Skip to content
Our Team
Broker Penrith
Broker South West
Broker Hills
Broker Perth
Services
Refinancing
Home Buying
Personal Loans
Home Equity Loans
Mortgage Management
Calculators
Quick Assess Borrowing Calculator
Borrowing Capacity
Mortgage Loan Repayments
Loan Comparison Calculator
Blog
Contact
Menu
Our Team
Broker Penrith
Broker South West
Broker Hills
Broker Perth
Services
Refinancing
Home Buying
Personal Loans
Home Equity Loans
Mortgage Management
Calculators
Quick Assess Borrowing Calculator
Borrowing Capacity
Mortgage Loan Repayments
Loan Comparison Calculator
Blog
Contact
Our Team
Services
Refinancing
Home Buying
Personal Loans
Home Equity Loans
Mortgage Management
Calculators
Borrowing Power
Mortgage Loan Repayments
Loan Comparison Calculator
Blog
Contact
Book Appointment
Menu
Our Team
Services
Refinancing
Home Buying
Personal Loans
Home Equity Loans
Mortgage Management
Calculators
Borrowing Power
Mortgage Loan Repayments
Loan Comparison Calculator
Blog
Contact
Book Appointment
02 4733 1152
Chat
Book Appointment
"
*
" indicates required fields
Step
1
of
27
3%
Preliminary Assessment Form
Please complete the following form, then one of our brokers will contact you to discuss your options and how we can help you.
Refinance or Purchase?
Refinance
Purchase
Current loan balance Amount
Current property value amount
Why are you refinancing?
I want a better rate
I want to consolidate my debts
I want to reduce my monthly payments
What is the purchase price?
How much deposit do you have?
Are you obtaining any assistance from family members?
No
Yes
Family Assistance Type - 2
Option 1
Family Pledge
Gift of Cash
Family Assistance Amount - 1
Add Another Family Assistance
Add Another
Family Assistance Type - 1
Option 2
Family Pledge
Gift of Cash
Family Assistance Amount - 1
How soon are you wanting to buy?
Just Exploring
Next 6 Months
Actively Looking Now
Are you a first home buyer?
Yes
No
What type of home are you looking for?
Brand new completed home
An older established home
Land and construction
Just buying land
What loan options do you require?
Redraw
Offset
Fixed
Variable
Online banking
How soon do you want to submit an application?
I'm ready now
Just checking my borrowing capacity first
How is your credit history?
Excellent
Fair - I've had some late payments
Not so good - I have one or more defaults
What type of employment?
I work full time PAYG
I work part-time/casual
I am self employed
I am retired
I am on government benefits
Applicant 1
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Do you have another applicant?
Do you have another applicant?
Yes
No
Applicant 2
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Do you have another applicant?
Do you have another applicant?
Yes
No
Applicant 3
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Do you have another applicant?
Do you have another applicant?
Yes
No
Applicant 4
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Applicant 1
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Applicant 2
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Applicant 3
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Applicant 4
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Loans or Credit Cards?
Loan or Credit Card
Tell us about your household expense costs per month
Choose what is applicable from the drop down
Household
Total Expense
Price:
$ 0.00
Total Expenses ($)
Total Expenses ($)
Do you have any assets?
Do you have any assets?
Yes
No
Property
Property
Motor Vehicle
Motor Vehicle
Other
Other Assets
Please enter your contact details below
Full Name
*
Email Address
*
Phone Number
*
Comments
This field is for validation purposes and should be left unchanged.
Loan Form
"
*
" indicates required fields
Step
1
of
27
3%
Preliminary Assessment Form
Please complete the following form, then one of our brokers will contact you to discuss your options and how we can help you.
Refinance or Purchase?
Refinance
Purchase
Current loan balance Amount
Current property value amount
Why are you refinancing?
I want a better rate
I want to consolidate my debts
I want to reduce my monthly payments
What is the purchase price?
How much deposit do you have?
Are you obtaining any assistance from family members?
No
Yes
Family Assistance Type - 2
Option 1
Family Pledge
Gift of Cash
Family Assistance Amount - 1
Add Another Family Assistance
Add Another
Family Assistance Type - 1
Option 2
Family Pledge
Gift of Cash
Family Assistance Amount - 1
How soon are you wanting to buy?
Just Exploring
Next 6 Months
Actively Looking Now
Are you a first home buyer?
Yes
No
What type of home are you looking for?
Brand new completed home
An older established home
Land and construction
Just buying land
What loan options do you require?
Redraw
Offset
Fixed
Variable
Online banking
How soon do you want to submit an application?
I'm ready now
Just checking my borrowing capacity first
How is your credit history?
Excellent
Fair - I've had some late payments
Not so good - I have one or more defaults
What type of employment?
I work full time PAYG
I work part-time/casual
I am self employed
I am retired
I am on government benefits
Applicant 1
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Do you have another applicant?
Do you have another applicant?
Yes
No
Applicant 2
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Do you have another applicant?
Do you have another applicant?
Yes
No
Applicant 3
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Do you have another applicant?
Do you have another applicant?
Yes
No
Applicant 4
First Name
Surname
Address
Email
DOB
DOB
Day
Month
Year
Applicant 1
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Applicant 2
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Applicant 3
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Applicant 4
Gross Income (before tax)
Gross Income (before tax)
Weekly
Fortnightly
Yearly
Amount
Other income
Other income
Bonuses
Overtime
Other
Amount
Family Allowance
Family Allowance
Fortnightly
Yearly
Amount
Loans or Credit Cards?
Loan or Credit Card
Tell us about your household expense costs per month
Choose what is applicable from the drop down
Household
Total Expense
Price:
$ 0.00
Total Expenses ($)
Total Expenses ($)
Do you have any assets?
Do you have any assets?
Yes
No
Property
Property
Motor Vehicle
Motor Vehicle
Other
Other Assets
Please enter your contact details below
Full Name
*
Email Address
*
Phone Number
*
Phone
This field is for validation purposes and should be left unchanged.
