Commercial property purchase

A quick fact find for your purchase and funding needs. Complete what you know; estimates are fine.

Client details

Full name *Email *PhoneBorrower name & ABN (if applicable)Borrowing structure

Property purchase

Property type *Property addressPurchase priceLoan amount requestedDeposit / funds availableSource of depositIntended useContract statusLease details / tenant / remaining termLoan preferences / purchase details

Income details

Income type

Existing property portfolio

Property 1

Owner / entity ABNProperty addressProperty typeEstimated valueLenderLoan balanceCurrent interest rate (%)Monthly repaymentOwner occupied or investment

Other liabilities

Liability 1

Liability typePersonal or businessLenderLoan amountInterest rate (%)Monthly repayment

Your advisers

Accountant / firmAccountant emailAccountant phoneSolicitor / conveyancer / firmSolicitor / conveyancer emailSolicitor / conveyancer phone

Credit history

Defaults, missed repayments or adverse credit?Insolvency or company administration?Outstanding ATO debts or payment arrangements?Recent declined applications or many credit enquiries?Credit file details / dates / explanations

Additional notes

Notes / priorities / anything else to know

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