Client intake Form -Refinance Client intake form-Refinance Select your inquiry type House and Land Package Commercial Loan Investment Purchsae New or Existing Home Refinance Car Loan SMSF Loan Other What type of property are you refinancing Apartment Townhouse House Other Loan Type Variable Fixed rate Split Other Features Redraw Offset Cashback Other What suburb and postcode is your property located? What is the estimated value of the property? Who is the current lender ? How much do you currently owe? Applicant 1 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 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 Number of Dependent Applicant on the title of the property? Sole Applicant Joint If the application is Joint , Name of your partner Partner Address Street Address City State Post Code Partner Phone Number Date of Birth of your Partner MM slash DD slash YYYY Partner Email Partner Employment StatusFull TimePart TimeCasualUnemployedSelf employedPartner Residential StatusCitizen/Permanent ResidentTemp VisaHow long has your partner working?Partner occupation Partner gross income Any other source of income 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?YesNoIf Yes,What are the defaults/judgments and the amount? Has it been paid PAID UNPAID Date MM slash DD slash YYYY 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.