Finance with Taryn - Independent Broker

No worries, so how much extra do you think you might need for that?

$:

1,000 $200,000 $

Fantastic, please let me know about your employment status?

Simply select your main source of income below. Don't worry, we will verify the information that you provide us later so if you need to make any changes or discuss it further you will still have the chance to do that.

Working

Self Employed

Centrelink

No Income

Eeek, looks like we have hit a snag.

If you have no income, you will not be able to get any type of finance.

Click the Button below to go back and change your answer....

____________________________________________________________________________

If you have some other income like Work Cover, Workers Compensation, Retirement Fund, Superannuation, Maternity Leave paid from Work, Cash Paid into your account or under an ABN you can click continue below and we will get some more information on that for you later.

____________________________________________________________________________

If you were hoping to apply on behalf of your partner or another person who has an income, you will need to have them complete this form themselves.

It would be illegal to complete a finance application on behalf of another person, so ensure you just send them the link to enquire on their own behalf.

Great, & what would you like us to help you finance today?

Awesome, & what products would you like to finance?

Please select an option below...

A Single Product

A Trifecta

A Quad

Something Else

No worries & were you hoping to get any extra funds for anything?

Please select an option below...

Cool, what exactly would you like to finance?

Household Furnishings, Debt Consolidation, Business Start Up, White Goods, Holidays, Renovations, New Shed, Pool Purchase, Personal or Business Coaching, Education or Tax Debt etc.....

Please specify an answer

Cool, what else would you like to finance?

Household Furnishings, Business Start Up, White Goods, Holidays, Renovations, or Tax Debt etc.....

Please specify an answer

Perfect, from here I am just going to grab your details so we can help you finalise your Finance Enquiry with us!

Please Pre-Fill your information below so we can help you with your enquiry~

First name

Please specify an answer

Last name

Please specify an answer

Phone number

Please enter a valid phone number

Your email address

Please enter a valid email address

Please select a date.

and lastly, where did you hear about us?

Brilliant, our team will get in touch with you shortly, but in the meantime - let's grab a little more info from you so we can get things FAST TRACKED!

The more information you can give us, the easier it will be when we chat to you to verify your information!

Don't worry we will keep it simple!

We estimate the whole Pre-Application form will take you an extra 1-3 minutes to complete.

But.... When we verify your details with you it will be a much quicker and easier call for you!

Great, can you please just let me know a little more specifically about your employment status?

Are you.....

Awesome, what is your current residency status?

Are you.....

A Citizen

Permanent Resident

On A Visa

Great, and do you have a current Australian Drivers Licence?

Yes

No

Overseas Licence

No worries, if you have them handy having your ID info on file, is going to speed things up for us later!

Licence Number

Please specify an answer

Card Number

Please specify an answer

Expiry Date

Please select a date.

Perfect, now can you please just quickly confirm your marital status for me?

Are you.....

Thanks & just so we can make sure we can best help you.

Ideally what would you like to spend per month on your Loan Repayments if Approved?

$

3003,000

No worries, you mentioned that is your "ideal" budget, but if we were to find the Perfect Loan Solution for you do you have a little bit of a buffer in your budget if needed?

Yes

No

Maybe

A little, but not much.

No worries, and do you have any kids at home with you?

Please let us know about any dependants you have under the age of 18, living at home with you?

Yes

No

I have kids but they live don't with me.

My kids are living at home, but older and contributing to the household.

Cool, how many kids do you have at home?

Please list any dependants under 18?

Cool, how many kids do you have that are not living with you?

Please list any children under 18?

No worries let us know a little more about that?

Ie, you have kids that aren't in your care? You see them on weekends every now and again? You do or don't pay child support etc?

Just let us know a little bit about your sitation below, so we can present that in the best way to the lender!

Please specify an answer

Cool, and how old are they all?

Please list any dependants under 18?

Please list the ages of each child here.

Please specify an answer

Thanks for that!

Can you please let me know, roughly what is your total income per month from all sources?

Please select your total income from ALL sources below as one Approximate Figure.

