Refinance Survey Form

Refinance

What type of interest rate are you on? (please select the interest rate type for your biggest loan if you have multiple loans or a split loan)

Variable

Fixed

When does your fixed rate expire?

How much do you still owe on your loan? (an estimate is fine)

What is your interest rate?

What are your current repayments?

Period

How many years left on your loan?

What type of repayments do you make?

Principal & Interest

Interest Only

Who is your home loan with?

What is the estimated value of your property?

How are you using this property?

To live in

As an investment

Where is your property located?

How many people will be on this loan?

What is the yearly income for all applicants (before tax)?

Are any of the applicants self employed?

Yes

How many children or dependents do you support?

First Name

Last Name

Phone/Mobile