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Borrower Inquiry Fact Sheet
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On-line calculators are fun, but the best way to get an accurate assessment on your borrowing options is to have a REAL broker review your information. The higher the quality of information provided, the more accurate the borrower assessment.
To access the Credit Guide and Privacy Consent please visit www.bit.ly/privacyguide2021
Basic Details & Objectives
Address
*
Street Address
City
State / Province / Region
Postal / Zip Code
Applicant #1 Name
*
First
Last
Date of Birth #1
*
DD
/
MM
/
YYYY
Applicant #2 Name
First
Last
Date of Birth #2
DD
/
MM
/
YYYY
Applicant #1 Email
*
Applicant #2 Email
Applicant #1 Phone Number
*
Applicant #2 Phone Number
How many kids do you have?
*
none
3
1
4
2
5+
Please tick box that best describes you
*
First Home Buyer
Would like to Upgrade
Looking to buy Investment
Want to Refinance to Save
How much do you want to spend? (estimated purchase price or range)
*
How much deposit (savings) do you have?
*
Please explain your current circumstance and what you are looking to do
*
If purchasing, what is the address of 1 property you like the look of?
Income Information
Applicant 1 Employment
*
PAYG income
Self Employed
Annual Salary (before tax, excluding super)
*
Applicant 2 Employment
PAYG income
Self Employed
Annual Salary (before tax, excluding super)
Payslip Upload
Add File
Please upload your 2 most recent payslips for each applicant. Alternatively email to kierin@sydneyhm.com.au
Other Income
Monthly $
Rental Income
Child Maintenance or Gov. Benefits
Other Income, ie Share dividends, Interest
Assets & Liabilities
What do you own and what do you owe?
$ Value
$ Still Owing
% Rate
Monthly Repayment
Own Home
Investment Property/s
Credit Cards (limit / owe /rate)
Other liabilities, ie Car Loan
HECS / HELP Student Debt
Loan Features
Loan Preferences (click on best answer for each feature)
*
Must Have
Prefer to Have
Not Sure
Do Not Want
Variable Loan
Fixed Term Loan, ie 2 yrs - 5 yrs fixed Interest Rate
Offset Account
Principal & Interest (P&I) loan repayments
Interest Only (IO) repayments
This is very important so please think carefully before answering (the bank will know). Have you ever had a credit default, or in the past 24 months have you EVER missed (even by 1 day) a payment on any liability such as a credit card, car loan, mortgage etc? Please answer "no" or provide details.
*
What else do you think I should know about you to help identify the right borrowing solution for you? ie New job, on probation, expected changes to your future financial situation, future requirements to access funds, lender preferences.
If over the following weeks and months you are happy with the service and results provided by Sydney Home Mortgage, would you be willing to consider referring us to 1 friend or colleague?
Yes, if I am thrilled with the service
Yes, I actually have someone in mind already
No, probably not something I would consider
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