Precision Finance Solutions
Precision Finance Solutions

Finance Application Form

This form is for people who are ready to apply for their loan. If you only want to speak with a representative then please use our contact form.

How to apply for your loan. Please fill out all fields in the application form to give us a better understanding of your situation and the loan required. The reason we ask you to provide this information is not only to assist us with your loan application, but this information will be required prior to submitting your application to a Financial Institution.

The more information you give us the more we can arrange the best loan for your particular circumstances!

Fields marked with a * are mandatory.
 

 Purpose for loan:  

To purchase a property:

$

Costs to be financed:

$

Refinance loan(s):

$

Other:  (specify)

   $

Bridging:

$

Less own funds:

$

Construction:

$

Total Loan required:

$


 Applicant 1                Borrower       Guarantor    Applicant 2               Borrower       Guarantor
Personal Details   Personal Details

Existing customer?

 Yes    No  

Existing customer?

 Yes    No

Family name:

 *  

Family name:

 *

Given names:

 *  

Given names:

 *

Title:

  

Title:

Sex:

 Male    Female  

Sex:

 Male    Female

Date of birth:

 dd   mm    yy *  

Date of birth:

 dd   mm    yy

Marital status:

 Single    Defacto
Married  Divorced		  

Marital status:

 Single    Defacto
Married  Divorced

# of Dependants:

  

# of Dependants:

Dependants Age/s:

  

Dependants Age/s:

Driver's licence No:

  

Driver's licence No:

Home phone:

 *  

Home phone:

 *

Work phone:

  

Work phone:

Mobile phone:

  

Mobile phone:

Fax:

  

Fax:

Email Address:

 *  

Email Address:

 *

Preferred contact method:

 Email    Fax
Phone  Snail Mail		  

Preferred contact method:

 Email    Fax
Phone  Snail Mail
Referee: Friend or family member not living with you.   Referee: Friend or family member not living with you.

Referee:

 *  

Referee:

 *
Please include a land line number (no mobiles please)   Please include a land line number (no mobiles please)

Referee phone:

 *  

Referee phone:

 *

Referee address:

 *  

Referee address:

 *
Address Details   Address Details

Current address:

 *  

Current address:

 *

Suburb:

 *  

Suburb:

 *

State:

 *  

State:

 *

Postcode:

 *  

Postcode:

 *

Time at address:

 Years     Months  

Time at address:

 Years     Months

Postal address:
(if different to above)

  

Postal address:
(if different to above)

Postal Suburb:

  

Postal Suburb:

Postal State:

  

Postal State:

Postcode:

  

Postcode:

New address after settlement:
(if different to above)

  

New address after settlement:
(if different to above)

New Suburb:

  

New Suburb:

New State:

  

New State:

New Postcode:

  

New Postcode:
If you have lived at your current address for less than three years, please complete below...   If you have lived at your current address for less than three years, please complete below...

Previous address:

  

Previous address:

Previous suburb:

  

Previous suburb:

Previous state:

  

Previous state:

Previous postcode:

  

Previous postcode:

Time at prev address:

 Years     Months  

Time at prev address:

 Years     Months
Employment Details   Employment Details

Current employer:

  

Current employer:

Name:

  

Name:

Address:

  

Address:

Position:

  

Position:

Industry:

  

Industry:

Employee type:

  

Employee type:

Taxable Income:

 $ (per year)  

Taxable Income:

 $ (per year)

Time at current Employment:

 Years     Months  

Time at current Employment:

 Years     Months
If less than three years please indicate previous employment...   If less than three years please indicate previous employment...

Employer:

  

Employer:

Name:

  

Name:

Address:

  

Address:

Position:

  

Position:

Industry:

  

Industry:

Employee type:

  

Employee type:

Time:

 Years     Months  

Time:

 Years     Months
Statement of Assets (What you own)  For joint applications please combine assets
Properties Owned
# Property Location Monthly Income Estimated Value
1 $ $
2 $ $
3 $ $
Vehicles Owned
# Year / Make Estimated Value
1 $
2 $
Bank account/term deposit / shares / other investments
# Institution Monthly Income Estimated Value
1 $ $
2 $ $
3 $ $
4 $ $
5 $ $
Superannuation
# Institution Present Value
1 $
2 $
Home Contents Insurable
Insurance Company Present Value
   $
Other Assets
# Description Monthly Income Estimated Value
1 $ $
2 $ $
3 $ $
Statement of Liabilities (What you owe)  For joint applications please combine liabilities
Mortgages
# Mortgage to Monthly Payment Amount Owing
1 $ $
2 $ $
3 $ $
Lease / hire purchase / personal loans / other liabilities
# Description Monthly Payment Amount Owing
1 $ $
2 $ $
3 $ $
4 $ $
Credit cards and credit accounts
# Company / Type Limit Amount Owing
1 / $ $
2 / $ $
3 / $ $
4 / $ $
5 / $ $
6 / $ $
Other Expenses
# Type of Expense Cost Per Month
1 $
2 $
Rent
Real Estate / Landlord Rent Per Month
   $
Tax / Provisional Tax
Description Cost Per Month
   $
Applicant(s) must read and agree to the terms and conditions listed below before continuing.


Terms and Conditions

I Agree             I Don't Agree
 

How did you find us:

If referred or other:
           

'Manage Your Finances with Precision'

P O Box 1437, Carindale, Qld 4152
[T] 1800 005 869
[F] 07 3395 2079
[E] admin@precisionfinancesolutions.com.au

 

 

 

 

 

 

 

 

 

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