Fillable PDF Form
Jacob Decru
Your paperwork
Here’s a few things to bring along to get the most out
of our meeting:
Your two most recent payslips (computer generated with both your name and your employer’s name)
Evidence of any other income including family allowances or rental income statements
Your most recent statements for any credit cards, personal loans and car loans
Depending on your situation, you may also need some extra documents:
Purchasing property?
Statements showing three months of savings
Rates notice for any properties you own
Copy of the deposit receipt paid to your real estate
agent (if applicable)
A copy of the purchase contract for the property
you are buying
A copy of the sales contract for your existing
property, if the deposit is to come from the sale
of an existing property
A statutory declaration (if any part of the deposit
is a gift), stating the amount of the gift and that it
is non-repayable
Your last six months statements for your existing
Your most recent paid council rates notice
Investing?
A copy of the rental appraisal for the new property
Building?
price tender (if available) including builders licence
number, insurance and council approved plans
Australian Credit Licence 390222
Client preliminary
assessment
Jacob Decru
Applicant 1
Personal Details
Dependants
Address Details (Minimum 3 year history):
Employment Details (Minimum 3 year history):
Current Employer
Full Time
Part Time
Casual
Self Employed
Other
Part Time
Casual
Self Employed
Other
name
Employment Address
Previous Employer 1
Full Time
Date Ended
name
Employment Address
Previous Employer 2
Full Time
Part Time
Casual
Self Employed
Other
Date Ended
name
Employment Address
Client preliminary
assessment
Jacob Decru
Applicant 2
Personal Details
Dependants
Address Details (Minimum 3 year history):
Employment Details (Minimum 3 year history):
Current Employer
Full Time
Part Time
Casual
Self Employed
Other
Part Time
Casual
Self Employed
Other
name
Employment Address
Previous Employer 1
Full Time
Date Ended
name
Employment Address
Previous Employer 2
Full Time
Part Time
Casual
Self Employed
Other
Date Ended
name
Employment Address
Client preliminary
assessment
Jacob Decru
Assets
Real Estate Property Assets
r month
r month
Cheque, Savings, Term Deposit and Other Accounts:
Investments including Superannuation, Shares, Unit Trust and Insurance etc.
Motor Vehicles:
Personal contents
Liabilities
Housing Loans, Overdrafts and Other Loans including those from business or companies that are secured by mortgages.
Credit Cards, Store Cards Unsecured Overdrafts etc.
Other Loans including personal loans, vehicles leases, hire purchase, HECS etc.
Client preliminary
assessment
Jacob Decru
Living Expenses
Category
Description
Amount
Frequency
$
$
$
$
$
Protecting Lifestyle and Assets
e off
ou do not suff
r
Lifestyle Insurance
If you choose not to proceed with Loan Protection
Protecting Lifestyle and Assets Continued
General Insurance
Applicant 1
Applicant 2
Loan Market Concierge Services
Applicant 1
Applicant 2
Customer Consent
Comments
Continuing after
Settlement Y/N
Client preliminary
assessment
Jacob Decru
e
a
a a
a
Loan Market Pty Ltd
a
Applicant 1
Applicant 2
a
a
a
a
Credit quote and proposal
Jacob Decru
Reasonable estimate of commission
% of the amount of credit limit shortly after the nance is provided. We estimated this to be $
% per annum of your amount owing from time to time payable monthly. We estimate the largest monthly payment to
be $
We may receive additional commissions from volume bonuses which are referred to in our credit guide. The amount of
those additional commissions cannot be determined at the date of this document.
Some or all of the commission received by the Licensee may be paid to the credit representative.
From time to time we receive bene ts in the form of conferences and training sessions provided by the licensee, nanciers,
or others. The value of these bene ts cannot be ascertained.
Fees
Estimate of total fees and charges payable to the nancier in relation to applying for the nance.
[These fees are payable by you.]
Establishment Fee $
payable [when]
Valuation Fee
payable [when]
$
Total
$
These gures are estimates only and the nal gures will be shown in your credit contract or lease. Some or all of these fees
may be paid from the nance proceeds.
These fees are payable only once.
We are not aware of any other fees or charges payable to anyone else in relation to the application for nance, but the
nancier may impose some additional requirements.
Referral fee
We or our credit representative/s have paid or will pay a referral fee of $
to
for referring you to us. For example, we may pay fees to call centre companies,
real estate agents, accountants, or lawyers for referring you to us. These referral fees are generally small amounts and
accord with usual business practice. These are not fees payable by you.
Other Fees Payable $
purpose
to
If you have any questions regarding the information contained in this document, please contact us promptly.
Warning
Interest rates and repayments may change from those disclosed in this document if the lender changes its interest rate.
Before you accept your loan o er, you should check the o er carefully to ensure that the terms of the loan meet your
requirements. The terms of the loan o er may be di erent from the terms set out in this document.
Acceptance
By signing this document you agree to the terms set out in this quote and to pay the fees speci
ed above. After you have signed this document in duplicate, we will give you a copy to keep.
Borrower 1 Signature
Borrower 2 Signature
Borrower 1 Name
Borrower 2 Name
Date of Borrower 1’s Signature
Date of Borrower 2’s Signature