applicant TwoHere 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 typeIndividualCompanyTrustDate of birth or start date DD MM YYYY Are you an Australian resident?YesNoWhat is your gross base income? (use numbers only)And that is paid:WeeklyFortnightlyMonthlyAnnuallyPlease describe any other income you receive and its frequency:What is your source of income?EmployeeSelf-employedPensionInvestorOtherWhat is your employment type?Full timePart timeCasualContractHave you had the same employer over the last 2 years?YesNoHave you experienced any credit problems in the last 7 years?YesNoPlease provide details of your credit problems:Household ExpensesWhat 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?YesNoHow many child dependants do you have?None1234 or moreHow many adult dependants do you have?None1234 or morePlease provide any additional information that may be important to describe your situation:Your contact informationYour name* First Last Your address* Street Address City State / Province / Region ZIP / Postal Code Your email address* We send you a copy of this form for your recordsYour 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:New loan and finance products come up all the time. Please tick the box below to receive updates about these products. 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