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Commercial property · Client fact find

Your commercial property fact find

Tell us about the property, the borrowing entity and the business behind it.

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Thanks. We’ve received your fact find. Your broker will review it and contact you within one business day about next steps and anything still outstanding. Questions? Call 0415 319 443.
What is this loan for?(required)
Property type(required)
How will the property be used?(required)
Who will own the property?(required)
Any ATO debt?(required)
Any credit history issues in the last 7 years?(required)

Upload your documents securely to our Microsoft OneDrive. The link opens in a new tab. You can upload several files at once and come back to add more at any time. You won’t be able to see anyone else’s files.

  • Photo ID for every director or guarantor
  • Last 2 years’ business financial statements and tax returns (and interim figures if more than 6 months into the year)
  • Last 2 years’ personal tax returns and ATO notices of assessment for each director
  • Company extract, and trust deed if buying in a trust (SMSF deed for SMSF loans)
  • Contract of sale or recent valuation, plus current lease agreement(s)
  • Last 6 months’ statements for existing loans and an ATO integrated client account statement

Upload my documents →

Please name each file with your surname and what it is, e.g. Smith – payslip Sept. Don’t send documents by email or text.

Your documents(required)
Is all the information in this fact find true and complete?(required)

Collected by Stratium Finance Group Pty Ltd. Your information is kept confidential and used only to assess and arrange your finance. Privacy · Credit guide

Before you start

  • Takes about 10–15 minutes
  • Have your payslips or financials and loan statements nearby
  • Rough figures are fine – we’ll confirm the details with you
  • Your answers go straight to your broker, not to any lender

Stuck on a question? Leave it blank or call us.

Call 0415 319 443