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

If you will be using your car for personal use then click here.

Company details.

Company Name
ABN/ACN
Company Address
Unit No  / Street No     
Street Name
Suburb

State Postcode
Company Phone Number
Company Start Date
as dd/mm/yyyy
Number of Staff
Bank name and branch
Bank name: Branch:
Company Accountants Business Name
Contact Person at Accountant
Accountants Phone Number
Accountants Email Address
Do you have your most recent tax returns?
Yes No

director's details.

Director 1 First Name
Director 1 Middle Name
Director 1 Last Name
Gender
Date of Birth
as dd/mm/yyyy
Drivers Licence Number
Expiry Date: State
Marital Status
Number of Dependants
Are you an Australian Citizen
Address
Unit No  / Street No     
Street Name
Suburb

State Postcode
Residence Status
If you rent, monthly payment is $
If you rent please supply Agent / Landlord Name
Phone Number
Date Moved In
as dd/mm/yyyy
Telephone Home
Telephone Mobile
Email Address
Gross Annual Income
$ per year
Family Allowance etc.
$ per year
Invest Property Rental Income
$ per year
Do you have any other income?
Yes No

is there another director?

Director 2 First Name
Director 2 Middle Name
Director 2 Last Name
Gender
Relationship to Director 1
Date of Birth
as dd/mm/yyyy
Drivers Licence Number
Expiry Date: State
Marital Status
As Above or
Dependants?
As Above or
Are you an Australian Citizen
Address
As Above or Unit No / Street No       
Street Name
Suburb

State Postcode
Date Moved In
as dd/mm/yyyy
Telephone Home
As Above or
Applicant 2 Mobile Number
Applicant 2 Email Address
Applicant 2 Occupation
Status
Directorship Start Date
as dd/mm/yyyy
Gross Annual Income
$ per year
Family Allowance etc.
$ per year
Investment Property Rental Income
$ per year
Do you have any other income?
Yes No

Please tell us lender preference?

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?
Which of these lenders have you had a loan or credit with?
ANZ/Esanda CBA/CBFC Capital Liberty Macquarie Westpac/St George/BOM None
A couple of important credit questions.
Do you have credit defaults?
(If YES please provide details.)

Are all current credit commitments up to date?

(If NO please provide details.)

tell us about the car or truck you wish to purchase.

Amount you wish to borrow.
$
Preferred Monthly Payment
$ per month
Loan Term yrs
in Arrears Advance
Residual/Balloon Payment $
Details of the new car or truck.
What type of car or truck are you purchasing?
New Used Demo
New car or truck details
Year
Price $
Make
Model
Klms
Colour
Accessories
Who are you purchasing the car/truck from?
Car Dealer Private Sale
Their details.
Name
Address
Phone
Pick up date
Complete this section if you are looking to replace a current facility or payout a residual or balloon payment that is coming due.
Current Lender
Account Number
Monthly Payment $
Current car/truck details
Year
Original Price
Make
Model
Other (if not a car/truck)
Any other relevant information

Please list ALL current liabilities.

Liability Type
Amount Owing
Payments
Limit
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

Please list ALL current assets.

Asset
 
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
$
Bank Account
Who with?
$
Bank Account
Who with?
$
Bank Account
Who with?
$
Other Assets
What is it?
$
Other Assets
What is it?
$

How did you find us?

Their name:
Is there anything else you would like to add or do you have any questions?
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.