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Corporate Social Responsibility
Introducer & Referrer
New Client Referral Form
Our Products
REFI home loan
First Home Buyer
Low Deposit Home Loan
Investment Home Loan
ALT DOC
SMSF refi
SMSF purchase
SMSF Rapid Refi
Lease Doc
SME
Mortgage Insurance Options
Expat
Non-resident
Near Prime
Specialist
Specialist Plus
Construction
NDIS
New Resident Loan
Deposit Bond
Contact Us
Submit a Scenario
Client Portal
BSB: 016-937
BSB: 702-746
About Us
Corporate Social Responsibility
Introducer & Referrer
New Client Referral Form
Our Products
REFI home loan
First Home Buyer
Low Deposit Home Loan
Investment Home Loan
ALT DOC
SMSF refi
SMSF purchase
SMSF Rapid Refi
Lease Doc
SME
Mortgage Insurance Options
Expat
Non-resident
Near Prime
Specialist
Specialist Plus
Construction
NDIS
New Resident Loan
Deposit Bond
Contact Us
Submit a Scenario
Client Portal
BSB: 016-937
BSB: 702-746
Client Portal
Client Portal
BSB: 016-937
BSB: 702-746
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SUBMIT A SCENARIO
Let's get started on a quick pre-assessment of your client's application to help find them the best lender and product for their current needs.
Scenario Form - Perfect Finance Solutions
Your Details
First Name
*
Last Name
*
Your Email Address
*
What Type of Scenario is this?
Scenario: Respond with your recommended solution
Referral: Contact the client directly
Security Details
EMV / Purchase Price
*
$
LVR (%)
Address
Address
Address
Address
Suburb
Suburb
State
State
Postcode
Postcode
Security Type
*
House
Unit
Land
Off the Plan
Other
Security Type
Security Purpose
*
Owner Occupied
Investment
Upfront Valuation Required?
YES
NO
Preferred Valuer
New Loan Details
Product Type
*
Full Doc
Alt Doc
SMSF
SME
Non-Resident
Expat
Pivot
Near Prime
Specialist
Specialist Plus
Other
Product Type
Loan Purpose
*
Purchase
Refinance
Other
Loan Purpose
Loan Amount
*
$
Repayment Type
*
Principal & Interest
Interest Only
Client 1 Details
First Name
*
Last Name
*
Gross Annual Income
*
$
Employment Type
*
PAYG
Self Employed
Additional Income?
Bonus
Pension
Family Allowance
Commissions
Other
Other
Credit Impaired?
*
Yes
No
Provide Details:
Default
Arrears
Bankrupt
Other
Other
Client 2 Details
First Name
Last Name
Gross Annual Income
$
Employment Type
PAYG
Self Employed
Additional Income?
Bonus
Pension
Family Allowance
Commissions
Other
Other
Credit Impaired?
Yes
No
Provide Details:
Default
Arrears
Bankrupt
Other
Other
Additional Notes & Supporting Information
Attach Supporting Documents
Drop a file here or click to upload
Choose File
Maximum file size: 134.22MB
Submit
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