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the more accurate your information the better our solution will be.
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click here
.
Company details.
Company Name
ABN/ACN
Company Address
Unit No
/ Street No
Street Name
Street
Road
Avenue
Crescent
Close
Court
Drive
Place
Alley
Arcade
Bend
Brace
Blvd
Bypass
Causeway
Centre
Chase
Circle
Circus
Concourse
Corner
Corso
Cove
Crossing
Driveway
Entrance
Esplanade
Expressway
Freeway
Fairway
Frontage
Garden
Gate
Glade
Glen
Grange
Green
Groung
Grove
Highway
Heights
Junction
Key
Lane
Link
Loop
Motorway
Mews
Nook
Outlook
Parade
Parkway
Pass
Path
Plaza
Point
Port
Promenade
Quadrangle
Quadrant
Quay
Reserve
Rest
Retreat
Ridge
Right of Way
Rise
Roadway
Round
Route
Row
Siding
Square
Terrace
Track
Trail
Turn
Tollway
View
Walk
Walkway
Way
Wynd
Suburb
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
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
Mrs
Mr
Ms
Miss
Dr
Prof
Rev
Director 1 Middle Name
Director 1 Last Name
Gender
Female
Male
Date of Birth
as dd/mm/yyyy
Drivers Licence Number
Expiry Date:
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
Marital Status
Single
Married
DeFacto
Separated
Divorced
Widowed
Other
Number of Dependants
0
1
2
3
4
5
6
7
8
9
10
11
12
Are you an Australian Citizen
Yes
Permanent Resident
On a visa.
No
Address
Unit No
/ Street No
Street Name
Street
Road
Avenue
Crescent
Close
Court
Drive
Place
Alley
Arcade
Bend
Brace
Blvd
Bypass
Causeway
Centre
Chase
Circle
Circus
Concourse
Corner
Corso
Cove
Crossing
Driveway
Entrance
Esplanade
Expressway
Freeway
Fairway
Frontage
Garden
Gate
Glade
Glen
Grange
Green
Groung
Grove
Highway
Heights
Junction
Key
Lane
Link
Loop
Motorway
Mews
Nook
Outlook
Parade
Parkway
Pass
Path
Plaza
Point
Port
Promenade
Quadrangle
Quadrant
Quay
Reserve
Rest
Retreat
Ridge
Right of Way
Rise
Roadway
Round
Route
Row
Siding
Square
Terrace
Track
Trail
Turn
Tollway
View
Walk
Walkway
Way
Wynd
Suburb
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
Postcode
Residence Status
Buying
Renting
Own
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
Mrs
Mr
Ms.
Miss
Dr
Prof
Other
Director 2 Middle Name
Director 2 Last Name
Gender
Female
Male
Relationship to Director 1
Spouse
DeFacto
Family
Friend
Business Partner
Other
Date of Birth
as dd/mm/yyyy
Drivers Licence Number
Expiry Date:
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
Marital Status
As Above
Yes
or
Single
Married
DeFacto
Separated
Divorced
Widowed
Other
Dependants?
As Above
Yes
or
0
1
2
3
4
5
6
7
8
9
10
11
12
Are you an Australian Citizen
Yes
Permanent Resident
On a visa.
No
Address
As Above
Yes
or Unit No
/ Street No
Street Name
Street
Road
Avenue
Crescent
Close
Court
Drive
Place
Alley
Arcade
Bend
Brace
Blvd
Bypass
Causeway
Centre
Chase
Circle
Circus
Concourse
Corner
Corso
Cove
Crossing
Driveway
Entrance
Esplanade
Expressway
Freeway
Fairway
Frontage
Garden
Gate
Glade
Glen
Grange
Green
Groung
Grove
Highway
Heights
Junction
Key
Lane
Link
Loop
Motorway
Mews
Nook
Outlook
Parade
Parkway
Pass
Path
Plaza
Point
Port
Promenade
Quadrangle
Quadrant
Quay
Reserve
Rest
Retreat
Ridge
Right of Way
Rise
Roadway
Round
Route
Row
Siding
Square
Terrace
Track
Trail
Turn
Tollway
View
Walk
Walkway
Way
Wynd
Suburb
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
Postcode
Date Moved In
as dd/mm/yyyy
Telephone Home
As Above
Yes
or
Applicant 2 Mobile Number
Applicant 2 Email Address
Applicant 2 Occupation
Status
Full Time
Part Time
Contract
Temporary
Commission
Seasonal
Casual
Self Employed
Unemployed
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?
