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Online Calculators

Mortgage Application Form

To make the form easy to complete we've broken it into eight simple steps. Before you begin, please consider the following;

  • The form will take up to 10 minutes to complete
  • You will need to have thought about your monthly budget, assets & liabilities
  • If you only want to make an enquiry and not complete an application, please complete step 1 and click submit.
  • Unfortunately, you can't save the form and come back to it later. If, at any point you need help or would prefer to complete it with an adviser click submit. Then both you and Mike Pero will receive a copy.
  • Once you have completed the online application form a Mike Pero adviser will be in touch with you within 24 hours.

 

 

Step 1 of 7 - Introduction

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Contact Details

Region *








Tell us about why you are making this application?



Please enter code

  
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Applicant 1




NZ Residency Held?


Marital Status


Number of Dependents


Current Residential Address


Time at address

Years


Months


If less than 3 years what was your previous address, include years/months at this address

Previous Address


Are you currently?


Home Phone


Work Phone


Mobile Phone


Email


Employment

Main Source of Income


Occupation


Employer/Business Name


Type of Business


Term of Employment

Years


Months


If less than 3 years, what was your previous employment, include years/months at this employment

Previous Employment


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Applicant 2

First Name(s)


Surname



NZ Residency Held?


Marital Status


Number of Dependents


Current Residential Address


Time at address

Years


Months


If less than 3 years what was your previous address, include years/months at this address

Previous Address


Are you currently?


Home Phone


Work Phone


Mobile Phone


Email


Employment

Main Source of Income


Occupation


Employer/Business Name


Type of Business


Term of Employment

Years


Months


If less than 3 years, what was your previous employment, include years/months at this employment

Previous Employment


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Funding Details

Purchase Price or Refinance Mortgage

$

Less

Deposit

$

Other Funds (eg. gifts, loans)

$

Finance Required

$
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Security

Do you own existing properties to be used as security for this application?
Security Property 1

Address


Current Ownership

Intention

Purchase Price

$
Security Property 2

Address


Current Ownership

Intention

Purchase Price

$
Security Property 3

Address


Current Ownership

Intention

Purchase Price

$
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Monthly Income

At date of application

Salary/Wages

$

Business/Employed

$

Benefits (income support)

$

Interest/Dividends

$

Other

$

Do you have rental properties?

Rental Income 1

Address


Type

Per Week

$
Rental Income 2

Address


Type

Per Week

$
Rental Income 3

Address


Type

Per Week

$

Total Income

$
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Monthly Expenditure

At date of application

Rental Property Mortgages

Total for all rental properties

$
Other Mortgage Repayments

Total for all mortgages

$

Student Loans

$
Hire Purchases

Total repayment amounts

$
Other Loans

Other Loan repayments amount

$

Credit/Charge Cards Repayments

$

Store Cards Repayments

$

Child Support / Child Care

$

Rent to pay

$

Compulsory Superannuation

$

Total Expenses

$
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Statement of Assets

Approximately

Main Bank / Branch


Money @ Bank/Other

1. Bank Name/Value

$

2. Bank Name/Value

$

3. Bank Name/Value

$
Property

1. Address/Value

$

2. Address/Value

$

3. Address/Value

$
Shares

Company/Value

$
Vehicles

1. Make/Value

$

2. Make/Value

$

3. Make/Value

$
Superannuation

1. Provider/Value

(SV) $

2. Provider/Value

(SV) $
Life Insurance

1. Provider

$ k(SV)  $

2. Provider

$ k(SV)  $

3. Provider

$ k(SV)  $

Business value

$

Boat/Caravan

$

Furniture and Personal Effects

$
Other Assets

1. Other

$

2. Other

$

3. Other

$

Total Assets

$
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Statement of Liabilities

Approximately

Overdraft

Bank/Limit/Liability

$ $
Mortgages

1. Bank/Liability

$

2. Bank/Liability

$

3. Bank/Liability

$

4. Bank/Liability

$

5. Bank/Liability

$
Personal Loan

1. From/Liability

$

2. From/Liability

$
Hire Purchases

1. From/Liability

$

2. From/Liability

$
Credit/Store/Charge Cards

1. From/Limit/Liability

$ $

2. From/Limit/Liability

$ $

3. From/Limit/Liability

$ $

Student Loans

$

Other Liabilities

$

Total Liabilities

$

Total (Per Total Assests)

$
Prev
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