Loan Questionnaire – Find Group

Skip to content

1300 88 38 30

Home
SMSF
Insurance
Super
Retirement
Finance
First Home Buyers
Videos
Contact

Loan QuestionnaireWarren2020-09-07T14:53:56+10:00

Loan Review

Step 1 of 4

25%

Your Details
Your Name
First Last
Your Partner's Name
First Last
Your Date of Birth
Date Format: MM slash DD slash YYYY
Partner/Spouse Date of Birth
Date Format: 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?
Date Format: 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?
Date Format: 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?
Date Format: 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?
Date Format: 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?
Date Format: 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?
Date Format: 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
CAPTCHA

Finance
FHB Deposit Scheme
Stamp Duty
First Home Buyers
Cash flow
Credit Report
Credit Guide
Credit Privacy Policy
Loan Questionnaire

© Copyright 2015, 2016 & 2017. Tax Agent services offered via Find Accountant Pty Limited ABN 57613578779. Tax Agent No: 25488732 Financial Planning offered via Find Wealth Pty Ltd ACN 140 585 075 t/a Find Wealth, Find Insurance, Find Retirement and Wealth Insure. Find Wealth Pty Ltd is a Corporate Authorised Representative (No. 468091) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFSL. No. 331367. Loans and Finance offered via Find Mortgage Pty Limited ABN 66613 272 932. A Credit Representative (No: 524108) of Connective Credit Services (ACL No 389328). Find®, Find Insurance®, Find Super®, Find Accountant®, Find Mortgages®, Find Financial Planner®, are some of the trademarks owned by Find Pty Ltd.