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Introducer Application Pack

Please completee ALL sections of the application in BLOCK letters

Track your applications online via Introducer Net site: introducer.westpac.net.au

Broker Processing Unit phone number: 1300 130 928

Attach your signed application and supporting documents to Apply Online and submit for the Westpac Broker Partnership Unit to action.

Electronic Lodgement.

If lodged electronically:

You DO NOT need to send pages 2 to 13

Place Lender ID below

Nominated branch for document signing.

Branch name/BSB number (Note: if applicable)

Introducer Net details branches staffed with Banking Services Representatives, which are to be utilised for documentation signing

Applicant details.

Surname

BDM details.

Business Development Manager's name

Introducer details (all fields mandatory).

Introducer ID

Name

Company/Aggregator:

Phone number

Fax number

Mobile Number

Email Address

Dates

Financial clause expiry date

Estimated settlement date

Customer contribution

Where is customer's contribution coming from?

Savings/Bank Account

Sale of existing property

Equity in existing property

Other - describe

Packages

Premier Advantage Package

Other:

Other

XRO (Priority Refinance)

Solicitor/Conveyancer details

Name:

Address:

Postcode:

Phone no:

Email:

PACKAGE/PROMOTION: Premier Advantage Package

Other (describe)

You have entered the following application structure. Please check carefully.

BORROWERS/GUARANTORS common to all loans described below:

LOAN PRODUCTS:

Loan 1: Product Name:

Loan Purpose:

Amount:

Payment Type: Loan Term (years):

IO Term (years): Fixed Rate Term (years):

Loan 2: Product Name:

Loan Purpose:

Amount:

Payment Type: Loan Term (years):

IO Term (years): Fixed Rate Term (years):

Loan 3: Product Name:

Loan Purpose:

Amount:

Payment Type: Loan Term (years):

IO Term (years): Fixed Rate Term (years)

SECURITIES - All above products are collaterally secured by the following properties:

Loan Application

For Home Loans, Investment Property Loans and Equity Loans for residential

and consumer purposes only (i.e. excluding predominant business purposes).

Before you sign this form, please read the Acknowledgements and Consents

of this form.

Office Use Only

Z no.

App. no

Personal details - Person 1.

Title (eg Mr, Ms) -

Family name

First name

Middle name(s)

Date of birth

Gender

Driver's licence no.

Marital status

No. & age of dependants, excluding spouse

Existing customer?

If Yes: for how long?

Provide any BSB/account no.

My current residential address is:

Postcode

Country (if not Australia)

Date moved there (specify month and year)

My current residential status is:

Home has mortgage Rent/Board

Own home Live with parents/relatives

First home buyer? Yes No

Resident of (if not Australia)

Home phone number

Mobile phone number

Postal address (leave blank if the same as your

residential address)

Postcode

Country (if not Australia)

Previous residential address (complete if you have been

at your current address for less than 3 years - full 3 year

history required)

Postcode

Country (if not Australia)

Date moved there

From // To //

Previous residential status is:

Home has mortgage Rent/Board

Own home Live with parents/relatives

Employer/Accountant details - Person 1.

Full name of Person 1

Employment details - Person 1.

Give details of your main job only. Attach details of

additional jobs.

The title of my job is:

Self employed? Yes No

My employment is:

Full-time

Part-time

Temporary

Casual

Unemployed Recipient

Social Security

Student

Home duties

Family business

Retired

Other

Employer's name

Employer's address

Postcode

Country (if not Australia)

Contact name

Contact number

Work phone number

Time at current employment From //

Accountant's details - Person 1.

Accountant's name (leave blank if you do not have

an accountant)

Accountant's address

Postcode

Country (if not Australia)

Accountant's phone number

Accountant's fax number

Previous employment details - Person 1.

Complete if you have worked for your current employer

for less than 3 years. Give details of your main job only.

FULL 3 YEARS HISTORY of previous employment must

be provided.

Previous job title

Self employed? Yes No

My previous employment was:

Full-time

Part-time

Temporary

Casual

Unemployed Recipient

Social Security

Student

Home duties

Family business

Retired

Other

Previous employer's name

Previous employer's address

Postcode

Country (if not Australia)

Date moved there

From// To//

Current income details - Person 1.

Gross Annual Income.

Assessable Income (Before tax)

$

(If self-employed, transfer figure from Self-Employed Worksheet)

My monthly income.

(money you receive) $ per month

Wage or salary AFTER tax
Social security - specify type:
Private pension
Interest income
Other income - specify type: (e.g. Bonus Director's Fees, Dividends etc)

My monthly expenses*

(money you spend - do not include loan repayments)

Rent/Board (which you will continue to pay after drawing this loan)
Child Maintenance/Alimony
Owner Occupied Primary Residence Land Tax, Body Corp & Strata Fees (e.g. land tax, body corporate and strata fees on owner-occupied principal place of residence (excluding investment properties, secondary residences, and properties maintained for other purposes such as holiday properties or residences maintained for parents or children))

Reason for $0.00 expense

Secondary Residence/Holiday Home Costs (Including Insurance) (e.g. costs associated with any secondary residences, either rented or owned for non-investment purposes, such as a holiday property that is not rented to generate income, or a property that family members (parents or children) are allowed to live in rent-free. Includes rates, taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and other household costs for fixtures and fittings.)

Reason for $0.00 expense
Investment Property Costs (Including Insurance) (e.g. housing and property expenses on investment property including rates, taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and household costs for fixtures and fittings
Reason for $0.00 expense
Clothing/Personal Care (e.g. clothing, footwear, cosmetics, personal care)
Reason for $0.00 expense
Groceries (e.g. typical supermarket shop for groceries including food and toiletries)
Reason for $0.00 expense
Medical/Health (Excluding Health Insurance) (e.g. medical and health costs including doctor, dental, optical and pharmaceutical etc. (excluding health insurance which is categorised under 'Insurance (Life, Health, Sickness and Personal Accident)'))
Reason for $0.00 expense
Childcare Fees (e.g. childcare including nannies)
Reason for $0.00 expense
Public or Government Primary & Secondary Education Costs (e.g. education fees, books, uniforms and associated costs for public schooling (preschool, primary or secondary))
Reason for $0.00 expense
Private Schooling & Tuition Costs (e.g. tuition fees, school fees, sports fees, books, uniforms and associated costs for private schooling, including independent schools (Catholic or non-Catholic), private tuition (such as Kumon and Kip McGrath) and compulsory age kindergarten/reception/pre-primary/prep
Reason for $0.00 expense
Higher Education & Vocational Training Costs (e.g. fees, accommodation, books and associated costs for higher education (tertiary) and vocational training e.g. university, TAFE, business college, drama, music, dance (excluding HECS))
Reason for $0.00 expense
Insurance (Life, Health, Sickness and Personal Accident) (e.g. hospital, medical and dental health insurance, sickness and personal accident insurance, life insurance)
Reason for $0.00 expense
Insurance (Excluding Life, Health, Sickness and Personal Accident) (e.g. insurance costs such as personal belongings, travel and ambulance insurance, as well as any compulsory insurance of motor vehicles (combined insurance and registration) other than recreation vehicles, excluding property related insurance costs (building, contents etc) as well as life
Reason for $0.00 expense
Telephone/Internet/PayTV/Media Streaming Subscriptions (e.g. telephone accounts (home and mobile), internet, pay TV and media streaming subscriptions)
Reason for $0.00 expense
Transport (e.g. public transport and motor vehicle running costs including fuel, servicing, parking and tolls (excluding motor vehicle insurance which is categorised under insurance))
Reason for $0.00 expense
Recreation/Entertainment (e.g. recreation and entertainment including alcohol, tobacco, gambling, restaurants, membership fees, pet care, holidays)
Reason for $0.00 expense
Primary Residence Costs (Including Insurance) (e.g. housing and property expenses associated with the applicant's primary residence, either owned or rented. Includes rates, levies, repairs and maintenance, insurance (building, contents etc), all other utilities and other household costs for fixtures and fittings (excluding land tax, body corporate and strata fees, telephone, internet and pay TV))
Reason for $0.00 expense
Other regular or recurring expenses Any other regular or recurring expenses not covered by the specific categories above (e.g. holidays, purchase and maintenance of recreation vehicles (caravan, boat etc), cleaning or gardening services, etc.)
Details of expense

Completion of My Monthly Expenses is mandatory

Personal details - Person 2.

Title (eg Mr, Ms) -

Family name

First name

Middle name(s)

Date of birth

Gender

Driver's licence no.

Marital status

No. & age of dependants, excluding spouse

Existing customer?

If Yes: for how long?

Provide any BSB/account no.

My current residential address is:

Postcode

Country (if not Australia)

Date moved there (specify month and year)

My current residential status is:

Home has mortgage Rent/Board

Own home Live with parents/relatives

First home buyer? Yes No

Resident of (if not Australia)

Home phone number

Mobile phone number

Postal address (leave blank if the same as your

residential address)

Postcode

Country (if not Australia)

Previous residential address (complete if you have been

at your current address for less than 3 years - full 3 year

history required)

Postcode

Country (if not Australia)

Date moved there

From // To //

Previous residential status is:

Home has mortgage Rent/Board

Own home Live with parents/relatives

Employer/Accountant details - Person 2.

