Oakmont Group Financial Services

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    Personal Details

    Applicant One

    Phone Number

    Applicant Two

    Phone Number

    Address

    Email

    Home No

    Mobile

    Dependants

    Ages

    Work History (Applicant One)

    Current Position Held

    Current Employer

    Current Length Of Employment

    Employee Number

    Ph. Confirming Officer

    Salary P.A.

    Status

    Work History (Applicant Two)

    Current Position Held

    Current Employer

    Current Length Of Employment

    Employee Number

    Ph. Confirming Officer

    Salary P.A.

    Status

    Purpose Of Loan

    PurchaseRefinancePre-ApprovalConstructionOwner OccupiedInvestmentCommercial

    Current Liabilities

    Facility

    Lender

    Balance/Limit ($)

    Monthly Repayment ($)

    Who's Liability Is It?

    Mortgage

    applicant 1applicant 2both

    Personal Loan

    applicant 1applicant 2both

    Credit Cards

    applicant 1applicant 2both

    Store Account

    applicant 1applicant 2both

    HECS

    applicant 1applicant 2

    Continuing Rent

    applicant 1applicant 2

    Assets

    Real Estate - Address

    Lender

    Value ($)

    Who's Asset Is It?

    applicant 1applicant 2both

    Deposit Funds

    Institution

    Value ($)

    Who's Asset Is It?

    applicant 1applicant 2both

    Shares

    Number of

    Value ($)

    Who's Asset Is It?

    applicant 1applicant 2both

    Superannuation

    Company

    Surrender Value ($)

    Who's Asset Is It?

    Insurance - Life Cover etc

    applicant 1applicant 2both

    Other

    applicant 1applicant 2both

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