"Helping you get what you want
and protecting what you've got"

Ungaro&Co

-----------------------------

PHONE 09 360 2179

Online Mortgage Application

Instructions

1. Indicative Approval- by completing this form, you will receive an indication as to the likely level of borrowing that you may be able to obtain from a lender. The purpose of completing this form may because you are coming to meet us and you want to be prepared, or perhaps you just want a rough indication at this stage as to what you can do.

Pre-Approval. Once you have supplied us with some supporting documents, we can then submit an application on your behalf to a lender for pre-approval of finance. This pre-approval effectively gives you the power of a cash-buyer.

Please complete every section as accurately as you can – by completing this form and pressing ‘submit’, you are allowing us to use your personal information for the purposes of providing you an indicative approval of finance. We will take every precaution to make sure that your information is not released to any third party at this stage for any other purpose.

Where are you at in the process?
Best time to call you:

Personal Information

First Name:
Middle Name:
Surname:
Date of Birth: (DD/MM/YY)	//
Phone (Mobile):
Email Address:
Relationship Status:
Your Main Bank:
Occupation
Name of Employer:
Time with Employer (Years):

Income

	Income	Frequency	Tax
Salary or Wages
Business
Benefits & Assistance
Allowances (eg car)
Rental Income (existing)
Rental Income (proposed)

Current Address

Street No. & Address:
Address continued:
City:
Postal Code:
Country:
Time at address (years):
Phone (home)

Your Partner's Personal Information

First Name:
Middle Name:
Surname:
Date of Birth: (DD/MM/YY)	//
Phone (Mobile):
Email Address:
Relationship Status:
Your Main Bank:
Occupation
Name of Employer:
Time with Employer (Years):

Your Partner's Income

	Income	Frequency	Tax
Salary or Wages
Business
Benefits & Assistance
Allowances (eg car)
Rental Income (existing)
Rental Income (proposed)

Current Address

Street Number & Name:
Address continued:
City:
Postal Code:
Country:
Time at address (years):
Phone (home)

Your Partner's Current Statement of Position

	Type	Value $
Assets (what I own)
Assets (what I own)
Assets (what I own)
Assets (what I own)
Assets (what I own)
Assets (what I own)
Loans & Debts
Loans & Debts
Loans & Debts
Loans & Debts
Loans & Debts
Loans & Debts
Total Credit Card Limit $

Your Partner's Servicing

Number of dependent kids
Number of cars
Do you have a poor credit history?

Your Current Statement of Position

	Type	Value $
Assets (what I own)
Assets (what I own)
Assets (what I own)
Assets (what I own)
Assets (what I own)
Assets (what I own)
Loans & Debts
Loans & Debts
Loans & Debts
Loans & Debts
Loans & Debts
Loans & Debts
Total Credit Card Limit $

Your Servicing

Number of dependent kids
Number of cars
Do you have a poor credit history?

Loan Information

New Property

Type of Property:

Amount to borrow:
Deposit
Loan Purpose
Legal Structure
Name of Trust / LAQC
Do you have a critical date? (e.g. offer goes unconditional) (DD/MM/YY)	//
Anything else we need to know?

Validation

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