Home loans · Client fact find

Your home loan fact find

Everything we need to compare lenders and prepare your application, in one place.

Thanks, we've got it.

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.

Applicant 1: full legal name

Applicant 1: date of birth

DD/MM/YYYY

Applicant 1: mobile

Applicant 1: email

Applicant 1: current residential address

Applicant 1: time at this address

Applicant 1: living situation(required)

Own with a mortgage Own outright Renting Living with family or boarding

Marital status(required)

Single Married or de facto Separated or divorced Widowed

Number of dependants

Ages of dependants (if any)

Leave this page blank if you are applying on your own.

Applicant 2: full legal name

Applicant 2: date of birth

DD/MM/YYYY

Applicant 2: mobile

Applicant 2: email

Applicant 2: current residential address

Applicant 2: time at this address

Applicant 2: living situation

Own with a mortgage Own outright Renting Living with family or boarding

Relationship to applicant 1

Spouse or partner Family member Other

Property you own

Savings and bank accounts (total)

Superannuation (total)

Vehicles, shares and other assets (optional)

Credit cards and store cards

Personal, car and other loans (optional)

Buy now pay later, HECS/HELP or tax debts (optional)

Any credit history issues in the last 7 years?(required)

No issues Past defaults or late payments Bankruptcy or Part IX (discharged) Not sure

A realistic monthly estimate is fine. Lenders compare this with your bank statements.

Rent or board (per month, if moving or keeping)

General living expenses (per month)

Childcare and school fees (per month)

Other regular commitments (per month)

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 each applicant: driver licence (front and back) or passport
PAYG: your 2 most recent payslips and last year’s income statement
Self-employed: last 2 years’ personal and business tax returns, financials and ATO notices of assessment
Last 3 months’ statements for your everyday and savings accounts
Last 3–6 months’ statements for any existing home loan, personal loan or credit card
Contract of sale (if signed) and any rental appraisal or lease for investment property

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)

I've uploaded them I'll upload them in the next few days I'd like help with this

Anything else we should know? (optional)

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

Yes, to the best of my knowledge

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