Email steven@sma.fund

Phone +61 488 22 44 16

APPLICATION FOR MORTGAGE FINANCE

We STRONGLY recommend that you complete the application form in full (OR YOUR OWN FORM WHICH FULLY COVERS THE TOPICS) and with as much information as possible. “Quality In = Quality Out”

The Application Form is an IMPORTANT document to expedite your application for private finance.

That said, each application is a "clean canvas". Finance Brokers/Borrowers would not be seeking funds in this market were there not a back-story. We want the back-story!

Our Application form provides basic requirements. Detailed attachments must be provided, along with supporting evidence, for prompt attention and understanding. A little more time spent now will save a lot later. The Application Form and especially the attachments should be

orderly and logical
sufficient to allow us to peruse and form a reasonable assessment of your requirements in a few moments
not be wordy and confusing. We would always recommend a respected Finance Broker experienced in private mortgage finance consulted for best results
It is far better to submit a typed, orderly application with supporting evidence rather than one that is hand-written. It saves a lot of time and trouble

INTRODUCER USE ONLY (IF APPLICABLE)

Introducer Company Name -

Individual Name -

Phone (landline & mobile) -

Email -

CORPORATE APPLICANT

Name -

ACN / ABN -

Registered Address, including Suburb, City, State -

Trading Address & Occupation (Full details of current activities) -

Email -

Phone (Landline & Mobile) -

INDIVIDUAL APPLICANT/S (GUARANTORS) DETAILS – ALL DIRECTORS ARE GUARANTORS

Individual Applicant/Guarantor1

Name -

DOB -

Driver’s licence No. -

Residential Address, including Suburb, City, State, P/code -

Occupation – CV – Full details of current activities -

Email -

Phone (landline & mobile) -

Individual Applicant/Guarantor2

Name -

DOB -

Driver’s licence No. -

Residential Address, including Suburb, City, State, P/code -

Occupation – CV – Full details of current activities -

Email -

Phone (landline & mobile) -

ADVISER INFORMATION

Accountant - Business Name -

Accountant – Phone -

Accountant – Email -

Solicitor - Business Name -

Solicitor – Phone -

Solicitor – Email -

SECURITY – REAL ESTATE

SECURITY Property Address 1 -

FIRST MORTGAGE SECOND MORTGAGE

SECURITY Real Property Description -

ADDRESS including Suburb, City, State, P/code -

Nature of security property -

Monthly Rental Income - $

Monthly Loan Payments - $

Estimated Value - $

Total Debt: $ Lender

SECURITY Property Address 2

FIRST MORTGAGE SECOND MORTGAGE

SECURITY Real Property Description -

ADDRESS including Suburb, City, State, P/code -

Nature of Security -

Monthly Rental Income - $

Monthly Loan Payments $

Estimated Value $

Total Debt: $ Lender

AGGREGATE LOAN SOUGHT: $

TOTAL ESTIMATED VALUATION $