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

 Purchase Refinance Pre-Approval Construction Owner Occupied Investment Commercial

Current Liabilities

Facility Lender Balance/Limit ($) Monthly Repayment ($) Who's Liability Is It?
Mortgage  applicant 1 applicant 2 both
Personal Loan  applicant 1 applicant 2 both
Credit Cards  applicant 1 applicant 2 both
Store Account  applicant 1 applicant 2 both
HECS  applicant 1 applicant 2
Continuing Rent  applicant 1 applicant 2

Assets

Real Estate - Address Lender Value ($) Who's Asset Is It?
 applicant 1 applicant 2 both
Deposit Funds Institution Value ($) Who's Asset Is It?
 applicant 1 applicant 2 both
Shares Number of Value ($) Who's Asset Is It?
 applicant 1 applicant 2 both
Superannuation Company Surrender Value ($) Who's Asset Is It?
Insurance - Life Cover etc  applicant 1 applicant 2 both
Other  applicant 1 applicant 2 both

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