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Ladr Money Fact-Find
Applicant Information
1st Applicant
First Name
*
Last Name
*
Date of Birth
*
Marital Status
*
Choose Marital Status
Single
Married
De Facto
Address
*
City
*
State/Province
*
ZIP / Postal Code
*
Is there a second applicant?
*
Yes
No
2nd Applicant
First Name
*
Last Name
*
Date of Birth
*
Marital Status
*
Choose Marital Status
Single
Married
De Facto
Address
*
City
*
State/Province
*
ZIP / Postal Code
*
Employment Details
1st Applicant
Employment Type
*
Full Time
Part Time
Contract
Self Employed
Casual
Home Duties
Are you under probationary period?
*
Yes
No
If Yes, length of probation remaining
*
2nd Applicant
Employment Type
*
Full Time
Part Time
Contract
Self Employed
Casual
Home Duties
Are you under probationary period?
*
Yes
No
If Yes, length of probation remaining
*
Property Details
Do you currently own any property?
*
Yes
No
Property Details
Property Details
Address
*
City
*
State/Province
*
ZIP / Postal Code
*
Estimated Market Value
*
Loan Amount
*
Interest Rate (%)
Occupancy Type
*
Owner-Occupied
Investment Property
Weekly Rental Income
*
Add another property
Remove property
Financial Position (Totals Only)
Assets
Total Savings Balance ($)
*
Total Share Portfolio Value ($)
*
Total Superannuation Balance ($)
*
Liabilities
Loan Type
*
Loan Type
Personal Loan
Vehicle Loan
Total Owing
*
Monthly Repayment
*
Add another loan
Remove loan
Credit Cards
Total Combined Credit Limits ($)
Income & Expenses
Applicant 1 Total Annual Gross Income
*
Applicant 2 Total Annual Gross Income
*
Estimated Total Monthly Living Expenses
*
Groceries, Transport, Utilities, etc.
Loan Requirements
What is your main financial goal?
*
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