Introducer Application Pack

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Solicitor/Conveyancer Details
Name: Jhon methwes
Address: south Ealing london
Postcode: 21001
Phone no:021345 Fax no:
Westpac Banking Corporation ABN 33 007 457 141
AFSL and Australian credit licence 233714
Introducer Application P ac k
 Please complete ALL sections of the application in BLOCK letters
 Track your applications online via Introducer Net site: https://www.introducer.westpac.net.au
 Broker Processing Unit phone number: 1300 130 928
Fax Lodgement To: Westpac Broker Processing
Unit
Fax No.: 1300 666 768
Total number of pages faxed
Electronic Lodgement
If lodged electronically:
 You DO NOT need to send pages 4 to 9
 Place 464 numbers below
4 6 4 –
4 6 4 –
4 6 4 –
Applicant Details
Surname methews
BDM Details
Business Development Manager’s name tim
Introducer Details (all fields mandatory)
Introducer I D
Dates
Financial clause expiry date Estimated settlement date
/ / / /
CUSTOMER CONTR I B UTION
Where is customer’s contribution coming from?
Savings/Bank Account Sale of existing property
Equity in existing property
Other - describe:
P ACKAG E S
Premier Advantage Pack age
Other:
OTHER
XRO (Priority Refinance)
Deposit Gap (Vic. Only)
Amount$: .......465000....................................................................................................
Westpac BSB: ..........250000................... A/c No: 00056871
..............................................
Name Jhon methews
Company/ Aggregator: XYZ ltd
Phone number
( ) 0213
Mobile number
Fax number
( )
Email address
Nominated branch for document signing
Branch name/BSB number 0000234

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Introducer Net details branches staffed with Banking
Services Representatives, which are to be utilised for
documentation signing.

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Supporting Documentation Chec klist
All required supporting documentation must be supplied from all relevant sections with submission of
application. PLEASE NOTE: Tax File Numbers must be deleted prior to submission.
PAYG INCOME (ONE of the following is required per applicant) MUST be dated no older than 6 weeks
If loans are subject to Mortgage Insurance: (Use ONLY A, B, or C.)
A y 1 year to date pay slip covering a minimum of 2 pay cycles detailing Base S alary
B 2 recent consecutive pay slips detailing Base Salary
C Letter from employer det ailing: B ase Net Income, B ase Gross Income, Length of Service, Mode of Employment (must be signed, dated
and
on company letterhead) Note: handwritten letters are unacceptable. L etters for MI Applications must be supported by a payslip
or latest Group Certificate that validates the employer and income stated in the letter.
D Latest Group Certificate or ATO Return & Assessment Notice
E Last 2 printed pay envelopes detailing Base S alary
F Bank statements/passbooks with detailed narrative covering 2 recent pay periods
SELF EMPLOYED INCOME (ALL documentation listed below is required per applicant) Note: Sports Professionals - A + C Required (see
policy) A Last 2 years Tax Returns (Individual and Business)
B Last 2 years Business Financials (Balance Sheet & Profit and Loss St atement)
C Last 2 years Tax Assessment Notice (Individual)
D Completed worksheet for calculating Self-employed Applicant’s Income (refer ‘Serviceability’ below)
Self Employed Fast Track is available to Non-Mortgage Insured Loans – Supply C & D
only
LOW DOC INCOME (ALL documentation listed below),
Borrowers Income Declaration
Business Activity Statements (BAS) for last 12 mths (last statement no older than 4 mths)
Min 2yrs AB N registration evidenced by: AB N Certificate or Letter issued by Australian Business Register or printout from AB N Lookup
website
www .abr.business.gov .au)
PAYG Income must be verified as per normal PAYG requirements
Attach printout of completed ‘Low Doc Income Validation Calculator’ sheet
RENTAL INCOME (ONE of the following is required per rental property, including new purchase property)
Current Lease Agreement – must be provided for properties currently leased
Letter from Real Estate Agent (no older than 3 months) – cannot be used for properties currently leased
Real Estate Agent’s Statement (no older than 3 months)
Bank statement with detailed narrative (min 6 months and no older than 6 weeks)
BENEFITS (Documentation no older than 3 months)
Letter from relevant government department, fund manager or provider confirming benefit amount and payment frequency
Service Pensions – may use latest Australian Tax Return with ATO Notice of Assessment
OTHER INCOME (ie Interest/Dividends – Refer to Introducer Policy Manual)
MORTGAGE IN SU R ED LO AN S (Must confirm minimum 5% genuine savings over 3 months)
Bank statements confirming a savings pattern over 3 months or funds held for 3 months (latest statement no older than 1 month)
Share Certificates confirming holdings and value (must confirm held for 6 months)
Other documentation evidencing accumulation of minimum 5% deposit
Rent (paid over a minimum 12mth period) – evidenced by Agent letter.
REFINANCE OTHER FINANCIAL IN STITUTI ON S DEBT (Documentation no older than 6 weeks from date of application)
Secured Loans: Last 6 months statements. Confirming a satisfactory conduct
Unsecured Loans: Last 3 months statements (Credit Cards, Personal Loans and Store cards). Confirming a satisfactory conduct
PROPERTY PU RCHAS E
Full, signed Purchase Contract/Offer (front page NSW only) including title details
CONSTRU C TION / PR OG R E SS IVE L Y DRAWN LO AN S
Council approved Plans and Specifications
Building Contract or tender signed and dated by applicant(s) and builder
Schedule of payments (may be included in building contract)
Quotes for additional work signed, accepted and dated by applicant(s) and provider
NEGATIVE GEARING B EN E FIT
Provide copy of Negative Gearing calculation worksheet
If current debt is with Outside Lender –provide recent loan st atement (no older than 6weeks) to confirm current balance. (N B: If WB C debt
–no statement required)
S E RVICEAB I LITY (MANDATORY R E QU I R E M E NT)
Complete and attach Serviceability Spreadsheet (available on Introducer Net – ‘Forms’ Section)
BROKER VE R I FI C ATI ON
I certify that I have sighted the original documents provided to me by our client(s) and confirm that the documents forwarded to you are true copies
of
the originals.

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Name of Broker (please print)
kim veritte
Signature of Broker
kim✗ Date
/ /

Page 5 of 15 PFI001P (05/12) 272392
P A C KAG E / PR OM OTION: Premier Advant age Pack age
Other (describe)
B ORR OW ER S/ G U ARANT OR S common
to all loans described below: home loan
L O A N PRODUCT S:
Loan 1: Product Name:
homeLoan
Purpose: loan
Amount:
Payment T ype: installemt Loan Term (years): 30
I O Term (years): Fixed Rate Term
(years): 10%Options:
Loan 2: Product Name:
Loan Purpose:
Amount:
Payment T ype: Loan T erm (years):
I O Term (years): Fixed Rate Term
(years): Options:
Loan 3: Product Name:
Loan Purpose:
Amount:
Payment T ype: Loan T erm (years):
IO Term (years): Fixed Rate Term
(years): Options:
SE C UR ITI ES -All above products are
collaterally secured by the following properties:
NOTE : If you are refinancing a existing loan, you must consider the costs of doing this including any exit and break costs. It is important
you take this into account when applying for your loan(s).

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Loan Application
For Home Loans, Investment Property Loans and Equity Loans
Before you sign this form, please read the section titled ‘Protection of your Privacy’
shown in the Declarations and Authorities section on page 12 to 14
Westpac Banking Corporation ABN 33 007 457 141
AFSL and Australian credit licence 233714
Office Use Only
Z no.
App. no.
Personal Details – Person 1
Title (eg Mr, Ms) Family name
Personal Details – Person 2
Guarantors must use application from Introducer Net (Forms Section)
Title (eg Mr, Ms) Family name
MR
First name jhon Middle
name(s)
First name Middle name(s)
Date of birth
08041989
/ /
Marital st atus
single
Gender
Male
M F
Driver’s licence no. Date of birth
/ /
Marital st atus
Gender
M F
Driver’s licence no.