Appointment Checklist 

A checklist to support you through the loan  application process

When submitting your loan to a lender it will need to be supported by various forms of evidence. This will enable the lender's credit analyst to verify your capacity to meet the requirements of the loan terms.

We have compiled a checklist to assist you in gathering this documentation. You can minimise the turnaround time on your loan application by supplying the relevant documents listed during your appointment.

The documentation you need to provide may vary depending on your financial situation. As a minimum please ensure you supply the following to confirm your identity and financial position:

• Your two most recent pay slips
• Your last two tax returns
• Loan statements
• Bank account statements
• Records of investments held
• An estimate of your regular expenses
• Driver's licence or passport