Client Referral Form

Client Referral Form
Individual/Joint*

IndividualJoint
Client 1 Name*

First NameLast Name
Client 2 Name

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

Street Address

Street Address Line 2

Please include both City & CountryState / Province

Postal / Zip Code
Buying or Selling?*

BuyingSelling
Max Purchase Price*
Referrer Name*

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is the property being sold an

Investment PropertyPrinciple 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
Expected Interest Rate
Completed Pre-Approval or Serviceability Calculation?

Pre-ApprovalServiceability CalculationNo
Available Equity
Client 1 Income
Client 2 Income
Client 1 Super Balance
Client 2 Super Balance