Lenders require detailed information in order to make an informed decision about your borrowing. As a result there is a lot of detail to gather and is set out in the Client Fact Find form. You are able to complete the form in the comfort of your own home or alternatively you can come to our office and your broker will assist in completing the Client Fact Find.

You will find that nearly all the fields require an input.  This is because the information required is much more detailed than in the past.  If you attempt to submit the Client Fact Find without completing the mandatory fields the form will take you back to the fields that require input as shown below.

Be rest assured that all the information sought is required before a lender will proceed with their assessment of your application.

Please complete the whole application as best you can.  Should you have any questions, please call us on 1300 YOUR OPTIONS. 

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