PRIMUS HOME LOANS | APPLICATION INFORMATION FORM

This is all the information we require when going for a loan. To speed up the process of your finance query/application please complete the below information...IT ONLY TAKES 5-10 MINUTES!!

This is a FREE service which does NOT affect your credit score as you are not applying for a loan. We are simply evaluating your information so we can advise you on your options going forward. From this information, we will assess your maximum borrowing capacity and recommend loan products that will suit you. If you do not currently qualify, we will advise on steps to be taken to achieve your goals in the future.

Please note: one application to be completed per person

Please also send supporting documentation to admin@primushomeloans.com.au - To access checklist to see what documentation is required click HERE

Personal Information

Title *

First Name *

Middle Name

Last Name *

DOB * +

Phone *

Personal Email Address

Work Email Address

Preferred Email *

Personal

Work

Marital Status *

Mother's Maiden Name (for security reasons) *

Number of Dependants *

Child Name's & DOB's

Permanent Aus Resident *

Yes

Are you an Australian Citizen? *

Yes

Are you a Foreign Tax Residence? (Paying tax in a foreign country) *

Yes

Are you a FIFO *

Yes

If so, what is your swing?

Who referred you to us? *

Favourite Drink (alcoholic OR non) (for us not the bank)

Loan Details

Are you a FIRST HOME BUYER? *

Yes

Reason For Enquiry *

Estimate value of property purchasing/refinancing

If you are looking at house & land packages, can you please confirm break down of the land amount and approx construction amount eg; 200K for land 200K for construction = 400K in total

What suburbs are you interested in?

Do you have a clear credit history? No defaults, bankruptcy? *

Yes

Not Sure?

If you are purchasing do you have the option of a guarantor or gift (receiving funds eg; 10K from mum and dad)

Gift	Guarantor	Not Sure
No to Both

Address History

Current Address

Address Status *

Own Home

Renting

Boarding

Living with Parents

Paying Rent/Board? Amount P/M

Address *

Suburb *

State *

Zip Code *

Moved In * +

Previous Address

If you have been at your current address for more than 3 years do not complete

Address

Suburb

State

Zip Code

Moved In +

Moved Out +

If you have lived in additional properties over the past 3 years please advise address and start and finish dates for each.

Employment History

Current Employer

Are you on Probation? *

Yes

If you are on probation, how long for? Eg; 3 months, 6 months

Company Name *

Start Date * +

Occupation *

Gross Income *

Previous Employer

If you have been at your current job for more than 3 years do not complete

Company Name

Occupation

Start Date +

End Date +

If you have had any additional employment over the past 3 years please advise company, start and finish date for each. Also if you have any notes to add to the above employment information please advise eg; casual job on the side.

Does the applicant plan or anticipate changes (other than retirement) to their future financial circumstances that could ADVERSELY impact their ability to repay the loan? Yes or No, if YES please advise eg; maternity leave, half pay, child on the way, aware work will cease etc. *

Over 35? Exit Strategy

If you are over 35, what is your expected retirement age?

Assets

Properties

If you do not own any property leave this section BLANK

Type

Owner Occ

Invest

Property 1

Value

Rent Received P/W

Type

Owner Occ

Invest

Property 2

Value

Rent Received P/W

If you have additional properties please advise type, address, value, interest rate, repayment, rent received.

Savings/Deposit

Value

Banking Institution

Vehicles

Type

Year

Make

Model

Value

Type

Year

Make

Model

Value

If you have additional vehicles please advise year/model/make/value below

Other

Superannuation *

Home Contents *

Other - Please outline

Liabilities

Please Note; If any of the below liabilities are not applicable to your situation please leave section blank

Home Loans

Type

Owner Occ

Invest

Bank

Limit

Balance

Secured Against (eg; Innaloo house)

Interest Rate

Repayment

Weekly

Fortnightly

Monthly

Type

Owner Occ

Invest

Bank

Limit

Balance

Secured Against (eg; Innaloo house)

Interest Rate

Repayment

Weekly

Fortnightly

Monthly

Car/Personal Loans

Bank

Personal Loan Limit

Balance

Repayments P/M

Secured Against (eg; BMW)

Bank

Personal Loan Limit

Balance

Repayments P/M

Secured Against

Credit/Store/Interest Fee Cards

Bank

Credit Card Limit

Balance

Bank

Credit Card Limit

Balance

ZIP PAY

Zip Pay Limit

HECS

HECS Balance

Repayments (if known)

OTHER

If you have additional debts please outline debt type, repayment, limit and balance

Living Expenses

Please outling your MONTHLY living expenses for each category.

These expenses are compulsory to complete as part of lending guide lines. If a category isnt applicable to your circumstances please list expense as $0

Please confirm if you are completing living expenses as your own individual living expenses, or joint with another applicant. If expenses are listed as Joint the other applicant does not need to complete this section on their form. *

Individual

Joint

Rent *

Food & Groceries *

Transport *

Telephone & Internet *

OWNER OCCUPIED PROPERTY Utilities & Rates *

INVESTMENT PROPERTY Utilities & Rates *

Clothing & Personal Care *

Entertainment & Recreation *

Public/Personal Education *

Private Education *

Child Care *

General Insurances (car, home, contents etc) *

Health Insurances *

Life/Income Insurances *

Misc Medical & Health (gym, chemist, physio etc) *

Pets *

Court-Ordered/Agreed Child Maintenance *

Other - Please specify

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