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Home
About
About Us
Team
Services
Resources
Blog
Newsletters
Calculators
Bank Statements
Credit Check
Data Capture Sheet
FAQs
Contact
(08) 6241 4895
Fact Find & Needs Analysis
Personal Details
Applicant 1
Applicant 2
Applying as
Option Apply
*
Borrower
Guarantor
Option Apply
Borrower
Guarantor
Title
Title
Mr
Mrs
Ms
Other (specify)
Other (specify)
Title
Mr
Mrs
Ms
Other (specify)
Other (specify)
First Name
First Name
*
First Name
Middle Name(s)
Middle Name
*
Middle Name
Family Name
Family Name
*
Family Name
Preferred Name (if different to above)
Preferred Name
*
Preferred Name
Date of Birth
Date of Birth
*
Date of Birth
Marital Status
Marital Status
*
Single
Married
De Facto
Other
Marital Status
Single
Married
De Facto
Other
Dependents (number & age of each)
Number
*
Age(s)
*
Number
Age(s)
Drivers License
Number
*
Issuing State
*
Number
Issuing State
Issue date
*
Expiry date
*
Issue date
Expiry date
Mother’s Maiden Name
Mother’s Maiden Name
*
Mother’s Maiden Name
Residency
Permanent Australian Resident
*
Yes
No
Permanent Australian Resident
Yes
No
Status
*
Citizen
Resident
Non-resident
Status
Citizen
Resident
Non-resident
Country of Residency
*
Country of Residency
Home Phone Number
Phone
Phone
Mobile Number
Phone
*
Phone
Email Address
Email
*
Email
Current Residential Details
Street Address
*
Street Address
Suburb
*
Suburb
State
*
Postcode
*
State
Postcode
Date moved in
*
Date Moved in
Status
*
Own
Rent
Other (Specify)
Other (Specify)
Status
Own
Rent
Other (Specify)
Other (Specify)
Previous Address (if within last 2 yrs)
Street Address
Street Address
Suburb
Suburb
State
Postcode
State
Postcode
Date moved in
Date moved in
Status
Own
Rent
Other (specify)
Other (specify)
Status
Own
Rent
Other (specify)
Other (specify)
Other Notes
Notes
Notes
Employment Details
Applicant 1
Applicant 2
CURRENT-Primary
Types & Status
Type and Status
*
PAYG
S/Emply
Unemply
Full Time
Part Time
Casual
Contract
Type and Status
PAYG
S/Emply
Unemply
Full Time
Part Time
Casual
Contract
Occupation
Occupation
*
Occupation
Employer Name
Employer Name
*
Employer Name
Date Commenced
Date
Date
Probation Period
Probation
No
If yes - end date
If yes - end date
Probation
No
If yes - end date
If yes - end date
CURRENT-Secondary/Other
Types & Status
Radio Buttons
PAYG
S/Emply
Unemply
Full Time
Part Time
Casual
Contract
Radio Buttons
PAYG
S/Emply
Unemply
Full Time
Part Time
Casual
Contract
Occupation
Occupation
Occupation
Employer Name
Employer Name
Employer Name
Probation Period
Probation period
Yes
If yes - end date
Probation period
Yes
If yes - end date
PREVIOUS - if within last two years
Types & Status
Radio Buttons
PAYG
S/Emply
Unemply
Full Time
Part Time
Casual
Contract
Radio Buttons
PAYG
S/Emply
Unemply
Full Time
Part Time
Casual
Contract
Occupation
Occupation
Occupation
Employer Name
Employer Name
Employer Name
Period Employed (dd/mm/yy)
From
To
From
To
FINANCIAL POSITION - Monthly Income Expenses
Net Income
Current ($)
Expenses
Current ($)
Primary Employment
Credit Commitments
Applicant 1:
Primary Employment- Applicant 1: Current ($)
*
Existing mortgage - Primary residence
Existing mortgage - Primary residence Current ($)
*
Applicant 2:
Primary Employment- Applicant 2: Current ($)
Secondary Employment
Existing mortgage(s) - Investment - total repayments
Existing mortgage(s) - Investment - total repayments Current ($)
Applicant 1:
Secondary Employment- Applicant 1: Current ($)
*
Applicant 2:
Secondary Employment- Applicant 2: Current ($)
Total Buy Now Pay Later – Afterpay etc
Total Buy Now Pay Later – Afterpay etc Current ($)
Government Benefits (Centrelink/DVA)
Government Benefits Current ($)
*
Credit Card(s) at 3% of limit
Credit Card(s) at 3% of limit Current ($)
*
Investment - Property
Store Card(s) & ‘buy now pay later’ plans
Store Card(s) & ‘buy now pay later’ plans Current ($)
*
Existing - total rent received
Existing - total rent received Current ($)
*
Personal Loan(s)
Personal Loan(s) Current ($)
*
Proposed - total rent to be received
Proposed - total rent to be received Current ($)
*
Vehicle Finance
Vehicle Finance Current ($)
*
Investments - Other
(e.g. cash, shares, managed funds)
Investments - Other Current ($)
*
Other e.g. ATO repayment plans, family loans
Other e.g. ATO repayment plans, family loans Current ($)
*
Overseas Sources - convert to AUD
Overseas Sources - convert to AUD Current ($)
*
Living Expenses
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