Client Fact Finder

Personal Info 1 Applicant 2 Applicants
  Applicant 1 Applicant 2
First name *
Middle name
Last name * Copy
Street address * Copy
City * Copy
State * Copy
Post code * Copy
Mobile * Copy
Phone * Copy
Email address * Copy
Marital status * Copy
Driver's licence no.  
Birthday
No. of dependants
Age of dependants
Residential status





How long have you been at this address? Copy
If less than 3 years name previous address  Copy
Do you have credit defaults
Have you been renting for more than two years through an Agency?
Do you qualify for First Home Owners Grant (FHOG) *
Purchase Info
Employment
  Applicant 1 Applicant 2
Status of Employment *

If self-employed have you been paying PAYG for more than two years?  
How long have you been with existing employer? *
Taxable yearly income *
Gov benefits - amount per fortnight  
Assets - Real Estate
Property address
Postcode
Name/s on title
Year purchased
Type
Value
Loan balance
Rent / mth
Interest / mth
Lender
Assets - General
Applicant 1
Vehicles total value
Shares total value
Available cash
Superannuation
Other assets
Applicant 2
Vehicles total value
Shares total value
Available cash
Superannuation
Other assets
Liabilities - General
Applicant 1
  Financier Credit limit Monthly payment
Personal loan
Car loan
Credit card 1
 
Credit card 2
 
Rent paid
 
 
Life insurance
 
Content insurance
 
Other insurance
 
Other liabilities 1
Other liabilities 2
Applicant 2
  Financer Credit limit Monthly payment
Personal loan
Car loan
Credit card 1
 
Credit card 2
 
Rent paid
 
 
Life insurance
 
Content insurance
 
Other insurance
 
Other liabilities 1
Other liabilities 2
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