Personal Information
Name
Postal Address
Work Phone
Preferred
Home Phone
Preferred
Mobile Phone
Preferred
Email
Preferred
General Questions
How did you hear about Prosolution Private Clients?
Select
Existing client
Referral (please specify who referred
you)
Internet search - Google
Internet search - other
ADA News Bulletin
Australian Property Investment (API) magazine
Direct mail letter
propertyinvesting.com
Professional body magazine (please specify below)
Other (please specify)
Other (please specify)
What is the purpose of your enquiry?
Select
I
want to purchase an owner-occupy property
I
want to purchase an investment property
I
want to know if there is a better deal for me
I
want some information about my borrowing capacity
Other (please provide details at end
of form)
When will you need this finance?
Select
As soon as possible
Within 3 months (I am actively looking for property)
3 to 9 months
In 9 or more months
How much do you want to borrow?
Property (Security) 1 Details
Status
Property Status...
Currently own (existing)
Proposed purchase
To be sold
Other
Type
Select Property Type...
House
Unit
Villa
Apartment
Vacant land
Other
Estimated value
Location
Rental income (p/w)
For existing properties
Existing mortgage amount
Interest rate
Existing mortgage amount
Fixed/Variable?
Fixed
Variable
Lender
Property (Security) 2 Details
Status
Property Status...
Currently own (existing)
Proposed purchase
To be sold
Other
Type
Select Property Type...
House
Unit
Villa
Apartment
Vacant land
Other
Estimated value
Location
Rental income (p/w)
For existing properties
Existing mortgage amount
Interest rate
Existing mortgage amount
Fixed/Variable?
Fixed
Variable
Lender
Property (Security) 3 Details
Status
Property Status...
Currently own (existing)
Proposed purchase
To be sold
Other
Type
Select Property Type...
House
Unit
Villa
Apartment
Vacant land
Other
Estimated value
Location
Rental income (p/w)
For existing properties
Existing mortgage amount
Interest rate
Existing mortgage amount
Fixed/Variable?
Fixed
Variable
Lender
More than 3 properties?
We need the details of all properties
that you own. Therefore, if you own more than three properties
please provide all the details. You can use this additional
form that you can email to us.
Have the applicant/s had any credit problems/defaults in the past?
Select
No
Yes (provide details at end of form)
Income & Expense Information
Applicant 1
What is your income, occupation and how long have you been in your current role?
Salary
Frequency
Select frequency
Gross p.a.
Gross p/fortnight
Gross p/week
Net p.a.
Net p/fortnight
Net p/week
Occupation
Select occupation
Doctor - private
Doctor - public
Doctor - private
& public
Dentist (own private practice)
Dentist (Commission only)
Dentist (Employee)
Dental hygienists
Pharmacists
Surgeon
Accountant - Partner
Acountant - Senior
Mgr / Mgr
Accounatnt - Staff
Lawyer - Partner
Lawyer - Senior
Associate
Lawyer - Associate
Lawyer - Other
Senior Executive (CEO,
MD)
Senior Manager (large corporate)
Other (pease specify below)
Other (please specify)
Time in current position
Applicant 2
What is your income, occupation and how long have you been in your current role?
Salary
Frequency
Select frequency
Gross p.a.
Gross p/fortnight
Gross p/week
Net p.a.
Net p/fortnight
Net p/week
Occupation
Select occupation
Doctor - private
Doctor - public
Doctor - private
& public
Dentist (own private practice)
Dentist (Commission only)
Dentist (Employee)
Dental hygienists
Pharmacists
Surgeon
Accountant - Partner
Acountant - Senior
Mgr / Mgr
Accounatnt - Staff
Lawyer - Partner
Lawyer - Senior
Associate
Lawyer - Associate
Lawyer - Other
Senior Executive (CEO,
MD)
Senior Manager (large corporate)
Other (pease specify below)
Other (please specify)
Time in current position
Do you have any other income?
(Other than rental income listed above.)
Are you a member of a professional association?
