All Topics / Finance / Mortgage Broker – Information required

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  • Profile photo of SharnaSharna
    Member
    @sharna
    Join Date: 2008
    Post Count: 1

    Hi guys!

    I have an appointment on Monday with a Mortgage Broker to look at my Investment Property loan eligibility and was hoping to have all the information they may require from me together before the meeting. Could anyone advise what kind of documents/information they will ask for?

    Thanks in advance!

    S*

    Profile photo of Scott No MatesScott No Mates
    Participant
    @scott-no-mates
    Join Date: 2005
    Post Count: 3,856

    Take last year's tax return, proof of employment (2 recent payslips), 100 points proof of identification (Drivers licence, credit card, medicare card, passport etc)

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    To add a few more maybe evidence of savings and proof of existing assets.

    Just beware and ensure they are experienced in Trust & Investment structures as most have absolutely no idea.

    Also beware of any suggested cross collateralisation of securities.

    Richard Taylor | Australia's leading private lender

    Profile photo of redrabbitredrabbit
    Member
    @redrabbit
    Join Date: 2008
    Post Count: 2
    Profile photo of blueheelerblueheeler
    Participant
    @blueheeler
    Join Date: 2007
    Post Count: 45

    Check out investorfinance, they are a mortgage company whom are also investors.

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    And they are also franchised which means the information you get is as good as the individual who owns the franchise.

    They are not Licensed to provide investment advice.

    Richard Taylor | Australia's leading private lender

Viewing 6 posts - 1 through 6 (of 6 total)

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