Finance Application

1

Borrowing Entity

2

Applicant

3

Equipment

4

Entity A&L

5

Individual A&L

6

Confirm

The Borrowing Entity

1. What is the business structure of the borrowing entity?

Pty Ltd

Trust

Partnership

Sole Trader

2. Have you been trading for at least 2 years?

Yes

No

We'll also need your previous employment details:

Previous Employer:

Occupation:

How long were you with the Previous Employer?

3. Borrowing Entity Details:

Company/Trading Name:

ABN:

ACN:

Year Business Established:

Industry:

Years in Industry:

Nature of Business Activities:

4. Addresses & Contact:

Registered Street Address:

Registered Suburb:

Registered Post Code:

Registered State:

Is your Registered Address the same as your Postal Address?

Same as Registered Address

Enter a Different Postal Address

Postal Street Address:

Postal Suburb:

Postal Post Code:

Postal State:

Contact Person Name:

Contact Person Email:

Business Phone Number

Next Step

1

Borrowing Entity

2

Applicant Details

3

Equipment Details

4

Entity A&L

5

Individual A&L

6

Confirm

Applicant Details

Applicant Type:

Director

Guarantor

Individual

Full Name

Date of Birth (dd/mm/yyyy)

Street Address:

Suburb:

Post Code:

State:

Have they lived here for at least 2 years?

Yes

No

Previous Street Address:

Previous Suburb:

Previous Post Code:

Previous State:

Phone Number:

Work Phone:

Drivers Licence Number:

Licence Expiry (mm/yyyy)

Martial Status:

Married

Single

De-facto

Number of Depenants

Delete this applicant

Add another Applicant/Guarantor/Individual

Next Step

1

Borrowing Entity

2

Applicant Details

3

Equipment Details

4

Entity A&L

5

Individual A&L

6

Confirm

Equipment Details

Assets:

Property:

Supplier:

Description of Asset:

Purchase Price:

$

Loan Required:

$

Delete this asset

Add another Asset

Next Step

1

Borrowing Entity

2

Applicant Details

3

Equipment Details

4

Entity A&L

5

Individual A&L

6

Confirm

Company/Trust Entity A&L

Assets:

Liabilities

Property Assets

Full Address

Value:

$

Property Liabilities

Mortgaged With:

Monthly Payment

$

Balance

$

Limit

$

Delete this Property

Add another Property

Plant & Vehicle Assets

Asset Type:

Make:

Model:

Year:

Value:

$

Plant & Vehicle Liabilities

Loan With:

Monthly Payment

$

Balance

$

Limit

$

Delete this Plant / Vehicle

Add another Plant / Vehicle

Other Assets

Business Equipment:

Insured With:

Equipment Value:

$

Cash and Investments with:

Cash and Investment Value:

$

Shares:

Shares Value:

$

Loans Out To:

Loans Out Value:

$

Other (specify):

Other Value:

$

Other (specify):

Other Value:

$

Other Liabilities

Business Term Loan:

Monthly Payments:

$

Balance:

$

Limit:

$

Bank Overdraft:

Monthly Payments:

$

Balance:

$

Limit:

$

Trade Creditors:

Monthly Payments:

$

Balance:

$

Limit:

$

Credit Card Lender

Monthly Payments:

$

Balance:

$

Limit:

$

Credit Card Lender

Monthly Payments:

$

Balance:

$

Limit:

$

Other Liability

Monthly Payments:

$

Balance:

$

Limit:

$

Other Liability

Monthly Payments:

$

Balance:

$

Limit:

$

Totals

Total Assets:

$

Total Liabilities:

$

Total Surplus (Assets-Liabilities):

$

Please State your Current Income:

Gross Sales:

$

Net Income:

$

Addbacks: Depreciation/Interest

$

Next Step

1

Borrowing Entity

2

Applicant Details

3

Equipment Details

4

Entity A&L

5

Individual A&L

6

Confirm

Individual A&L

Assets:

Liabilities

Property Assets

Full Address

Value:

$

Property Liabilities

Mortgaged With:

Monthly Payment

$

Balance

$

Limit

$

Delete this Property

Add another Property

Vehicle Assets

Make:

Model:

Year:

Value:

$

Vehicle Liabilities

Loan With:

Monthly Payment

$

Balance

$

Delete this Plant / Vehicle

Add another Vehicle

Other Assets

Personal Effects/Furniture Insured With:

Personal Effects/Furniture Value:

$

Savings/Cash at Bank With:

Savings/Cash at Bank Value:

$

Superannuation Fund:

Superannuation Value:

$

Other (specify):

Other Value:

$

Other (specify):

Other Value:

$

Other Liabilities

Credit Card Lender

Monthly Payments:

$

Balance:

$

Limit:

$

Credit Card Lender

Monthly Payments:

$

Balance:

$

Limit:

$

Other Liability

Monthly Payments:

$

Balance:

$

Limit:

$

Other Liability

Monthly Payments:

$

Balance:

$

Limit:

$

Totals

Total Assets:

$

Total Liabilities:

$

Total Surplus (Assets-Liabilities):

$

Please State your Current Income:

Gross Sales:

$

Net Income:

$

Addbacks: Depreciation/Interest

$

Next Step

Edit Finance Amount