Income:

2,000 $30,000 $

No worries, what type of payments are you getting from Centrelink?

Simply select the most suitable option below. Don't worry, we will verify your information that you provide us later anyway so if you need to make some changes or discuss it further you still have the chance to do that.

No worries, what type of payments are you getting from Centrelink?

Simply select the most suitable option below. Don't worry, we will verify your information that you provide us later anyway so if you need to make some changes or discuss it further you still have the chance to do that.

Okay, no worries. Your income could be a little low to get finance.... Are you currently getting a minimum of $485 per week across all income sources?

Simply select the most suitable option below. Don't worry, we will verify your information that you provide us later anyway so if you need to make some changes or discuss it further you still have the chance to do that.

Yes

No

Sometimes

Great, what is the name of your current employer?

Company name of your Current Employer

Please specify an answer

Okay cool, so where else do you work?

Company name of your Additional Employer

Please specify an answer

Great, and how long have you been there for?

Please select your Approximate Months & Years below.

Years:

020

Months:

011

Sweet, and what is the best contact number for your employer?

Don't worry, this is just for us to keep on file for the lenders compliance.

Name

Please specify an answer

Phone Number

Please specify an answer

Sweet, and what was the best contact number for your employer?

Don't worry, this is just for us to keep on file for the lenders compliance.

Name

Please specify an answer

Phone Number

Please specify an answer

Great, and how long have you been Self Employed for?

Please select your Approximate Months & Years below.

Years:

020

Months:

011

Perfect, and what is your ABN?

Please ensure your ABN below

Please specify an answer

Great, and in your business what do you do?

Please type a brief description of what you do in your business?

Please specify an answer

Thanks, what is the registered business name?

Please type the registered business name below.

Please specify an answer

Cool, and does the trust have a name?

Please type a the registered Trust Name below

Please specify an answer

Thanks, and what type of business structure do you have?

....and how long have you been there for?

Please select your Approximate Months & Years below.

Years:

020

Months:

011

Great, and how long were you there for?

Please select the Approximate Months & Years below.

Years:

020

Months:

011

Okay, cool & how about your last employment?

Please enter the company name of your Previous Employer

Please specify an answer

No worries, and do you currently get any other income?

If you get another source of income on top of your main one, please select it below.

Eeek, looks like we have hit a snag.

If you have less than an average of $485 per week income from Centrelink you will not be able to get any type of finance.

Please feel free to reach out to us again when you are in a better financial position.

OR Click the Button below to go back and change your answer....

Please note, we will need to verify any of the information you provide us with.

Awesome, don't worry we are almost done!

We just need to know a little bit about your residential status?

Are you.....

Renting

Boarding

Mortgage

Own Home Outright

No worries, do you have any expenses associated with that?

Please list any expenses associated with owning your home below...

Please specify an answer

Okay, and does anyone own this home with you?

Please list any one who owns your home with you...

Please specify an answer

No worries, we just need to find out a little more about what you pay...

How many people are listed on the lease to your house?

Please specify an answer

What is the FULL amount of rent per week?

Please specify an answer

Is that paid weekly, monthly or fortnightly?

Please specify an answer

What is your share of this cost?

Please specify an answer

Is there anyone else not listed on the lease contributing to this cost?

Please specify an answer

No worries, we just need to find out a little more about what you pay...

How much board do you pay per week?

Please specify an answer

What does this cover? Ie, sometimes that could include food, utilites too.

Please specify an answer

Perfect and who are you renting from?

Please choose an option

A Real Estate Agent

Private Rental

I am renting but don't have an actual lease.

Great, we just need to confirm the best residential contact for you.

We will keep this on file for the lenders compliance.

Name

Please specify an answer

Phone

Please specify an answer

Fantastic, what is your current address?

Unit/Street Number

Please specify an answer

Street Name and Prefix

Please specify an answer

Suburb

Please specify an answer

State

Please specify an answer

Post Code

Please specify an answer

Cool, and what was your previous address?

