Loan Application Forms

Loan Application and Review Form (Residential Purchases and Refinance)

Commercial Loan Application Form (Commercial Deals)

Development Finance Fact Find (Property Development Finance)

If you are buying or refinancing, please take a few minutes to complete our application form.

By collecting your loan application information this then assists us to make product recommendations to you.  It is really important to complete each part of the form/s thoroughly as any missing information may delay the lender in processing your application on time.

Each page must be signed and dated declaring all information filled in is true and correct.

Below is a document check-list of supporting material the lender will require you to also submit.

You can either fax the documents to 03 9662 2044 or email them to info@perryfinance.com

*Tax file numbers on ALL pages of documents sent MUST be removed or blotted out. All bank and credit card statements must be on bank or lender letterhead. Internet copies are not acceptable.

QUICK Document checklist to send to us:

Application Form

100 Points of ID

Front page of Purchase Contract (exchanged copy before settlement)

Latest rates notices for all properties owned

For SELF-EMPLOYED & COMPANY applicants – ALL of the following:

- Last 2 Years Business Tax Returns*

- Last 2 Years Business Financial Statements (P&L, Balance sheet)*

- Last 2 Years Tax Returns of Directors/Partners/Guarantors*

Evidence of Income for PAYG applicants being:

- 2 Payslips (less than 1 month old)

- Letter of Employment (start date, employment status, income)

- 2 Latest Tax Notice of Assessments*

- 2 Latest Group Certificates or Payment Summaries*

Centrelink letter confirming Family Allowance, etc if applicable

Declaration of Income and/or Affordability Form(s)

Evidence of Rental Income (not from selling agent)

6 month Savings Statements*

Statuary Declaration of Gifted Funds (if applicable)

Last 6 Months Statements on Loans being refinanced*

3 Months Statements on Loans not financed*

Last 6 months Credit Card Statements*

Any queries you have when completing the forms, please contact our office on 03 9662 1999.