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SMART Loan Fact Find

30 Min Breakthrough Strategy Fact Find Form

Step 1 of 4

25%
  • PURPOSE OF LOAN

  • PERSONAL DETAILS

  • DD slash MM slash YYYY
  • DD slash MM slash YYYY
  • (if different to Applicant 1)
  • enter name and age of dependants
    NameDate of Birth 
  • Enter name and age of dependants if different to Applicant 1
    NameDate of Birth 
  • CONTACT DETAILS

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    • EMPLOYMENT DETAILS

    • INCOME DETAILS

      Enter your Annual Income in fields below.
    • Exclude rental income
    • Exclude rent income
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      • ASSETS

        What do you own?
      • Including your existing home.
      • Enter the address/s of all property and their estimated values
        AddressValue $Rent Income $/per wkOwner Name 
      • Enter make, model and their estimated values
        MakeModelValue $ 
      • Enter Name of account, Provider and Balance
        NameKiwiSaver ProviderBalance $ 
      • LIABILITIES

        How much do you owe?
      • Bank / LenderAmount Owing $Repayments $/per mth 
      • BankLimit $Amount Owing $ 
      • From (Lender)Amount Owing $Repayments $/per mth 
      • FromLimit $Amount Owing $Repayments $/per mth 
      • From (Lender)Amount Owing $Repayments $/per mth 
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      • MONTHLY EXPENSES

        Enter your applicable monthly expenditure.
      • Enter Monthly Medical Expense
      • Enter Monthly Life Insurance Expense
      • Enter Monthly Income/Mortgage Protection Insurance Expense
      • Enter Monthly Child Support/Child Care Expense
      • Enter Monthly Contents Insurance Expense
      • Enter Monthly Motor Vehicle Insurance Expense
      • Enter Monthly Motor Vehicle Expense - includes Petrol, Maintenance WOF & Rego
      • Enter Monthly Rates Expense
      • Enter existing house insurance payments
      • Enter payments for any Superannuation or Kiwisaver payments.
      • Phone includes mobile and landlines
      • if applicable
      • Includes food, clothing, entertainment
      • MISCELLANEOUS

      • Taking into account your savings, holiday pay and sick leave entitlements
      • Taking into account your savings, holiday pay and sick leave entitlements
      • i.e. adverse credit history, money owing to you, selling an asset etc
      Save and Continue Later

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