Your Checklist

Applying for a Loan

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Information Checklist

Here is a checklist outlining the necessary information you should have ready

Personal Details

  • Full name
  • Date of birth
  • Current driver’s license number and expiry date
  • Or Passport, place of issue and expiry date

Residential Status

  • Current residential details (Previous if less than 3yrs)
  • Existing mortgage/Rent details including monthly payments.

Income Status

  • Current employer’s details (Previous if less than 3yrs)
  • Weekly/Fortnightly//monthly salary figures (after tax):
  • If you are self-employed, income figures from your last two years, tax returns and assessment notices

Asset & Liabilities Status

  • Details of the assets you own, including:

    • Value of your home, if you own or buying
    • Details of any investment properties
    • Bank Accounts
    • Shares
    • Life insurance
    • Motor vehicles and other lifestyle assets
    • Personal effects
  • Details of the liabilities and all monthly financial commitments, including:

    • Balance of mortgage repayments
    • Balance of any investment property & monthly repayment/s
    • Details of other loans
    • Details of credit cards, or charge cards
    • If you are renting or boarding, details of rental agreement any rent.

New Loan application

  • Loan amount
  • Type of Loan required
  • Purpose of loan