Home loan application checklist & budget

Our Mortgage Checklist & Budget form

Getting ready to apply for a home loan?

Here's our document checklist and family budget template outlining the necessary supporting paperwork you'll need to apply for a home loan (and the general reasons why).

  • Tick off the list of documents as you collect copies of them, and
  • Fill out a copy of the family budget

The more you get to understand the process and how it will affect you financially, the more confidence you'll have in your financial decisions.

This is an interactive PDF so you can fill it in online and save a copy to print out.
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About Us

Wherever you are on your financial journey, whether it’s your business, your family or just you; it’s about good information, good connections and good financial advice — and the ability to recognise the difference.
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1300 137 403
George St Sydney, NSW 2000

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