Full name of Person 1

Employment details - Person 1.

Give details of your main job only. Attach details of

additional jobs.

The title of my job is:

Self employed? Yes No

My employment is:

Full-time

Part-time

Temporary

Casual

Unemployed Recipient

Social Security

Student

Home duties

Family business

Retired

Other

Employer's name

Employer's address

Postcode

Country (if not Australia)

Contact name

Contact number

Work phone number

Time at current employment From //

Accountant's details - Person 1.

Accountant's name (leave blank if you do not have

an accountant)

Accountant's address

Postcode

Country (if not Australia)

Accountant's phone number

Accountant's fax number

Previous employment details - Person 1.

Complete if you have worked for your current employer

for less than 3 years. Give details of your main job only.

FULL 3 YEARS HISTORY of previous employment must

be provided.

Previous job title

Self employed? Yes No

My previous employment was:

Full-time

Part-time

Temporary

Casual

Unemployed Recipient

Social Security

Student

Home duties

Family business

Retired

Other

Previous employer's name

Previous employer's address

Postcode

Country (if not Australia)

Date moved there

From// To//

Current income details - Person 1.

Gross Annual Income.

Assessable Income (Before tax)

$

(If self-employed, transfer figure from Self-Employed Worksheet)

My monthly income.

(money you receive) $ per month

Wage or salary AFTER tax
Social security - specify type:
Private pension
Interest income
Other income - specify type: (e.g. Bonus Director's Fees, Dividends etc)

My monthly expenses*

(money you spend - do not include loan repayments)

Rent/Board (which you will continue to pay after drawing this loan)
Child Maintenance/Alimony
Owner Occupied Primary Residence Land Tax, Body Corp & Strata Fees (e.g. land tax, body corporate and strata fees on owner-occupied principal place of residence (excluding investment properties, secondary residences, and properties maintained for other purposes such as holiday properties or residences maintained for parents or children))

Reason for $0.00 expense

Secondary Residence/Holiday Home Costs (Including Insurance) (e.g. costs associated with any secondary residences, either rented or owned for non-investment purposes, such as a holiday property that is not rented to generate income, or a property that family members (parents or children) are allowed to live in rent-free. Includes rates, taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and other household costs for fixtures and fittings.)

Reason for $0.00 expense
Investment Property Costs (Including Insurance) (e.g. housing and property expenses on investment property including rates, taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and household costs for fixtures and fittings
Reason for $0.00 expense
Clothing/Personal Care (e.g. clothing, footwear, cosmetics, personal care)
Reason for $0.00 expense
Groceries (e.g. typical supermarket shop for groceries including food and toiletries)
Reason for $0.00 expense
Medical/Health (Excluding Health Insurance) (e.g. medical and health costs including doctor, dental, optical and pharmaceutical etc. (excluding health insurance which is categorised under 'Insurance (Life, Health, Sickness and Personal Accident)'))
Reason for $0.00 expense
Childcare Fees (e.g. childcare including nannies)
Reason for $0.00 expense
Public or Government Primary & Secondary Education Costs (e.g. education fees, books, uniforms and associated costs for public schooling (preschool, primary or secondary))
Reason for $0.00 expense
Private Schooling & Tuition Costs (e.g. tuition fees, school fees, sports fees, books, uniforms and associated costs for private schooling, including independent schools (Catholic or non-Catholic), private tuition (such as Kumon and Kip McGrath) and compulsory age kindergarten/reception/pre-primary/prep
Reason for $0.00 expense
Higher Education & Vocational Training Costs (e.g. fees, accommodation, books and associated costs for higher education (tertiary) and vocational training e.g. university, TAFE, business college, drama, music, dance (excluding HECS))
Reason for $0.00 expense
Insurance (Life, Health, Sickness and Personal Accident) (e.g. hospital, medical and dental health insurance, sickness and personal accident insurance, life insurance)
Reason for $0.00 expense
Insurance (Excluding Life, Health, Sickness and Personal Accident) (e.g. insurance costs such as personal belongings, travel and ambulance insurance, as well as any compulsory insurance of motor vehicles (combined insurance and registration) other than recreation vehicles, excluding property related insurance costs (building, contents etc) as well as life
Reason for $0.00 expense
Telephone/Internet/PayTV/Media Streaming Subscriptions (e.g. telephone accounts (home and mobile), internet, pay TV and media streaming subscriptions)
Reason for $0.00 expense
Transport (e.g. public transport and motor vehicle running costs including fuel, servicing, parking and tolls (excluding motor vehicle insurance which is categorised under insurance))
Reason for $0.00 expense
Recreation/Entertainment (e.g. recreation and entertainment including alcohol, tobacco, gambling, restaurants, membership fees, pet care, holidays)
Reason for $0.00 expense
Primary Residence Costs (Including Insurance) (e.g. housing and property expenses associated with the applicant's primary residence, either owned or rented. Includes rates, levies, repairs and maintenance, insurance (building, contents etc), all other utilities and other household costs for fixtures and fittings (excluding land tax, body corporate and strata fees, telephone, internet and pay TV))
Reason for $0.00 expense
Other regular or recurring expenses Any other regular or recurring expenses not covered by the specific categories above (e.g. holidays, purchase and maintenance of recreation vehicles (caravan, boat etc), cleaning or gardening services, etc.)
Details of expense

