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Embed code for: Documentary Requirements Checklist
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A detailed list of the documents in which you will require when applying for a home loan.
Bayside Finance Solutions | ABN 67 340 950 445 | Australian Credit Representative 467459 | Po Box 1062 Brighton Rd Elwood VIC 3184 | (03) 8518 4191 | email@example.com | Licensee Vow Financial Pty Ltd | ACN 138 789 161 | Australian Credit License 390261 | MFAA Full Member | Member of CIO DOCUMENTARY REQUIREMENTS CHECKLIST Please forward copies of any documents listed below that may be applicable to your loan application prior to your initial consultation. Your Finance Specialist can then prepare an assessment for you, thus speeding up the process. If you are unsure of anything, please contact firstname.lastname@example.org or (03) 8518 4191 Please Forward Required Supporting Documents To email@example.com PERSONAL INFO (100 points of Identification) ☐ Copy of Passport (with valid expiry date) of all applicants And ☐ Copy of Driver License (with valid expiry date) of all applicants INCOME PAYG (No older than 4 weeks) (Salary/Wages, Overtime, Car Allowance, Commissions, Shift Allowance, Salary Sacrifice/packaging, industry Payments, Directors Fees) ☐ Individual Notice of Assessment Issued By ATO – depending on banks (no older than 18 months) ☐ Last 3 Consecutive Payslips Detailing Base Salary (incl. Employer Name & ABN) And ☐ Bank Statements Evidencing Minimum 3 Months Consistent Salary Credits SELF EMPLOYED (no older than 18 months) ☐ Personal Tax Returns and Government Notice of Assessments for each applicant Or ☐ Partnership Tax Returns Or ☐ Trust or Company Tax Returns & Financial Statements (incl. Profit & Loss Accounts & Balance Sheet, where applicant/s have earned income from any of the above sources; Tax Return to be no older than 18 months) RENTAL INCOME (for Australian property) ☐ Most recent rental statement – No older than 4 weeks Or ☐ Rental appraisal letter for existing property not tenanted RENTAL INCOME (for Non- Australian property) ☐ Bank Statements evidencing minimum 6 months consistent rental credits PROPERTY PURCHASE ☐ Full, signed Purchase Contract/Offer (front page NSW only) including title details. (If applicable) ☐ Copy of Property Valuation (If available) CONSTRUCTION / PROGRESSIVELY DRAWN LOANS ☐ Council approved Plans and Specifications ☐ Building Contract or tender signed and dated by applicant(s) and builder ☐ Schedule of payments (may be included in building contract) ☐ Quotes for additional work signed, accepted and dated by applicant(s) and provider REFINANCE (documentation no older than 4 weeks from date of application) ☐ Secured: Last 6 months statements confirming a satisfactory conduct Or ☐ Unsecured: Last 3 months statements confirming satisfactory conduct (Credit Cards, Personal Loans & Store cards)