Money Simplicity - Home Loan Apply Online

Please tell us about yourself.
Applicant 1 First Name
Applicant 1 Middle Name
Applicant 1 Last Name
Gender
Date of Birth	as dd/mm/yyyy
Drivers Licence Number	Expiry Date: State
Are you an Australian Citizen
Marital Status
Number of Dependants
Address	Unit No / Street No
Street Name
Suburb
State	Postcode
Date Moved In	as dd/mm/yyyy
Telephone Home
Telephone Mobile
Email Address
Occupation	Status
Employer's Name
Address	Unit No / Street No
Employers Address Street Name
Suburb
State	Postcode
Work Phone Number
Employment Start Date	as dd/mm/yyyy
Gross Annual Income	$ per year
Family Allowance etc.	$ per year
Invest Property Rental Income	$ per year
Do you have any other income?	Yes No

Will someone else be on the loan?
Applicant 2 First Name
Applicant 2 Middle Name
Applicant 2 Last Name
Gender
Relationship to Applicant 1
Date of Birth	as dd/mm/yyyy
Drivers Licence Number	Expiry Date: State
Are you an Australian Citizen
Marital Status (as above )
Dependants? (as above )
Address (as above )	Unit No / Street No
Street Name
Suburb
State	Postcode
Date Moved In	as dd/mm/yyyy
Telephone Home (as above )
Applicant 2 Mobile Number
Applicant 2 Email Address
Applicant 2 Occupation	Status
Employer's Name
Address	Unit No / Street No
Employers Address Street Name
Suburb
State	Postcode
Work Phone Number
Employment Start Date	as dd/mm/yyyy
Gross Annual Income (please do not include super)	$ per year
Family Allowance etc.	$ per year
Investment Property Rental Income	$ per year
Do you have any other income?	Yes No

Please tell us what you wish to do with the loan and your lender preference?
Amount you wish to borrow.	$
Value of the property/s you wish to purchase or already own.	$
How long do you expect to remain in the credit contract?	(Do you expect to sell the property in a certain time frame?)
What kind of repayments are you considering?
Would you consider a taking a Fixed Rate Loan?
Is there any loan product type/s that you are interested in?
What is the PRIMARY purpose for seeking credit?
Are there are any lenders that you do not wish to deal with?
Do you have any preference as to the type of lender that you deal with?

How would you like to access your account?
Internet\BPay\Phone
Branches
ATM\Eftpos\Debit Card
Cheque Book
Extra Repayments
Loan Redraw
Offset Account
Portability
Other

Please list your current living expenses
Living Expense Type		Amount
Basic Living Expenses	e.g. Groceries; Transport; Utilities; Rates; Clothing	$
Discretionary Expenses	e.g. Phone (home or mobile); Internet; Pay TV; School Fees	$
Other Household Expenses	e.g. Holidays; Entertainment; Gym; Cleaning; Gardening	$
Not sure what your expenses are, you can download our budget simulator by clicking on this link.

Please list ALL your current liabilities
Liability Type	Amount Owing	Payments	Limit	Refinance?
	$	$	$
	$	$	$
	$	$	$
	$	$	$
	$	$	$
	$	$	$
	$	$	$
	$	$	$

Please list ALL your current assets
Asset Type
Property1	Is	Value $
Address (As Above )	Unit No / Street No
Street Name
Suburb	State Postcode

Property 2	Is	Value $
Address	Unit No / Street No
Street Name
Suburb	State Postcode

Property 3	Is	Value $
Address	Unit No / Street No
Street Name
Suburb	State Postcode

Motor Vehicle 1	Year Make	$
Motor Vehicle 2	Year Make	$
Shares		$
Home & Contents		$
Savings/Cash in Bank	Who with?	$
Savings/Cash in Bank	Who with?	$
Savings/Cash in Bank	Who with?	$
Other Assets	What is it?	$
Other Assets	What is it?	$

Anticipated changes and protection?
Our ability to provide you with an accurate recommendation requires us to have an understanding of your future plans.
Do you anticipate that your INCOME will change materially in the next 6-12 months?
(e.g: Are you planning an extended break from work where your income will drop substantially? Perhaps your expecting to increase your income.)

Do you anticipate that your EXPENSES will change materially in the next 6-12 months?
(e.g: Are you planning on any new commitments outside of this loan that would increase your monthly expenditure, such as taking on additional credit commitments outside of this loan.)

Is there any other factor that you can think of that may materially affect your INCOME or EXPENSES in the next 12 months?

Could you afford to pay the bills if your income stopped for 6 months or more?
Could your family afford to still live comfortably if something happened to you?
Do you have sufficient insurance cover to meet all of your debt obligations?
If you answered NO or UNSURE to any of the above three questions then please take advantage of our relationships to get a free no obligation quote to protect you and your family.

What is the purpose of the credit you are considering?
Please choose from the options below, you can choose more than one.
Purchase New Home	Yes No
Purchase An Investment Property	Yes No
Refinance Current Loan	Yes No
Refinance and Payout Other Debts	Yes No
Build New Home	Yes No
Free Up Equity	Yes No
Refinance Business Debt	Yes No
Buy Vacant Land	Yes No
Reverse Mortgage	Yes No
Self Managed Super Fund (SMSF) Loan	Yes No
Any other relevant information can be added here.
Do you qualify for the First Home Owners Grant?	Yes No Not sure
Have you signed a Contract of Sale?	Yes No
If Self Employed do you have your most recent tax returns?	Yes No
Are you better at saving or paying debts?	Saving Debts Little of both.
Do you have credit defaults?		(If YES please provide details.)
Are all current credit commitments up to date?		(If NO please provide details.)
Are you concerned about rising interest rates?	(The higher the number, the higher your concern.)
How would you rate your current job security?	(The higher the number, the more secure you feel.)

Is there anything else that we can assist with?
Solicitor\Conveyancer	Yes No
Home and Contents Insurance	Yes No
Landlords Insurance	Yes No
Protection Insurance	Yes No
Building Inspection	Yes No
Accountant	Yes No
Financial Planner	Yes No
Real Estate Agent	Yes No
Buyer or Sellers Advocate	Yes No

How did you find us?
	Their name:
Is there anything else you would like to add or any question?
We are committed to protecting your privacy. We use the information you provide to assist you with your credit needs, including the preparation and submission of loan applications. We also use it to send you product information and promotional material. From time to time this will include direct marketing communications but we will always give you the option of not receiving these communications. We provide your information to the companies with whom you choose to deal (and their representatives). We may also provide your information to contractors who supply services to us (e.g. to handle mailings on our behalf), and to others if we are required to do so by law. We do not trade, rent or sell your information or disclose it to overseas recipients. If you don’t provide us with full information, we can’t properly advise or assist you with loan applications. Our Privacy Policy contains information about how you can access and ask us to correct your information, or make a privacy related complaint. You can obtain a copy by clicking here. I/We hereby request a proposal for a mortgage loan to be prepared by Money Simplicity and understand that such a proposal will be based on information provided herein which is true and correct. By asking us to assist with your credit needs, you consent to the collection and use of the information you have provided to us for the purposes described above.

the more accurate your information the better our advice will be.

Please tell us about yourself.

Will someone else be on the loan?

Please tell us what you wish to do with the loan and your lender preference?

What is the purpose of the credit you are considering?

How would you like to access your account?

Please list your current living expenses

Please list ALL your current liabilities

Please list ALL your current assets

Anticipated changes and protection?

Is there anything else that we can assist with?

How did you find us?