Yes
No
If YES please name.
Do you have any preference as to the type of lender that you deal with?
Don't Care
Specialist Lender
Major Bank
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?
Yes
No
(If
YES
please provide details.)
Are all current credit commitments up to date?
Yes
No
(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
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Commercial Bill
Credit Card
HECS
Hire Purchase
Lease
Line of Credit
Loan as Guarantor
Maintenance
Mortgage Loan
Other Loan
Outstanding Tax
Overdraft
Personal Loan
Store Card
Term Loan
Other
$
$
Annually
Monthly
Fortnightly
Weekly
$
Please list ALL current assets.
Asset
Property1
Is
Pls Choose
Commercial
Residential
Value $
Address (As Above)
Yes
Unit No
/ Street No
Street Name
Street
Road
Avenue
Crescent
Close
Court
Drive
Place
Alley
Arcade
Bend
Brace
Blvd
Bypass
Causeway
Centre
Chase
Circle
Circus
Concourse
Corner
Corso
Cove
Crossing
Driveway
Entrance
Esplanade
Expressway
Freeway
Fairway
Frontage
Garden
Gate
Glade
Glen
Grange
Green
Groung
Grove
Highway
Heights
Junction
Key
Lane
Link
Loop
Motorway
Mews
Nook
Outlook
Parade
Parkway
Pass
Path
Plaza
Point
Port
Promenade
Quadrangle
Quadrant
Quay
Reserve
Rest
Retreat
Ridge
Right of Way
Rise
Roadway
Round
Route
Row
Siding
Square
Terrace
Track
Trail
Turn
Tollway
View
Walk
Walkway
Way
Wynd
Suburb
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
Postcode
Property 2
Is
Pls Choose
Commercial
Residential
Value $
Address
Unit No
/ Street No
Street Name
St
Rd
Ave
Cres
Cl
Pl
Alley
Arcade
Bend
Brace
Blvd
Bypass
Causeway
Centre
Chase
Circle
Circus
Concourse
Corner
Corso
Cove
Crossing
Driveway
Entrance
Esplanade
Expressway
Freeway
Fairway
Frontage
Garden
Gate
Glade
Glen
Grange
Green
Groung
Grove
Highway
Heights
Junction
Key
Lane
Link
Loop
Motorway
Mews
Nook
Outlook
Parade
Parkway
Pass
Path
Plaza
Point
Port
Promenade
Quadrangle
Quadrant
Quay
Reserve
Rest
Retreat
Ridge
Right of Way
Rise
Roadway
Round
Route
Row
Siding
Square
Terrace
Track
Trail
Turn
Tollway
View
Walk
Walkway
Way
Wynd
Suburb
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
Postcode
Property 3
Is
Pls Choose
Commercial
Residential
Value $
Address
Unit No
/ Street No
Street Name
Street
Road
Avenue
Crescent
Close
Court
Drive
Place
Alley
Arcade
Bend
Brace
Blvd
Bypass
Causeway
Centre
Chase
Circle
Circus
Concourse
Corner
Corso
Cove
Crossing
Driveway
Entrance
Esplanade
Expressway
Freeway
Fairway
Frontage
Garden
Gate
Glade
Glen
Grange
Green
Groung
Grove
Highway
Heights
Junction
Key
Lane
Link
Loop
Motorway
Mews
Nook
Outlook
Parade
Parkway
Pass
Path
Plaza
Point
Port
Promenade
Quadrangle
Quadrant
Quay
Reserve
Rest
Retreat
Ridge
Right of Way
Rise
Roadway
Round
Route
Row
Siding
Square
Terrace
Track
Trail
Turn
Tollway
View
Walk
Walkway
Way
Wynd
Suburb
State
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Overseas
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?
I am a current client
I am a returning client
Car/Truck Yard
Vendor
My Accountant
My Financial Planner
Friend
Family
Web Search
Other
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.
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