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Information to bring to your home loan appointment

Home Loan Appointment

To enable your broker to qualify you for your new home loan more quickly, bring the following documents to your appointment:

Proof of Identity

  • Drivers Licence, Passport, Birth Certificate (or Extract of Birth), Citizenship Certificate or Proof of Permanent Residency NOTE: You must provide photo ID and proof of Australian Residency / Citizenship

Financial Information

  • Most current payslips covering at least one full month and being no more than 2 weeks old
  • Letter from your employer stating when you commenced work with the employer, the type of employment (full time, part time, casual, etc) and your gross income
  • If your current employment is less than 6 months then you will require Group Certificates or Employment Letter from your previous employer
  • Group Certificates (also called PAYG Summary) for the last year
  • Current bank statements for the last 3 months on all accounts – you must include transactions for the last 30 days (internet printouts are ok only if you provide a bank statement that has your name, address and account number as well)
  • Current credit card /store card statements for the latest month and verifying credit limit (again internet printouts are ok only if you provide a bank statement that has your name, address and account number as well)
  • Loan Contracts: please provide a copy of any currently operating Loan Contracts and statements for the most recent three months for each – showing payments
  • Receipt(s) for deposits paid on your house and or land
  • Fully signed Offer and Acceptance Document (if you have already signed one).

If Self Employed

  • Tax Returns for previous financial year (interim financials may also be required) including Tax Assessment notices

If Applicable

  • Marriage Certificate.
  • Statutory Declarations concerning gifted funds for fees etc.
  • (By donor and recipient)
  • Confirmation of any Centrelink Monies – received or paid
  • Confirmation of any Child Maintenance – received or paid
  • Confirmation of any HECS debt
  • Confirmation of any rental income received

If you are looking for more information on the types of home loans we can help you with read more here, or give us a call 08 6234 6400

How we've helped our clients...

"Starting up a new business isn’t easy, with so many things to think about it can be quite a stressful process. With the services of Lend Me Asset Finance and Locate Me, they have really helped to take this stress away in the way of meeting me on my job sites to sign documents and dealing directly with the Car Dealers, Bobcat Dealers and even my accountant.

The guys at Lend Me really do take the time to listen to what you are after and work in to suit you and make the transaction so simple and convenient, I can’t thank them enough! I’ve also recommended their services to 3 friends already and have only had good feedback. Lend Me have certainly gained a client for life! Reece"

"Hi there, Saturday just gone, I picked up my dream car, a 2013 black lancer LX.

I'd like to take this chance to say Lend Me Car Loan customer service was by the far the best I have ever received. What I thought was going to be tough work turned out to be the opposite. The process easy, simple and quick for me, she did the hard yards... I will be recommending friends and family... Thanks again! Regards, Stephanie"

I just wanted to say thank you... This has been the smoothest process. You and the other girls I dealt with at Lend Me Home Loans were so friendly and so efficient with everything, I felt like I was the only customer you were dealing with.

I will definitely be raving on to loads of people about Lend Me and the great service you provide.

I am stoked, this will take so much pressure off and will seriously change our lives... we can actually get ahead on payments and start saving some more money.

Thanks again, Kath :)

"Emily & I just want to take this opportunity to say a very big thank you for seeing us through our first home purchase and home loan, you have been a massive help not to mention getting us out of a sticky situation. We will definitely be in touch in the near future and will refer/recommend you to our family & friends if looking out for a friendly, helpful and reliable mortgage broker.

Take care and speak soon. Matt & Emily" 

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