MMQ | Applicant 1: Initial Enquiry Form

Applicant 1: Initial Enquiry 

Applicant 1: Title

Applicant 1: Full Name

Applicant 1: Marital Status

Applicant 1: Date of Birth

Applicant 1: Mobile

Applicant 1: Email

Applicant 1: Drivers Licence Issue Date

Applicant 1: Drivers Licence Expiry Date

Applicant 1: Drivers Licence no.

Applicant 1: How many dependants

Applicant 1: Age of dependants

Applicant 1: Permanent Residency? Y/N

Applicant 1: Country of Citizenship

Applicant 1: Residency of any other country for tax purposes?

Applicant 1: Are you a First Home Buyer? (never owned a property before that you lived in)

Applicant 1: Current Residential Address

Applicant 1: Date moved in

Applicant 1: Employer Name

Applicant 1: Employer Phone

Applicant 1: Employer Email

Applicant 1: Employer Address

Applicant 1: Employment type

Applicant 1: Job Title

Applicant 1: Start date

Applicant 1: If less than 3 years employment history, please provide all details for previous employer/s

Applicant 1: If Self Employed - Name of Business

Applicant 1: Self Employed - Nature of Business

Applicant 1: Self Employed - Business type

Applicant 1: Self Employed - Job Title

Applicant 1: Self Employed - Business Address

Applicant 1: Self Employed - Years Trading

Applicant 1: Self Employed - ABN

Applicant 1: Self Employed - Name of accountants firm

Applicant 1: Self Employed - Accountants name

Applicant 1: Self Employed - Accountant Phone

Applicant 1: List all current properties - Address

Applicant 1: Property value

Applicant 1: Owner occupied/Investment?

Applicant 1: Date purchased

Applicant 1: Weekly rent received if investment

Applicant 1: List details for any other properties

Applicant 1: Total current savings

Applicant 1: Are the savings genuine – saved consistently over at least 3 months – not a lump sum Y/N?

Applicant 1: List all current mortgages - Lender

Applicant 1: Current loan balance

Applicant 1: Repayment amounts

Applicant 1: Repayment frequency

Applicant 1: Related asset

Applicant 1: Remaining term

Applicant 1: Refinancing Y/N?

Applicant 1: Loan acc name

Applicant 1: BSB

Applicant 1: Loan acc number

Applicant 1: List any other loan details

Applicant 1: Credit Cards - Lender

Applicant 1: Balance

Applicant 1: Limit

Applicant 1: Acc name

Applicant 1: Acc number

Applicant 1: List all Afterpay, Zippay, and any buy now pay later acc details

Applicant 1: List all Personal Loans - Lender

Applicant 1: Current balance

Applicant 1: Repayment amount

Applicant 1: Repayment frequency

Applicant 1: Remaining term

Applicant 1: Loan acc name

Applicant 1: BSB

Applicant 1: Loan acc number

Applicant 1: Weekly rent or board if any

Applicant 1: List any other regular commitments, frequency and amount

7. Security property address

“Paul Menti was as professional as he was patient. Our situation was not easy, yet he pressed through the entire process with us, and I will certainly be giving him my further business and any referrals”
Peter & Debra Urquhart
“Thanks very much for your assistance in this matter, we both really appreciate the way you made everything run so smoothly ad we absolutely love our new place!!”
Emily Rehm
“Jon and I just wanted to say a big huge thank you for all the hard work that you put in while you were securing our mortgage. Due to your high levels of professionalism you made the whole process as painless as possible.
We are now settling into our new home and loving it. So we wanted to take the time out to thank you again. We look forward to doing more business with you in the future and recommending you to all of our friends. Thanks a million!”
Aveen & Jon Kerr
“Hi Paul, Thank you for your assistance with my loan. At 79yrs it isn’t easy to find a lender but you persisted until you found Vision Equity. Not satisfied with just anything but searching to find an equitable loan at the best interest possible. I truly appreciate all the time you have taken to ensure that everything went as smoothly and as quickly as possible (Even with a few obstructive actions by a company that will remain anonymous) and for constantly keeping me in the loop letting me know how we were progressing right up to settlement and what the final disbursements were. I have no hesitation in recommending you to friends and family. All good wishes.”
Margaret
“Paul Menti is someone you need to know. I can personally recommend Paul as he’s been my family’s rock when it’s come to our financial matters over the past decade or so. Great to know he has my back. Thank you Paul you’re a champion.”
Lynda Hunter

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