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Client Checklist
The following is a checklist of documents needed when submitting an application to a lender.
You will require copies of:
- Drivers Licence showing your current address. (Front and Back)
- Two other forms of ID (passport, credit card, debit card, boat licence etc.)
- Current council rates notice or two current rent receipts.
- Two most recent payslips, or fully signed letter of employment/contract.
- If you are self-employed, please supply your most current profit and loss statement and your balance sheets. Your latest tax return can be no older than 2 years.
- Name, address and telephone numbers of two friends or relatives who do NOT live with you, for references.
Other Requirements (if applicable)
- Full comprehensive car insurance details. A certificate of currency is required with the finance company name stated. (Moneys will NOT be released without this form).
- Confirmation of banking details, showing account name, BSB number, account number and account holders name. (This will be for your direct debit authority).
For Refinance Loans
You will also need:
- Last 6 months of loan statements of ANY loans being refinanced
- Current payout figure or loan balance
- Copy of current finance contract
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