subject_line
Initial Interview Details
* How did you hear about us?
*
Existing Client
Word of Mouth
Property Investment Seminar
Website
Newsletter Article
* I / We give permission to Awesome Lending Solutions & Awesome Home Loans to store this personal information as per Privacy Act effective from the 12th of March 2014.
*
I / We Agree
* I / We accept the terms outlined in the Welcome Letter.
*
I / We Agree
Applicant 1
First Name
*
Middle Name
Last Name
*
Address 1
*
Address 2
City
*
State
*
Postal Code
*
Phone
Mobile Phone
*
Email Address
*
Date Of Birth DD-MM-YYYY
+
Employment Applicant 1
Employer
Position
Salary
Phone
From (MM/YYYY)
Applicant 2
First Name
Middle Name
Last Name
Address 1
Address 2
City
State
Postal Code
Phone
Mobile Phone
Email Address
Date Of Birth DD-MM-YYYY
+
Employment Applicant 2
Employer
Position
Salary
Phone
From (MM/YYYY)
Children
Name
Age
Name
Age
Name
Age
Name
Age
Properties
Address
Value $
Loan $
Lender
Weekly Rent
Our Home
Address
Value $
Loan $
Lender
Weekly Rent
Property 2
Address
Value $
Loan $
Lender
Weekly Rent
Property 3
Address
Value $
Loan $
Lender
Weekly Rent
Property 4
Address
Value $
Loan $
Lender
Weekly Rent
Property 5
Address
Value $
Loan $
Lender
Weekly Rent
Property 6
Address
Value $
Loan $
Lender
Weekly Rent
Property 7
Address
Value $
Loan $
Lender
Weekly Rent
Other Assets
Superannuation
Balance
Superfund Name
Applicant 1
Balance
Superfund Name
Applicant 2
Balance
Superfund Name
Home Contents
Value$
Insured
Furniture
Value$
Insured
Jewelry
Value$
Insured
Motor Vehicles / Boat /Caravans
Description
Owner
Value$
Loan/Lease($)
Monthly Payment
Vehicle 1
Description
Owner
Value$
Loan/Lease($)
Monthly Payment
Vehicle 2
Description
Owner
Value$
Loan/Lease($)
Monthly Payment
Vehicle 3
Description
Owner
Value$
Loan/Lease($)
Monthly Payment
Vehicle 4
Description
Owner
Value$
Loan/Lease($)
Monthly Payment
Vehicle 5
Description
Owner
Value$
Loan/Lease($)
Monthly Payment
What are you looking to do?
We are looking to
*
Purchase our first property
Purchase another property
Refinance / release equity
Have a portfolio review
SMSF Purchase
Any additional comments
+
-
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