Some lenders offer members of professional associations special rates.
Select here...
No membership
ICAA or CPA
Law Institute
AMA
ADA
ANZCA
RANZCOG
RANZCR
Other (please specify)
Other (please specify)
Please specify any other financial commitments you have.
(E.g. minimum loan repayments for loans that will not be consolidated, personal rental expense that will continue after the loan, personal loans)
#1
Amount (per month)
Type
Select..
Rental expense
to continue
Car Loan
Investment Loan
Personal Loan
Child Maintenance
Other
#2
Amount (per month)
Type
Select..
Rental expense
to continue
Car Loan
Investment Loan
Personal Loan
Child Maintenance
Other
#3
Amount (per month)
Type
Select..
Rental expense
to continue
Car Loan
Investment Loan
Personal Loan
Child Maintenance
Other
How many dependants do you have under the age of 18?
Select
None
1
2
3
4
5
What is the total of all your credit card limits?
Risk Insurance
Do you have income protection insurance?
Select
Yes
No
Do you have life insurance?
Select
Yes
No
When did you last review your insurance cover?
Deposit - Purchases Only
Do you qualify for the First Home Owner's Grant?
If you are unsure, please review
Select
Yes
No
N/A - this is an investment property
How much deposit do you have? Where have these saving come from?
#1
Amount
Type
Select..
Saving
held for more than 6 months
Saving
held for less than 6 months
Proceeds from
the sales of property
Proceeds
from the sales of investments (shares, etc.)
Non repayable gift
Other
#2
Amount
Type
Select..
Saving
held for more than 6 months
Saving
held for less than 6 months
Proceeds from
the sales of property
Proceeds
from the sales of investments (shares, etc.)
Non repayable gift
Other
#3
Amount
Type
Select..
Saving
held for more than 6 months
Saving
held for less than 6 months
Proceeds from
the sales of property
Proceeds
from the sales of investments (shares, etc.)
Non repayable gift
Other
Lender / Product References
Are there any lenders you don't want to deal with?
Select
Yes
No
Details
How would you like to repay the loan?
Select
Principal
Interest (Normal repayments)
Interest only
Would you like a fixed rate or variable?
Select
Variable
Fixed
Both (split loan)
If fixed or split please note term/details
Who do you currently use for the majority of your banking needs (please name financial institution/s)?
What is most important to you?
Most Important
Select...
Lowest overall cost (inc. rate
& fees)
Banking network (i.e. branches,
ATMs)
Line of credit
Offset account
Well known lender
Other (please specify
below)
Second Most Important
Select...
Lowest overall cost (inc. rate
& fees)
Banking network (i.e. branches,
ATMs)
Line of credit
Offset account
Well known lender
Other (please specify
below)
Third Most Important
Select...
Lowest overall cost (inc. rate
& fees)
Banking network (i.e. branches,
ATMs)
Line of credit
Offset account
Well known lender
Other (please specify
below)
If we are able to fulfil the important factors above, are there any reasons why you would not use our service? If so, what are your concerns?
Select
No
Yes, I have some concerns (please specify)
Details
Have you contacted any other lenders or mortgage brokers?
Select
No
Yes (please provide details)
Details
Questions / Comments
Please specify details for any items requested and include any additional comments or questions here.
Our fee if we provide you with debt advice and you do not take out a loan via us
We do not charge clients fees as long as they settle a loan with us. Instead, we receive a commission
from the relevant lender we deal with. However, in the event that you do not settle a loan via us
AND we provide you with a Loan Solution Report, we will charge you a professional fee of $350 (+
GST) for the provision of debt advice. This fee should be tax deductible if you have existing
investment loans. This fee is charged if we have not lodged a loan application within 30 days (or
settled within 90 days if the application is a pre-approval) from providing your Loan Solution Report.
We confirm that if we do charge you a fee and you settle a loan through us within 12 months, we
will refund any professional fees in full on settlement of your loan. Please complete your credit card
details below.
Click here for more details on what our debt advice will cover.
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