Label & Mint
Name
Phone
Email
1. What is your main goal?
Buy a propertyRefinance
Proposed loan amount ($)
Property use:
To live in (Owner-occupied)To invest (Investment)
Loan type:
House & Land/ConstructionStraight Loan Switch (For a better rate or features)Pre-approval onlyCash Out Refinance
If you choose Refinance with cash-out – Purpose of funds
(e.g. debt consolidation, home renovation, future investment…)
Marital status
SingleMarriedDivorcedDe facto
No. of dependants
Age of dependants
Education of dependants
PublicPrivate
Residential status
RentingOwnedBoarding
Current address
Move-in date (MM/YY)
If you have lived here for less than 3 years, please provide previous address:
Previous address
Period of stay (MM/YY – MM/YY)
Employment type
PAYG EmployedSelf-employed
Current employer
Start date (MM/YY)
Annual income ($)
Salary credit bank
If employed for less than 3 years, provide previous employer details:
Previous employer
Period (MM/YY – MM/YY)
Industry type (e.g. construction, retail)
Business start date (MM/YY)
Main business bank
(If there are more properties, we will collect the details later.)
Property 1 – Address
Estimated value ($)
Rental income ($)
Current lender
Current loan limit ($)
Property 2 – Address
Property 3 – Address
Property 4 – Address
Savings – total value ($)
Savings – bank
Superannuation – total value ($)
Superannuation – institution
Motor vehicle – estimated value ($)
Motor vehicle – model/year
Other assets – estimated value ($)
Other assets – description
Lender
Monthly repayment ($)
Remaining balance ($)
Please confirm:
I have included all commitments and other liabilities.
Anything else you’d like to tell us?
