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Loan QuestionnaireWarren2020-09-07T14:53:56+08:00

Loan Review

Step 1 of 4

25%

Your Details
Your Name
First Last
Your Partner's Name
First Last
Your Date of Birth
MM slash DD slash YYYY
Partner/Spouse Date of Birth
MM slash DD slash YYYY
Email
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Do you own your own home or rent?
- Own my own home
- Rent
Do you own any investment properties?
- Yes
- No
How many investment properties do you own?
- 1
- 2
- 3
- 4
- 5
Does investment property 1 have a loan?
- Yes
- No
Who owns investment property 1?
- In your name
- In Partner/Spouse's name
- Joint names
Does investment property 2 have a loan?
- Yes
- No
Who owns investment property 2?
- In your name
- In Partner/Spouse's name
- Joint names
Does investment property 3 have a loan?
- Yes
- No
Who owns investment property 3?
- In your name
- In Partner/Spouse's name
- Joint names
Does investment property 4 have a loan?
- Yes
- No
Who owns investment property 4?
- In your name
- In Partner/Spouse's name
- Joint names
Does investment property 5 have a loan?
- Yes
- No
Who owns investment property 5?
- In your name
- In Partner/Spouse's name
- Joint names

Home Loan Details
What is your home worth?
Do you currently have a mortgage on your home?
- Yes
- No
What amount do you currently owe?
Current Interest Rate?
Fixed or Variable
- Fixed
- Variable
What is the date your fixed rate ends?
DD slash MM slash YYYY

Investment Loan Details: Property 1
Property 1: What is the value of the property?
Property 1: Current loan amount?
Property 1: Current Interest Rate?
Property 1: Fixed or Variable?
- Fixed
- Variable
Property 1: Date Fixed Rate ends?
DD slash MM slash YYYY
Investment Loan Details: Property 2
Property 2: What is the value of the property?
Property 2: Current loan amount?
Property 2: Current Interest Rate?
Property 2: Fixed or Variable?
- Fixed
- Variable
Property 2: Date Fixed Rate ends?
DD slash MM slash YYYY
Investment Loan Details: Property 3
Property 3: What is the value of the property?
Property 3: Current loan amount?
Property 3: Current Interest Rate?
Property 3: Fixed or Variable?
- Fixed
- Variable
Property 3: Date Fixed Rate ends?
DD slash MM slash YYYY
Investment Loan Details: Property 4
Property 4: What is the value of the property?
Property 4: Current loan amount?
Property 4: Current Interest Rate?
Property 4: Fixed or Variable?
- Fixed
- Variable
Property 4: Date Fixed Rate ends?
DD slash MM slash YYYY
Investment Loan Details: Property 5
Property 5: What is the value of the property?
Property 5: Current loan amount?
Property 5: Current Interest Rate?
Property 5: Fixed or Variable?
- Fixed
- Variable
Property 5: Date Fixed Rate ends?
DD slash MM slash YYYY

Final Loan Questions - the future
How long to do you intend to have the loan in place for?
- 10 years
- 15 years
- 20 years
- 25 years
- 30 years
- Longest Period you can possible from the selection above
Most mortgage brokers will select 30 years
Why do you wish to review your loans (Choose 1 or more options)?
- Get lower interest rate
- Move from Variable rate to a Fixed rate
- Reduce repayments e.g. extend loan terms
- Consolidate loans/debt
- Unlock equity/money e.g for renovations
What features would you like to have (Choose 1 or more options)?
- Fixed Rate
- Variable Rate
- Split Rate e.g. 50% Fixed and 50% Variable
- Online Banking
- Cheque Book
- Offset Account or Redraw facility (whichever comes with the loan)
- Credit Card (will cancel old one)
- Access to branch
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