Unit/Street Number

Please specify an answer

Street Name and Prefix

Please specify an answer

Suburb

Please specify an answer

State

Please specify an answer

Post Code

Please specify an answer

Great, and how long have you lived there for?

Please select your Approximate Months & Years below.

Years:

020

Months:

011

Awesome, and how long were you there for?

Please select your Approximate Months & Years below.

Years:

020

Months:

011

Perfect and who are you boarding from?

We just need to confirm the best residential contact for you.

We will keep this on file for the lenders compliance.

Name

Please specify an answer

Phone

Please specify an answer

Amazing, we are almost done, let's just grab some expenses from you.

Please just include below 'your share' of monthly household expenses?

Just let us know roughly how much do you spend per month on....

Food & Groceries

Please specify an answer

Petrol & Transport

Please specify an answer

Utilities - Electricity, Water, Gas, Rates

Please specify an answer

Insurances - Car, Health, Life

Please specify an answer

Additional expenses for any dependants, like Child Care, Medical, School Fees

Please specify an answer

Entertainment Expenses

Please specify an answer

Are there any other "household" expenses we have not listed yet outside of any loans, credit cards, etc.

Please specify an answer

No probs, and do you currently have any Buy Now, Pay Later Facilities Open?.

This could be things like, Afterpay, Zip Pay, Klarna, Open Pay etc...

If you do have any open facilities please simply list them below.

Please list - Name, Approximate Repayment, Frequency, Balance, and Limit.

As an example you might have an Afterpay account, $1500 limit, $500 balance used, paying $98.45 per fortnight.

Facility One

Please specify an answer

Facility Two

Please specify an answer

Facility Three

Please specify an answer

Facility Four

Please specify an answer

If you have more than this, please just list them all below.

Please specify an answer

Do you have any open Loans, Credit Cards, Investment Property Mortgages etc?

This could be things like, a personal loan, car loan, business loan, mortgage on investment propertly, payday loan, credit card, or similar...

If you do have any open facilities please simply list them below.

Don't worry, just do your best here, our team will confirm this information with you anyway, and fill in the blanks that we need for the lender.

Please list - Name of Lender, Loan Type, Purpose, Approximate Repayment, Frequency, Balance, and Limit.

As an example you might have a CBA loan, for a Car, $188 per week, which I owe about $9762 on, but it was originally for $20,000.

Or I might just have a NAB, Credit Card, Limit of 5k, 2k owing, paying $150 per month.

Facility One

Please specify an answer

Facility Two

Please specify an answer

Facility Three

Please specify an answer

Facility Four

Please specify an answer

If you have more than this, please just list them all below.

Please specify an answer

Great, I will just get a little bit of information on that from you.

Is there anyone else listed on the mortgage with you?

Please specify an answer

What bank is that with?

Please specify an answer

Do you know roughly what is the total amount you owe?

Please specify an answer

What was the original loan amount?

Please specify an answer

What is the total monthly repayment?

Please specify an answer

What is your share of that?

Please specify an answer

Are you just making your minimum required payment, or do you think you may be paying extra?

Please specify an answer

Lastly, do you have anything else we need to mention like any Radio Rentals, Wage Advances, anything else?

If there is anything else you think we have missed please just add some info below.

Facility One

Please specify an answer

Facility Two

Please specify an answer

If you have more than this, please just list them all below.

Please specify an answer

Amazing, that's it!

Thanks so much for sticking with me!

I know that was a lot of information, but the more we get here, the easier it is going to make the rest of the process for you!

Lastly, we just want to confirm do you see any foreseeable changes to your financial situation?

Yes

No

Hi, I am Brooke!

I am here today to help you get Pre-Qualified for your Finance Enquiry!

How much were you hoping to borrow?

No worries, so how much extra do you think you might need for that?

Fantastic, please let me know about your employment status?

Simply select your main source of income below. Don't worry, we will verify the information that you provide us later so if you need to make any changes or discuss it further you will still have the chance to do that.

Eeek, looks like we have hit a snag.

If you have no income, you will not be able to get any type of finance.

Click the Button below to go back and change your answer....

