Mortgage Application Template

CONFIDENTIAL

Prepared for

Name:

Produced by

Financial Adviser:

Registration:

Email:

Phone:

On behalf of

Business Name:

Registration:

Email:

Address:

Date Prepared

Settlement Date

I am a financial adviser, providing financial advice on behalf of Financial Advice Provider: (FSP ), who is licensed by the Financial Markets Authority to provide regulated financial advice.

Funding Requirement

Funding

Purchase price
Refinance amount
Other
Sub total

Less Cash And Equivalents

Cash
Deposit Paid
Finance Required

Exposure

Existing Exposure
Total Exposure

Security Offered

Property Address	Value

Total Security
LVR

Expected Structure

Amount	Expected Type	Expected Start Date	Expected Term	Interest Structure	Borrowers

Households

Household
Applicant(s)
Dependant(s)
Net Worth

Diary Notes

Purpose

Request Amount

LVR Target

Interest Type

Borrowing Entity

Guarantors

Broker Fee

Settlement Date

Aggregator

Background & Character

Security

Security 1

Address
Ownership
Owners
Status
Intention
Type
Zoning
Tenure
Current Value
Valuation Type

Total security: $0

Applicants

Applicant 1

Personal Details

First Name
Preferred Name
Middle Name
Last Name
Date of Birth
Country/Place of Birth
Residency Status
Marital Status
Gender
Phone Number
Email
Main Bank

Living Situation

Residential Status
Property Address
Time at Property
Previous Address 1
Time at Address 1
Previous Address 2
Time at Address 2

Employment

Main Income Source
Occupation
Employer
Time Since Employment

Incomes & Expenses

Monthly Net Income

Earner	Income Type	Frequency	Tax Status	Amount

Total Monthly Net Personal Income:

Monthly Rental Income

Property / Earner	Income Type	Frequency	Amount

Total Monthly Net Rental Income:

Monthly Personal Expenses

Expense Category	Monthly Net
Food (Restaurants, Takeaways, Groceries)
Entertainment
Alcohol & Nicotine
Personal Care & Clothing (Including Footwear)
Utilities (Power, Gas, Water, Telephone, Internet)
Transport (Parking, Fuel, WOF, Rego, Public Transport)
Household Expenses (Maintenance, Gardening, Cleaners)
Vehicle Insurance
Personal Insurance
Property Insurance
Contents Insurance
Private School & Education Cost
Total Monthly Personal Expenses:

Monthly Finance Expense

Finance Type	Detail	Monthly Net

Total Monthly Finance Expenses:

Total Combined Monthly Income: $0

Total Monthly Expenses after Settlement: $0

Assets & Liabilities

Assets

Asset Type	Details	Owners	Value

Total Assets:

Liabilities

Liability Type	Term Start Date	Remaining Term	Details	Borrowers	Limit

Total Liabilities:

Total Assets: $0

Total Liabilities: $0

Net Worth: $0

Documents

Documents Included: