Get Au Go Mortgage Fact Find Form 2010-2026

Filling out the AU Go Mortgage Fact Find Form online is an essential step for individuals seeking mortgage services. This guide provides detailed instructions to help users efficiently complete each section of the form.

Follow the steps to successfully complete the form.

1. Click 'Get Form' button to access the form and open it in your online editor.
2. In the 'Broker Details' section, provide your name and specify if a referral form is held, along with the referral source if applicable.
3. For 'Applicant Details & Objectives', fill in the information for each individual applicant. Circle the appropriate titles, enter family and given names, and indicate the capacity of the applicant (e.g., borrower, guarantor).
4. Specify the residential status by ticking the appropriate option—own, renting, boarding, etc. Provide your current and previous home addresses along with the duration of residence.
5. Complete the contact information, including phone numbers and email address. Indicate marital status, number of dependants, and their ages as well as the date of birth.
6. Under 'Occupation / Position', enter the occupation, employer's name, and other relevant employment details. Specify your employment status and annual income.
7. For companies or trusts, provide the company/trust name, registered address, and names of trustees or directors as applicable.
8. In 'Purpose for seeking credit', clearly outline your reasons for seeking credit and how the funds will be used. If refinancing, provide your main reason for doing so.
9. Complete the 'Preferred Features' section by selecting the features you desire such as fixed rate or offset account.
10. In the 'Financial Position' section, disclose all assets and liabilities. Provide details of your monthly payments, income, and expenses.
11. Review any credit history information, and indicate if there are any financial judgments or experiences of financial stress.
12. Complete the 'Protecting Lifestyle / Assets' section to indicate your insurance coverage and whether you wish to discuss further insurance options.
13. Fill in the 'Advisors Details' section for solicitors and accountants, providing their contact information.
14. Read through the 'Privacy Disclosure Statement and Consent' and ensure you understand the privacy information collection policy.
15. Finally, sign and date the form. After completing the form, you can save changes, download it, or print and share the completed document.

Begin completing your AU Go Mortgage Fact Find Form online today to streamline your mortgage process.