Digital onboarding form
Applicant 1
Personal details, address history and employment history.
Personal Details
Applicant 1
No dependents
Applicant 1's Residential History - Minimum 3 Years Required
We require a minimum of 3 years of address history. If you have been at your current address for less than 3 years, you must add your previous address(es) using the button below.
Current Address
Auto-filled from the Home Address in Personal Details
Please confirm: does the address history above cover at least the last 3 years?
Applicant 1's Employment History - Minimum 3 Years Required
We require a minimum of 3 years of employment history. Please ensure you provide enough current and/or previous employment entries to cover at least 3 years.
Please confirm: does the employment history above cover at least the last 3 years?
Applicant 2
Personal details, address history and employment history for the second applicant. Leave this part blank if you are applying on your own.
Personal Details
Applicant 2
No dependents
Applicant 2's Residential History - Minimum 3 Years Required
We require a minimum of 3 years of address history. If you have been at your current address for less than 3 years, you must add your previous address(es) using the button below.
Current Address
Auto-filled from the Home Address in Personal Details
Please confirm: does the address history above cover at least the last 3 years?
Applicant 2's Employment History - Minimum 3 Years Required
We require a minimum of 3 years of employment history. Please ensure you provide enough current and/or previous employment entries to cover at least 3 years.
Please confirm: does the employment history above cover at least the last 3 years?
Applicant 3
Personal details, address history and employment history for the third applicant.
Personal Details
Applicant 3
No dependents
Applicant 3's Residential History - Minimum 3 Years Required
We require a minimum of 3 years of address history. If you have been at your current address for less than 3 years, you must add your previous address(es) using the button below.
Current Address
Auto-filled from the Home Address in Personal Details
Please confirm: does the address history above cover at least the last 3 years?
Applicant 3's Employment History - Minimum 3 Years Required
We require a minimum of 3 years of employment history. Please ensure you provide enough current and/or previous employment entries to cover at least 3 years.
Please confirm: does the employment history above cover at least the last 3 years?
Applicant 4
Personal details, address history and employment history for the fourth applicant.
Personal Details
Applicant 4
No dependents
Applicant 4's Residential History - Minimum 3 Years Required
We require a minimum of 3 years of address history. If you have been at your current address for less than 3 years, you must add your previous address(es) using the button below.
Current Address
Auto-filled from the Home Address in Personal Details
Please confirm: does the address history above cover at least the last 3 years?
Applicant 4's Employment History - Minimum 3 Years Required
We require a minimum of 3 years of employment history. Please ensure you provide enough current and/or previous employment entries to cover at least 3 years.
Please confirm: does the employment history above cover at least the last 3 years?
Assets & Liabilities
Everything you own and everything you owe.
Total assets
$0
Total liabilities
$0
Net position
$0
Assets
Everything you own - property, savings, super, vehicles, shares. Add one at a time. When you press Done, the entry collapses into a small box. Tap any box to edit it again.
Liabilities
Everything you owe - home loans, credit cards, personal loans, HECS and more. Only the fields relevant to each liability type will appear.
Link loans to properties
Tick every property that secures each loan. A loan can be secured by more than one property (cross-collateralised), and a property can secure more than one loan.
Assets & Liabilities complete
Last step: your household and monthly living costs.
Living Expenses
Your household and what it costs to run each month.
Household
No dependents
Please confirm: are there more than 2 borrowers on this application?
$
Basic monthly living expenses
Primary residence
Includes home maintenance and repairs, electricity, gas, water, garden maintenance, council rates, housekeeper.
$/month
Phone, internet and media
Includes landline, internet, mobile phone, subscription services (e.g. Foxtel, Netflix, Stan, Spotify).
$/month
Food and groceries
Includes grocery shopping covering cigarettes, alcohol, restaurants and cafes, takeaway, delivery.
$/month
Recreation and holidays
Includes lifestyle and culture, newspapers, magazines, books, sports, hobbies, memberships (e.g. gym), gifts, holidays & airfares, donations.
$/month
Clothing and personal care
Includes clothes & shoes, hair & beauty.
$/month
Medical and health
Includes doctor, pharmacy, dentist, optical, physio, remedial, chiro, alternative therapies.
$/month
Transport
Includes registration, fuel, maintenance, roadside assist, parking & tolls, public transport, taxi, rentals.
$/month
Public education
Includes school fees (excl Private/Non-Government), uniform, books, excursions.
$/month
Higher education and vocational training
Includes professional development.
$/month
Childcare
Includes childcare, babysitting.
$/month
General insurance
Includes home & contents insurance, vehicle insurance, and travel insurance.
$/month
Total basic monthly living expenses$0
Additional monthly living expenses
Land tax on owner occupied principal place of residence
NSW Gov scheme where the property tax is paid in annual instalments instead of upfront. Excludes investment properties and secondary / holiday residences and those maintained for parents or children.
$/month
Strata fees and body corporate fees
For owner occupied/primary residence only (excl investment properties).
$/month
Private non-government school fees
Includes tuition fees, school fees and sports fees for private schooling, including independent schools (e.g. Catholic) and private tuition.
$/month
Child support maintenance payments
Financial support paid by one parent to the other, to help with the costs of a child aged under 18.
$/month
Private health insurance
$/month
Life accident illness insurance
Exclude all insurances already captured under general living expenses and those held in superannuation.
$/month
Secondary residence costs
Includes rates, taxes, levies, body corporate, maintenance and repairs, household items and utilities (excl insurance, telephone, internet).
$/month
Total additional monthly living expenses$0
Total monthly living expenses$0
Total monthly living expenses with rent / board$0
All done
Press Save as Excel below, then email the file to hello@buyvest.com.au
Are you a returning client wanting to update your old file?