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 1 Income
*
Client 2 Income
*
Client's Location
Street Address
Street Address Line 2
Please include both City & Country
State / Province
Postal / Zip Code
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?
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Financial
Details
Purchasing Entity
Individual/Joint
SMSF
Other
Borrowing Capacity
Available Cash
Desired LVR
Expected 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
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Property Purchase
Details
Desired Purchase Time Frame
ASAP
3 months
6 months
Purchase Type
Investment
Residence
Property Classification
New
Established
Property Type
House
Townhouse
Unit
Other
Desired Outcome
Tax Reduction
Wealth Generation
Reducing non-deductable debt
Retirement Planning
Other
Motivation level in buying property
1
2
3
4
5
6
7
8
9
10
Not Very Motivated
Extremely Motivated
1 is Not Very Motivated, 10 is Extremely Motivated
Notes/Comments
Submit
Should be Empty: