Client intake Form – Existing Home Purchase Client intake Form - Existing Home Purchase Name First Last Residential StatusCitizen/Permanent ResidentTemp VisaPhone Number Email Date of birth MM slash DD slash YYYY Address Street Address City State Post Code What type of property are you purchasing Apartment Townhouse House Other Enquiry Type House and Land Package Commercial Loan Investment Purchsae New or Existing Home Refinance Other Types of loan Fixed Rate variable Split Other Features Redraw Offset Cashback Other How much are you looking For? How much deposit do you have? What suburb are you looking to buy in? How long have you been working?What is your current employment statusFull TimeSelf EmployedPart TimeCasualUnemployedIF Self Employed Company Name Self Employed- ABN Self Employed- GST yes No Years of Company Financials/Tax Returns available? What is your gross income? Any other income Sources? Are you Married? Yes No Are you seeking loan on your name or with your partner? Sole Applicant Joint Number of dependent If Joint , Name of your Partner Partner Address Street Address City State Post Code Partner Phone Number Partner Email Date of birth of partner MM slash DD slash YYYY Partner Residential StatusCitizen/Permanent ResidentTemp VisaPartner Employment StatusFull TimePart TimeCasualUnemployedSelf employedAny other source of income Partner gross income Partner occupation How long has your partner been working?IF Self Employed Company Name? Self Employed- ABN Self Employed- GST yes No Years of Company Financials/Tax Returns available? Have you or partner ever missed any loan payments or payments?YesNoAre you eligible for any First home Owner grant?YesNoIf Yes,What are the defaults/judgments and the amount? Has it been paid PAID UNPAID Financial Name How many Credit cards do you have? What is the primary reason of seeking Loan? What are the immediate needs and objectives within next two years?(Example, saving, renovations , purchases) What are the needs and objectives within two to ten years(Example, repay mortgage, purchase investment property, education expenses, retirement) NameThis field is for validation purposes and should be left unchanged.