Loop Financial Kick-Off Form for Property Finance

Let's start with the basics!
What is your legal name?*
First Middle Last
Phone*
Email*
Enter Email Confirm Email
How could we help you?*
Choose one or multiple
- Buying your First Home
- Reviewing your Home or Investment Loan/s
- Refinancing
- Buying an Investment Property
- Construction
- Debt consolidation
- Un-Tying Loans and Mortgages (cross securitisation)
- Trusts and Borrowing
- Self-Managed Super Fund (SMSF) and Borrowing
- Loan Protection, General Insurance and Risk Minimisation
- Estate Planning
- Buyers Advocacy
- Other
How did you hear about us?
Your relationship status*

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Tell us more about yourself
When were you born?*
Are you male or female?*
- Female
- Male
Residency status*
Please provide further detail on your Residency status*
Are you a first home buyer?*
- Yes
- No

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Tell us about your partner
Please advise your partners legal name*
First Middle Last
Partners Email Address*
Partners Phone Number*
Please advise your partners date of birth*
What is your partners residency status?*
Please provide further detail on your partners residency status*
Will your partner be included in your loan enquiry?*
- Yes
- No
- Not Sure
Do you have any one that depends on you?
AKA children?*

Please tell us about them?*

Please click the plus sign to add multiple people up to 18 years of age that are dependent on you and your income (eating your groceries!)

Name	Date of Birth	Relationship

Do you receive any support payments or maintenance?*
- Yes
- No
Please list any payments you receive and frequency*
Payment Description Amount Frequency

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Where are the places you’ve called home?
What’s your current home address?*
Unit & Street number Suburb State Postcode Country
What is your current housing situation?*
What rent do you pay per week?
Have you lived here 3 years or more?*
- Yes
- No
When did you move in?*
Previous Addresses*
Please advise any previous addresses to show where you have lived in the past 3 years. Please click the plus symbol to add multiple.
Address Suburb State Postcode How long did you live here?
Is your postal address the same as your address above?*
- Yes
- No
What is your postal address?*
Unit, Street or Post Office Box Number Street Suburb or Post Office State Post Code Country

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Now tell us about your income situation
Which one best describes you?*
- I’m PAYG employed e.g. someone pays my wage
- I’m Self Employed e.g. I generate my own income and pay my own taxes
- I’m not currently working
Occupational title*
Industry*
Name of current employer*
Employment start date*
Are you currently under probation?*
- Yes
- No
Probation expiry date*
Employment type*
Have you been with your employer 3 years or more?*
- Yes
- No
Occupation and/or Trade*
Industry*
Trading Type*
Franchise Name*
Trust Type*
Company Name*
Trust Name*
Director Details*
Trustee Details*
Australian Business Number (ABN)*
When did you start current work type?*
Have you been self-employed for at least 2 years?*
- Yes
- No
Please advise your past employment history*
Total history needs to equal 3 years or more.
Employer Role Duration Income Frequency
Gross Salary/Wage*
Before tax, but excluding Super, Commissions, Bonuses or Allowances.
Gross Salary/Wage Frequency*
- Weekly
- Fortnightly
- Monthly
- Annually
Do you receive any Commissions or Bonuses?*
- Yes
- No
Commissions or Bonuses*
Excluding Super
Commissions or Bonuses Frequency*
- Weekly
- Fortnightly
- Monthly
- Annually
Do you receive any Allowances?*
- Yes
- No
Allowances*
Excluding Super
Allowances Frequency*
- Weekly
- Fortnightly
- Monthly
- Annually
How would you rate your current job security?*
(The higher the number, the more secure you feel)
- I'm pretty sure I'll be CEO in no time (5)
- Me and the boss man? We're sweeeet. (4)
- I'm pretty comfy. (3)
- Have you heard something? (2)
- I'm a little freaked out here. H. E. L. P. (1)
How would you rate your current job security?*
(The higher the number, the more secure you feel)
- Business is booming (5)
- I'm pretty rock solid (4)
- I've got enough work, but could always use more (3)
- It's tough out there (2)
- What. Have. I. Done? H.E.L.P (1)
In the last financial year, have you lodged your personal and/or business tax returns?*
- Yes
- No
Please tell us more about why you’re not working*
Other Income Received
Please advise any other income you receive (excluding rental income). Please click the plus sign to add additional entries.
Type Amount Frequency
Do you receive any income?
Please advise any income you receive (excluding rental income). Please click the plus sign to add additional entries.
Type Amount Frequency

