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Term Loan Summary
Broker Details
Broker Company Name
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Mobile Number
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Broker Full Name
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Email Address
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Details of the Loan Submission
Client Group Name (Eg. James Jones Cardiologist)
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Client Background
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Client Website or Linked in Profile (for Background)
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Basic Loan Request Details
Purchase or Refinance
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Purchase
Refinance
Property Address
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State
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NSW
QLD
VIC
WA
NT
ACT
TAS
SA
Property Value / Purchase Price
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What type of property is proposed as security.
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Residential Units
Residential Townhouses
Strata Office
Industrial/Warehouse
Retail Shop
Accomodation Hotel
Mixed Use (Shop Top)
Residential Subdivision
Boarding House
Childcare Centre
Petrol Station
Other
Description of the property
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The loan will be cleared from:
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repaid from rental cashflow over time
repaid from a combination of Rentals & Business Cashflow over time.
repaid using existing business cashflows.
repaid using cashflows and sold at a later date
Will the property be owner occupied or rented?
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The property will be owner occupied for their business.
The property will be rented to a 3rd party tenant
The property will be partially rented and partially owner occupied
Approx Net Rental
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Approx Size of Property
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Who is the tenant?
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How long have the tenants been occupying the property?
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The tenants have been occupying the property for
The tenants are signing a new lease for
The property is vacant and a tenant will be sought
Current Tenure of Tenant or Proposed New Lease
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Vacant
1 year
2 years
3 years
4 years
5 years
6 years
7 years
8 years
9 years
10 years
11 years
12 years
13 years
14 years
15 years
20 years
Website for Tenant (Background)
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Loan Metrics
Loan Amount
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The LVR sought is
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20%
25%
30%
35%
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
Loan Term Requested (Months)
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Target Interest Rate %
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Target Estab Fees %
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Repayment Type
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Interest Only
Principal & Interest
Capitalised
Acquisition Costs
0.00
Calculate
Approx Equity Contributed
0.00
Calculate
ICR using target interest rate
0.00
Calculate
WALE?
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Borrower & Sponsor Information
What is the borrower type?
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Company
Individuals
Partnership
Trust
Company or Trustee Name
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Full Trust Name
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How many individuals involved?
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1
2
3
What financial information will be supplied for the application
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Full Doc - all financials and tax returns
Lease Doc - rental information to be used for application
Low Doc - Self or Accountant Declaration to be used.
Director/Individual 1 Full Name
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Director/Individual 2 Full Name
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Director/Individual 3 Full Name
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Directors Guarantees
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Full Recourse to Directors
No Recourse
Upload Trust Deed
Supporting Documents
File Upload
Upload here items such as
- Valuation
- Tax Returns
- Lease Information
Credit History of Applicant
Answer the following. If you answer "Yes" to any questions, please explain below.
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Yes
No
Has the client been declared bankrupt within the past 7 years?
Yes
No
Does the clients have any judgements or credit issues?
Yes
No
Does the client have any taxation arrears? If so please provide details
Yes
No
If you answered yes to anything above provide details.
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