If you have some other income like Work Cover, Workers Compensation, Retirement Fund, Superannuation, Maternity Leave paid from Work, Cash Paid into your account or under an ABN you can click continue below and we will get some more information on that for you later.

If you were hoping to apply on behalf of your partner or another person who has an income, you will need to have them complete this form themselves.

It would be illegal to complete a finance application on behalf of another person, so ensure you just send them the link to enquire on their own behalf.

Great, & what would you like us to help you finance today?

Awesome, & what products would you like to finance?

No worries & were you hoping to get any extra funds for anything?

Cool, what exactly would you like to finance?

Cool, what else would you like to finance?

Perfect, from here I am just going to grab your details so we can help you finalise your Finance Enquiry with us!

Please Pre-Fill your information below so we can help you with your enquiry~

Brilliant, our team will get in touch with you shortly, but in the meantime - let's grab a little more info from you so we can get things FAST TRACKED!

The more information you can give us, the easier it will be when we chat to you to verify your information!

Don't worry we will keep it simple!

We estimate the whole Pre-Application form will take you an extra 1-3 minutes to complete.

But.... When we verify your details with you it will be a much quicker and easier call for you!

Great, can you please just let me know a little more specifically about your employment status?

Are you.....

Awesome, what is your current residency status?

Are you.....

Great, and do you have a current Australian Drivers Licence?

No worries, if you have them handy having your ID info on file, is going to speed things up for us later!

Perfect, now can you please just quickly confirm your marital status for me?

Are you.....

Thanks & just so we can make sure we can best help you.

Ideally what would you like to spend per month on your Loan Repayments if Approved?

No worries, you mentioned that is your "ideal" budget, but if we were to find the Perfect Loan Solution for you do you have a little bit of a buffer in your budget if needed?

No worries, and do you have any kids at home with you?

Please let us know about any dependants you have under the age of 18, living at home with you?

Cool, how many kids do you have at home?

Please list any dependants under 18?

Cool, how many kids do you have that are not living with you?

Please list any children under 18?

No worries let us know a little more about that?

Ie, you have kids that aren't in your care? You see them on weekends every now and again? You do or don't pay child support etc?

Cool, and how old are they all?

Please list any dependants under 18?

Thanks for that!

Can you please let me know, roughly what is your total income per month from all sources?

No worries, what type of payments are you getting from Centrelink?

Simply select the most suitable option below. Don't worry, we will verify your information that you provide us later anyway so if you need to make some changes or discuss it further you still have the chance to do that.

No worries, what type of payments are you getting from Centrelink?

Simply select the most suitable option below. Don't worry, we will verify your information that you provide us later anyway so if you need to make some changes or discuss it further you still have the chance to do that.

Okay, no worries. Your income could be a little low to get finance.... Are you currently getting a minimum of $485 per week across all income sources?

Simply select the most suitable option below. Don't worry, we will verify your information that you provide us later anyway so if you need to make some changes or discuss it further you still have the chance to do that.

Great, what is the name of your current employer?

Okay cool, so where else do you work?

Great, and how long have you been there for?

Sweet, and what is the best contact number for your employer?

Sweet, and what was the best contact number for your employer?

Great, and how long have you been Self Employed for?

Perfect, and what is your ABN?

Great, and in your business what do you do?

Thanks, what is the registered business name?

Cool, and does the trust have a name?

Thanks, and what type of business structure do you have?

....and how long have you been there for?

Great, and how long were you there for?

Okay, cool & how about your last employment?

No worries, and do you currently get any other income?

If you get another source of income on top of your main one, please select it below.

Eeek, looks like we have hit a snag.

If you have less than an average of $485 per week income from Centrelink you will not be able to get any type of finance.

Please feel free to reach out to us again when you are in a better financial position.

OR Click the Button below to go back and change your answer....

Please note, we will need to verify any of the information you provide us with.

Awesome, don't worry we are almost done!

We just need to know a little bit about your residential status?

Are you.....

No worries, do you have any expenses associated with that?

Okay, and does anyone own this home with you?

No worries, we just need to find out a little more about what you pay...