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Now tell us about your partners income situation
Which one best describes your partner?*
- They are PAYG employed e.g. someone pays their wage
- They are Self Employed e.g. They generate their own income and pay their own taxes
- They are not currently working
Occupational title*
Industry*
Name of current employer*
Employment start date*
Are they currently under probation?*
- Yes
- No
Probation expiry date*
Employment type*
Have they been with their employer 3 years or more?*
- Yes
- No
Occupation and/or Trade*
Industry*
Trading Type*
Trust Type*
Company Name*
Trust Name*
Director Details*
Australian Business Number (ABN)*
When did they start current work type?*
Have they been self-employed for at least 2 years?*
- Yes
- No
Please advise their past employment history*
Total history needs to equal 3 years or more.
Employer Role Duration Income Frequency
Wage*
Excluding Super, Commissions, Bonuses or Allowances
Wage Frequency*
- Weekly
- Fortnightly
- Monthly
- Annually
Do they receive any Commissions or Bonuses?*
- Yes
- No
Commissions or Bonuses*
Excluding Super
Commissions or Bonuses Frequency*
- Weekly
- Fortnightly
- Monthly
- Annually
Do they receive any Allowances?*
- Yes
- No
Allowances*
Excluding Super
Allowances Frequency*
- Weekly
- Fortnightly
- Monthly
- Annually
How would they rate their current job security?*
(The higher the number, the more secure they feel)
- I'm pretty sure I'll be CEO in no time (5)
- Me and the boss man? We're sweeeet. (4)
- I'm pretty comfy. (3)
- Have you heard something? (2)
- I'm a little freaked out here. H. E. L. P. (1)
How would they rate their current job security?*
(The higher the number, the more secure you feel)
- Business is booming (5)
- I'm pretty rock solid (4)
- I've got enough work, but could always use more (3)
- It's tough out there (2)
- What. Have. I. Done? H.E.L.P (1)
In the last financial year, have they lodged their personal and/or business tax returns?*
- Yes
- No
Please tell us more about why they’re not working*
Other Income Received
Please advise any other income they receive (excluding rental income). Please click the plus sign to add additional entries.
Type Amount Frequency
Do they receive any income?
Please advise any income they receive (excluding rental income). Please click the plus sign to add additional entries.
Type Amount Frequency

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Now onto what assets you own
How many properties do you currently own?*

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Property 1
Do you live here or is it a rental property?*
- Owner Occupied
- Rental/Investment Property
Address*
Unit & Street number City State Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type*
- Fixed
- Variable

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Property 2
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 3
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 4
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 5
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 6
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 7
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 8
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 9
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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Property 10
Address*
Unit & Street number Street City State / Province / Region Post Code Country
Type*
Title / Ownership Type*
Estimated Market Value*
Gross Rent Per Week*
Mortgage Lender(s)*
Outstanding Mortgage Amount*
Total Monthly Mortgage Repayments*
Interest Rate*
Interest Rate Type
- Fixed
- Variable

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WOW! 10+ Properties? Great work! Please let us know the same details for your other properties, separated by commas.*

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Tell us about your other assets?
Please add ALL assets to the list below. If you miss something out, it might affect your assessment. Remember house contents, boats, businesses, cars, caravans and more are all assets with value. As are superannuation balances, offset/account balances and share ownership. Please add to the list to support your enquiry and press the plus sign to add multiple lines.
Please list your assets below*
Asset Type Description Value

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Do you have any debts?
The National Consumer Credit Protection Act 2009 requires that we understand your current financial obligations ("liabilities") correctly - please think carefully and list all financial obligations that you currently have. Please add ALL liabilities below - if you miss something out, it might affect your assessment.
Do you have any other debts like Credit Cards, Personal Loans or Other?*
Other debts can include HECS.
Please add any liabilities*
Description Balance Limit Lender Monthly Repayment

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Tell us about your day-to-day living expenses
Yes, we need to understand your current expenses – these are the 'Basic' expenses that you need like food, electricity, water, travel to work, medicine etc. 'Other' expenses you normally spend could be school fees, holidays, going out, shopping etc.
What would you anticipate you spend on each of the below on a monthly basis? Please do not include investment property related expenses.
Rent (Lease payments)*
Utilities (Electricity, rates, gas, water, body corporate)*
Connections (Phone, mobile, internet, cable)*
Education (Child care, school fees, uniforms, activities)*
Food (Groceries, meat, fruit & vegetables)*
Transport (Public, petrol, insurance, rego, repairs)*
Medical (Private health insurance, medical bills)*
Insurances (Home, Personal, Life/TPD/Trauma, Super)*
Household (Purchases & maintenance)*
Entertainment (Dining out, movies, gifts, mag & books)*
Sports (Hobbies, participation & memberships)*
Other (Personal, pet care, savings for holiday, etc)*

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Thanks for hanging in there. You made it!
Please read our Legal Stuff and our Privacy Policy prior to submitting this form to us. By submitting this form you agree to all terms and conditions outlined.
Are there any other comments or information you would like to share?
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Kick-off Form

Let's start with the basics!

Tell us more about yourself

Tell us about your partner

Do you have any one that depends on you?

Where are the places you’ve called home?

Now tell us about your income situation

Now tell us about your partners income situation

Now onto what assets you own

Property 1

Property 2

Property 3

Property 4

Property 5

Property 6

Property 7

Property 8

Property 9

Property 10

Tell us about your other assets?

Do you have any debts?

Tell us about your day-to-day living expenses

Thanks for hanging in there. You made it!