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Conduct a Loan Health Check

Loan Health Check Form
Do you have a home loan?
Yes
No
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Are you happy with your current lender?
Yes
No
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Did a Broker arrange your current loan?
Yes
No
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Do you have investment properties?
Yes
No
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Are you looking to increase your investment portfolio?
Yes
No
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Are you looking for your first home?
Yes
No
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Are you looking for your first investment property?
Yes
No
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Do you have good equity in your home?
Yes
No
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Contact Information
Preferred Mode of Contact:
Name (*):
Telephone (Wk) (*):
Telephone (Home or Mobile) (*):
Email (*):
Address: (*):

Additional Comments:
Thank you so much for all your concentrated efforts in organising our loans. It’s a pleasure doing business with you...

We just wanted to let you know that your efforts throughout my mortgage dealings did not go unnoticed and are much appreciated. Thank you for helping the process run as soon as possible...

Thank you so much for all your assistance, availability and great advice on helping us purchase our new home, thanks heaps mate...