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

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
Trade Reference 1
Company Name Landline Ph No
Contact Person
Trade Reference 2
Company Name Landline Ph No
Contact Person
Company Accountants Business Name
Contact Person at Accountant
Accountants Phone Number
Accountants Email Address
Do you have your most recent tax returns?
Yes No
A couple of important credit questions.
Do you have credit defaults?
(If YES provide details.)
Are all current credit commitments up to date?
(If NO provide details.)

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?

tell us about the equipment 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 equipment.
What type of car or truck are you purchasing?
New Used
Equipment Details
Year
Price $
Make
Model
Description
Who are you purchasing the equipment from?
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 $
Previous Equipment Details
Year
Original Price
Make
Model
Description
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 or 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?
I/We hereby request a proposal for a 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. We agree