Client Referral Form

Client Referral Form
Individual/Joint *

Individual Joint
Client 1 Name *

First Name Last Name
Client 2 Name

First Name Last Name
Client 1 Email *
example@example.com
Client 2 Email
example@example.com
Client 1 Mobile *
Client 2 Mobile *
Client's Location

Street Address

Street Address Line 2

Please include both City & Country
Buying or Selling? *

Buying Selling
Max Purchase Price *
Referrer Name *

First Name Last Name
Referrer Email *
example@example.com
Address of property to be sold

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Is the property being sold an

Investment Property Principle Place of Residence
Reason for selling the property
When would the client like to sell the property?
Does the client have a sale price in mind?
Any special conditions?

Financial Details
Purchasing Entity
Borrowing Capacity
Available Cash
Desired LVR
Loan Interest Rate
Completed Pre-Approval or Serviceability Calculation?

Pre-Approval Serviceability Calculation No
Available Equity
Client 1 Income
Client 2 Income
Client 1 Super Balance
Client 2 Super Balance