Completion of My Monthly Expenses is mandatory

Assets (what I own) - all people.

Complete for ALL people applying for the loan.

List all assets individually or jointly owned - attach details if there is insufficient space

My real estate property assets are:(do not include properties being purchased with this transaction)

Address of the property	Property description e.g. house, unit, etc	Situation	Property ownership (%)	Market value	Property used as security?
Property 1			Person 1 % Person 2 % Other %	$
Property 2			Person 1 % Person 2 % Other %	$
Property 3			Person 1 % Person 2 % Other %	$

* Other - please attach a list describing the arrangement, including the percentage of ownership.

My cheque, savings, term deposit and other accounts are:

Name of institution e.g. name of bank, building society, etc	Account type e.g. cheque, savings, etc	Owner	Current balance
			$
			$
			$
			$

My investments, including superannuation, life insurance, shares, unit trusts, etc are:

Name of institution e.g. name of super fund, insurance company, etc	Investment type e.g. super, insurance, shares, etc	Owner	Current cash balance
			$
			$
			$

My motor vehicles are:

Make and model	Year built	Year built	Market value
			$
			$

My other assets, including household items and personal effects, cash, boats, tools of trade, etc are:

Brief description of other assets. Do not provide a detailed list of assets	Owner	Market value
		$
		$
		$

Liabilities (what I own) - all people.

Complete for ALL people applying for the loan. List all liabilities whether individually or jointly liable - Attach details if there is insufficient space

My housing loans, overdrafts and other loans (including those for my business/company) that are secured by mortgages are:

Address of security property	Name of lender and account number	Interest rate per annum	Monthly repayment left	Borrower	Debt to be cleared (C) or reduced (R) or not clearing (N) with the requested loan	Amount to be repaid with this loan	Current Limit	New Limit	Total Remaining Term (Mths)	Monthly Fee	Is loan: Bridging or Reverse Mtge ICAP (BRC), or Bridging or Reverse Mtge IO (BRI), or Line of Credit (L) or None of above (N)
Current Amount Owing	New Amount Owing	Total Remaining Term (Mths)
		%	$						$
		%	$						$
		%	$						$
		%	$						$
		%	$						$

My credit cards, store cards, unsecured overdrafts, lines of credit, margin loans, etc are:

Include details of credit cards, store cards, etc even if you have a nil balance

Name of lender e.g. name of bank, store, etc	Credit type e.g. MasterCard, Visa etc	Credit Limit	Monthly repayment left (Office Use)	Borrower	Debt to be cleared (C) or reduced (R) or not clearing (N) with the requested loan	Amount to be repaid with this loan	Amount owing	New amount owing or limit (whichever is greater)
		$	$			$	$	$
		$	$			$	$	$
		$	$			$	$	$
		$	$			$	$	$
		$	$			$	$	$

Liabilities (what I own) - all people (continued).

My other liabilities with monthly repayments including personal loans, business loans, vehicle leases, hire purchase, commercial bills, tax debt payment plans, etc are:

Name of lender e.g. name of bank, store, etc	Credit type e.g. personal loan, lease, HP, etc	Credit Limit	Monthly repayment left	Borrower	Debt to be cleared (C) or reduced (R) or not clearing (N) with the requested loan	Amount to be repaid with this loan	Amount owing	New amount owing
		$	$			$	$	$
		$	$			$	$	$
		$	$			$	$	$
		$	$			$	$	$
		$	$			$	$	$

My other liabilities, including other tax liabilities, HECS/HELP, Trade Support Loans, guarantees on loans/leases, other contingent liabilities, etc are:

Brief description of other liabilities	Debtor/ Guarantor	Debt to be cleared (C) or reduced (R) or not clearing (N) with the requested loan	Amount to be repaid with this loan	Amount owing	New amount owing
			$	$	$
			$	$	$
			$	$	$
			$	$	$
			$	$	$