MORTGAGE 

SINGLE

 

The purpose of this form is to gather the necessary information required by banks to submit a loan application!

 

If a Couple – click button:

Couple Applicant

 

SECTION 1

Thumbs Up when successfully SUBMITTED

 

PERSONAL DETAILS

 

 

 

 

DOB

 

 

 

 

Buying House & Land package; Construction Loan; Commercial Property; Buying with another Couple, etc.

 

 

 

SECTION 2

 

EMPLOYMENT DETAILS

EMPLOYMENT:

 

 

Previous EMPLOYER:

 

 

 

Company / Trust / SMSF:

 

 

 

 

Appointor is the person who has the power to appoint and remove the "Trustees".

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION 3

 

PROPERTY Address & Ownership:

 

PROPERTY AMOUNTS:

Actual Purchase Price or what you are prepared to Spend.
$
$
$

 

Loan Setup:

$

A variable rate loan has an interest rate that adjusts over time in response to changes in the market.

 

Interest Only in Advance home loan, you are able to pre-pay the following years interest, allowing you to claim it as a tax deduction for the current tax period. (1 Year Fixed Rate)

 

 

 

$

A variable rate loan has an interest rate that adjusts over time in response to changes in the market.

 

Interest Only in Advance home loan, you are able to pre-pay the following years interest, allowing you to claim it as a tax deduction for the current tax period. (1 Year Fixed Rate)

 

 

FEATURES:

 

 

 

 

 

 

 

SECTION 4

 

OWNER, VALUE, LENDER:

$

 

Loan Details 1:

$

 

Loan Details 2:

$

 

 

Loan Review and Setup:

 

LOAN SETUP:

$

A variable rate loan has an interest rate that adjusts over time in response to changes in the market.

 

 

 

$

A variable rate loan has an interest rate that adjusts over time in response to changes in the market.

 

 

 

 

SECTION 5

 

 

INVESTMENT PROPERTY 1 Details:

 

 

$
$
$

LOAN PROPERTY 1:

$

 

 

INVESTMENT PROPERTY 2:

 

 

$
$
$

LOAN PROPERTY 2:

$

 

 

INVESTMENT PROPERTY 3:

 

 

$
$
$

LOAN PROPERTY 3:

$

 

 

Loan Review and Setup:

 

LOAN SETUP PROPERTY 1:

$

A variable rate loan has an interest rate that adjusts over time in response to changes in the market.

 

Interest Only in Advance home loan, you are able to pre-pay the following years interest, allowing you to claim it as a tax deduction for the current tax period. (1 Year Fixed Rate)

 

 

LOAN SETUP PROPERTY 2:

$

A variable rate loan has an interest rate that adjusts over time in response to changes in the market.

 

Interest Only in Advance home loan, you are able to pre-pay the following years interest, allowing you to claim it as a tax deduction for the current tax period. (1 Year Fixed Rate)

 

 

LOAN SETUP PROPERTY 3:

$

A variable rate loan has an interest rate that adjusts over time in response to changes in the market.

 

Interest Only in Advance home loan, you are able to pre-pay the following years interest, allowing you to claim it as a tax deduction for the current tax period. (1 Year Fixed Rate)

 

 

 

* Press SUBMIT: Properties 1 to 3.

**  Re-Submit Section 5 starting with Property 4 details.

 

 

 

 

 

SECTION 6

 

INCOME & EXPENSES

$
$
$
$

 

 

NOT expenses paid by your Business, Investments or Employer.

General Maintenance
$
Electricity, Water, Rates
$
Internet, Phones, Foxtel, etc
$
Cafes, Grocery, Dining
$
Cloth, Shoe, Hair & Beauty
$
Doctors, Chemist, Dentist, Physio
$
Rego, Fuel, Parking, Tolls, Taxi
$
School, Uniform, Books, Sitter
$
Home, Car, Travel, Health
$
Income Protection, Life, TPD, Trauma
$
Child Support Paid
$
Cleaner, Mowing, etc
$
Rent Only
$
Any Other Expenses
$

 

 

 

SECTION 7

 

ASSETS & LIABILITIES

$
$
$

 

 

$
$
$

 

 

$
$
$
$

 

 

$
$
$

 

 

$
$
$
$

 

LIABILITIES:

$
$
$
$
$
$
$
$

 

 

$
$
$
$

 

 

Description
$
Description
$

 

 

 

 

 

Total & Permanent Disablement

 

 

 

 

 

Michael Lobodarz, Credit Representative (number 378667), Director of BDM Mortgages Pty Ltd ABN 74 614 141 650, Representative

(number 494711) of, Interactive Mortgage & Finance PL ABN 49 130 407 091, Australian Credit Licensee (number 391922)