Citywide LPI – Client Fact Find

Welcome

Let's get started

This form helps your Citywide LPI broker understand your situation and goals. It takes around 10 minutes and all information is private and confidential.

Your broker will review your information and discuss the best loan options and strategies to achieve your financial goals — both short and long term. Your preferences may evolve as we work together and we'll revisit them throughout the process.

What type of finance are you looking for? *

🏠

Home / Investment

Purchase, refinance, equity release

🚗

Asset Finance

Cars, trucks, equipment

💳

Personal Loan

Debt consolidation, renovations

🏢

Business Finance

Business loans, working capital

🏗️

Commercial Property

Office, retail, industrial

🏦

SMSF Lending

Super fund property purchase

Number of applicants *

Your broker

Section 1 of 6

Personal Details

Basic details for each applicant. Your broker will collect identity documents such as your licence and passport separately.

Section 2 of 6

Employment & Income

Current employment details for each applicant. Your broker will collect payslips separately.

Section 3 of 6

Address History

Please provide at least 3 years of address history for each applicant.

Section 4 of 6

Assets & Liabilities

What you own and what you owe. Add as many as apply — your broker will verify the details separately.

🏠 Properties you own

🚗 Vehicles

💰 Other Assets

Home contents & furniture (approx. value) *Type $0 if not applicable

Savings & cash *Type $0 if not applicable

Shares & investments *Type $0 if not applicable

Superannuation — Applicant 1 *Approximate balance and fund name

💳 Loans, credit cards & other debts

Please list all debts — even if you plan to pay them off. Do not include bank account numbers or card numbers.

Section 5 of 6

Your Goals

Help your broker understand what you're trying to achieve. There are no wrong answers — your broker will structure the best solution for you.

What are you trying to achieve with this loan? *

Short-term financial goals *Next 1–2 years

Long-term financial goals *3+ years

Preferred interest rate type *Your broker will advise what suits your situation

Variable

Fixed

Split (part fixed / part variable)

Not sure

Preferred repayment type *

Principal & Interest

Interest Only

Split (part P&I / part IO)

Not sure

Loan features you'd like *Select all that apply

Offset account

Redraw facility

Extra repayments

Loan portability

Anything else your broker should know? e.g. upcoming income changes, family plans, any credit issues you're aware of

Section 6 of 6

Declaration

Almost done — please confirm the following before submitting.

I/We declare that all information provided in this form is true and correct to the best of my/our knowledge. This form is for fact-finding purposes only and does not constitute a formal loan application or credit approval. I/We consent to Mayes Finance Pty Ltd, Credit Representative of Citywide Lending Pty Ltd, sharing my/our information with trusted partners to assist with home loans, asset finance, business finance, personal loans, credit repair, accounting, and financial planning.

✓

Thank you!

Your fact find has been submitted successfully. Owen-Morgan Hayes will review your information and be in touch shortly to discuss the best options for your situation.

Owen-Morgan Hayes
Owen@citywidelpi.com.au | 0415 230 045