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About
Services
First Home Buyer
Loans for Property Investors
Refinancing
Self-Managed Super Fund
Own Financial Planning
Resources
Pay off your home loan sooner
Calculators
Guides
Informational Video Series
Blog
FAQ
Loan Jargon
Testimonials
Awards
Contact
Fact Find
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Fact Find
To make the most of our time together, please fill out and submit this form. Thanks!
Step
1
of
7
14%
Read our Credit Guide and Privacy Statement here.
Who is your mortgage broker?
*
Rory Sercombe
Sandra Strah
Maria Jovanovic
Simone Jamieson
How were you referred to us?
*
Personal Details
Title
*
Mr
Mrs
Ms
Miss
Dr
First Name
*
Middle Name
Last Name
*
Date of Birth
*
Day
Month
Year
Email
*
Mobile Number
*
Mother's Maiden Name
*
Marital Status?
*
If you have dependents, please list them here with Date of birth
You can use the + symbol at the end of the rows to add more rows.
Dependent Name
Date of Birth
Residency Status
*
Citizen
Permanent Resident
Visa
Non-Resident
Visa Type?
*
Your country of residency?
*
Afghanistan
Åland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darrussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo, Democratic Republic of the
Congo, Republic of the
Cook Islands
Costa Rica
Côte d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Swaziland)
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Korea
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Réunion
Romania
Russia
Rwanda
Saint Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
US Minor Outlying Islands
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Current Address
*
Street Address
Address Line 2
City
State
Postcode
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
With the above current address are you:
*
Own home
Under Mortgage
Renting
Boarding
Living with family or friends
We need to get a minimum of 3 years residential history. How long have you lived at the above address?
Years
*
0
1
2
3
4
5
6
7
8
9
10
10+
Months
*
0
1
2
3
4
5
6
7
8
9
10
11
Previous Address
Street Address
Address Line 2
City
State
Postcode
Years
*
0
1
2
3
4
5
6
7
8
9
10
10+
Months
*
0
1
2
3
4
5
6
7
8
9
10
11
Do the above address or addresses combine to be more that three years?
Yes
No
Previous Address
Street Address
Address Line 2
City
State
Postcode
Years
*
0
1
2
3
4
5
6
7
8
9
10
10+
Months
*
0
1
2
3
4
5
6
7
8
9
10
11
Details of a Relative
Please provide details of a relative not living with you.
Relationship to this relative?
*
Title
*
Mr
Mrs
Ms
Miss
Dr
First Name
*
Surname
*
Phone Number
*
Address
*
Street Address
Address Line 2
City
State
Post Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Employment Details
Employment Status
*
Full Time
Part Time
Casual
Contract
Self Employed
Retired
Unemployed
Other
Please provide some details
*
Employer Name
Contact Name and Number of Employer
Contact Name
Contact Number
Your Occupation
Company Address
Street Address
Address Line 2
City
State
Postcode
Annual Gross Income
Please specifiy addional sources of income
Do you have any additional sources of income?
Yes
No
Date Started with Current Employer
Day
Month
Year
If you have had more than one employer over the last three years, or your employment situation is unusual, please provide details here.
Do you have a partner?
*
Yes
No
Your Partners Details
Title
*
Mr
Mrs
Ms
Miss
Dr
First Name
*
Middle Name
Surname
*
Date of Birth
*
Day
Month
Year
Email
*
Mobile Number
*
Mother's Maiden Name
*
Employment Status
*
Full Time
Part Time
Casual
Contract
Self Employed
Retired
Unemployed
Other
Please provide some details
*
Employer Name
Contact Name and Number of Employer
Contact Name
Contact Number
Your Occupation
Employer Address
Street Address
Address Line 2
City
State
Postcode
Annual Gross Income
Do you have any additional sources of income?
Yes
No
Please specifiy addional sources of income
Date Started with Current Employer
Day
Month
Year
How long have you been with the above company?
Years
*
1
2
3
4
5
6
7
8
9
10
10+
Months
*
0
1
2
3
4
5
6
7
8
9
10
11
If you have had more than one employer over the last three years, or your employment situation is unusual, please provide details here.
Is your partner's address the same as your current address?
*
Yes
No
Your Partner's Current Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
With the above current address are you:
*
Own home
Under Mortgage
Renting
Boarding
Living with family or friends
How long did you live at the above address?
Years 1
*
1
2
3
4
5
6
7
8
9
10
10+
Months
*
0
1
2
3
4
5
6
7
8
9
10
11
Is your partners above address less than three years?
*
Yes
No
Previous Address
Street Address
Address Line 2
City
State
Postcode
Years
*
0
1
2
3
4
5
6
7
8
9
10
10+
Months
*
0
1
2
3
4
5
6
7
8
9
10
11
Do the above address or addresses combine to be more that three years?
Yes
No
Previous Address
Street Address
Address Line 2
City
State
Postcode
Years
*
0
1
2
3
4
5
6
7
8
9
10
10+
Months
*
0
1
2
3
4
5
6
7
8
9
10
11
Are your partner's dependents the same as yours?
*
Yes
No
Please list your partner's dependents with Date of birth
You can use the + symbol at the end of the rows to add more rows.
Dependent Name
Date of Birth
Assets
Combined for all applicants.
You can use the + symbol at the end of the rows to add more rows.
Real Estate
Address
Owner
Value
Vehicles
Make / Model / Year
Owner
Value
Savings
Bank
Owner
Value
Superannuation
Fund
Owner
Value
Contents
Total Value
Owner
Other
If you have any other assets not fitting the above, please provide details below
Liabilities
Combined for all applicants
You can use the + symbol at the end of the rows to add more rows.
Home Loan
Owner
Lender
Repayment
Rate
Balance
Limit
Term Remaining
Investment Loans
Owner
Lender
Repayment
Rate
Balance
Limit
Term Remaining
Vehicle Loans
Owner
Lender
Repayment
Rate
Balance
Limit
Term Remaining
Personal Loans
Owner
Lender
Repayment
Rate
Balance
Limit
Term Remaining
Credit Cards
Owner
Lender
Balance
Limit
HECS/HELP Debt
Type
Amount Owing
Other
Owner
Loan Type
Lender
Repayment
Balance
Limit
Term Remaining
Monthly Living Expenses
Please estimate a standard month
Groceries
Clothing and personal care
Transport
Owner Occupied property, utilities, rates etc.
Childcare
Education
Insurance
Medical and Health
Investment property utilities, rates etc.
Recreation and entertainment
Telephone, internet, pay TV and media streaming subscriptions
Rent
Hidden
Other
Other Expenses
Name of Expense
Value ($)
Financial Security
Have you ever had any financial judgments or legal proceedings against you?
Yes
No
Did you have any difficulty meeting your financial commitments in the past 2 years?
Yes
No
Are any of your existing debts currently in arrears?
Yes
No
Do you expect any significant changes to your financial situation in the foreseeable future that would adversely impact your ability to meet your commitments?
Yes
No
If you answered yes to any of the above questions, please give details
Insurance
Do you have any insurance to protect your lifestyle eg. life, total permanent disablement insurance, income protection, etc?
Yes
No
Would you like someone to contact you regarding personal insurance?
Yes
No
Would you like someone to contact you regarding house & contents insurance (if buying a home, we can have it insured for free up until time of settlement)?
Yes
No
Other Advisers
Accountant
Contact Name
Firm
Phone Number
Email
Lawyer/Conveyancer
Contact Name
Firm
Phone Number
Email
Financial Planner
Contact Name
Firm
Phone Number
Email
Real Estate Agent/Advocate
Contact Name
Firm
Phone Number
Email
Let us know if you would like us to introduce you to any of our trusted business partners:
Accountant
Building Inspector
Buyer/Vendor Advocate
Conveyancer
Financial Planner
General Insurance
Real Estate Agent
Own Home Loans specialises in helping our customers pay off their home and investment loans.
Any comments, questions or anything you would like to be covered off in our discussions, please comment below.
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