Fact Find – rejoicemortgage.com.au

Fact Find for Initial Loan Assessment

Page 1 of 5

Applicant 1 - Personal Details

Name*

First

Last

Email address*

Marital Status

Your Age

Phone*

Age of Any Dependents

Residential Status (Citizen or PR)

3 Year Home Address History

Current Address

Date Moved In

Previous Address Only if > 3 Years

3 Year Employment History (Applicant 1)

Current Employer/Business

Date Started

Employment Status

Occupation

Current Work Address

Manager's Full Name and Contact No.

Previous Employer (If < 3 Years)

Estimated Annual Income

Date Started

Previous Work Address

Applicant 1 - Drivers License, Passport, VISA(if not citizen) and 2 Recent Paylsips

Applicant 2 - Personal Details

Name

First

Last

Email address

Marital Status

Your Age

Phone

Age of Any Dependents

Residential Status (Citizen or PR)

3 Year Employment History (Applicant 2)

Current Employer/Business

Date Started

Employment Status

Occupation

Current Work Address

Manager's Full Name and Contact No.

Previous Employer (If < 3 Years)

Estimated Annual Income

Date Started

Previous Work Address

Applicant 2 - Drivers License, Passport, VISA(if not citizen) and 2 Recent Paylsips

Assets

Home Value

Investment Property 1 (Value)

Investment Property 2 (Value)

Investment Property 3 (Value)

Savings & Bank

Car Details

Value

Applicant 1

Supper

Applicant 1

Address

Deposit Paid / Other

Car Model & Year

Model & Year

Applicant 2

Supper

Applicant 2

Liabilities (Amount Owing)

Mortgage - Home

Amount

Mortgage - Investment 1

Amount

Mortgage - Investment 2

Amount

Mortgage - Investment 3

Amount

Credit Card 1

Limit

Credit Card 2

Amount

Credit Card 3

Limit

Car Loand / Personal Loan 1

Amount

Car Loand / Personal Loan 2

Amount

Business Loan/Lease/HECS

Amount

Bank

Bank / Other

Bank

Bank / Other

Bank

Bank / Other

Lender

Other Details

Have you ever had credit issues?*

Yes

Unsure

When was the approximate lat time you applied for Credit?

Approximate Private health Insurance

Are you the director of a company or have a GST-registered ABN?

Approximate monthly child care expenses

Additional Comments

Anything that you want us to cover in the meeting?

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Fact Find for Initial Loan Assessment

Applicant 1 - Personal Details

3 Year Home Address History

3 Year Employment History (Applicant 1)

Applicant 2 - Personal Details

3 Year Employment History (Applicant 2)

Assets

Liabilities (Amount Owing)

Other Details

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