Supporting Documents Checklist

To get your home loan started, you'll need to provide documentation to verify your identity, income, assets and liabilities, and more.

Below is a general checklist however it may vary from lender to lender, please review the below checklist.

 

Please send your supporting documents via one of the three options
 

  1. EMAIL - email documents to docs@regionalfinancebrokers.com.au

  2. UPLOAD - upload directly to your portal you have access to.

  3. DELIVER - drop any documents into our office at 1/46 Church St Dubbo.

IDENTIFICATION

Current drivers licence  

Passport or Birth Certificate

Medicare Card

Marriage Certificate (if you have changed your name)

Citizenship Documents or VISA if you are not an Australian Citizen
 

Please note -  identification must be certified by Regional Finance Brokers in our office or by a JP

INCOME - VERIFICATION

3 most recent payslips - must show employers ABN and YTD income


 

INCOME - SELF-EMPLOYED

2 years Company Tax Returns and Financials

2 Years Individual Tax Returns

2 years Notice of Assessments (issued by ATO)

Lastest ATO Portals

EXISTING LIABILITIES & STATEMENTS

3 months statement for Home or Investment Loan.

3 months statement for credit cards or other interest-free facilities.

3 months statement for a personal loan or vehicle loan or other.

3 months of transactional bank statements showing salary credits.

Verification of Afterpay, Zippay, or any other similar facilities.

HECS or HELP student debts, Please download the latest MYGOV statement.

Please note -  Screenshots of statements are unacceptable / most lenders will not accept them

The​ ​easiest​ ​way​ ​to supply current bank statements is ​to​ ​click​ ​on​ ​this​ ​link​ below ​and​ ​log ​into​ ​your​ ​relevant​ ​bank/lender​ 
​via​ ​their​ ​logo​ ​display​ ​using​ ​your​ ​own​ ​current​ ​login​ ​details​.

​​ ​https://www.regionalfinancebrokers.com.au/bank-statements​
 

If​ ​your​ ​provider​ ​is​ ​not​ ​listed​ ​here​ ​please​ ​contact​ ​us​ ​directly​ ​we​ ​will​ ​happily​ ​guide​ ​you​ ​through​ ​to​ ​manually​ ​locate​ ​these.
 

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CONTACT US
1/46 Church Street Dubbo New South Wales   
02 6885 0588

ABOUT US

We’re a proudly independent, family-owned and operated regional mortgage broker located in Dubbo, NSW.
We specialise in providing expert financial guidance, mortgage advice and lending services to residents throughout Dubbo.  

 

We pride ourselves in being a customer-focused business first, and a finance business second.
We handle each application from start to finish, ensuring that each customer gets the most viable option relevant to their personal financial situation. We aim to simplify the process and remove the stress, so our clients enjoy the journey. We’re local, skilled and driven to provide Dubbo residents with tailored, professional financial services.

 

We’re the local Dubbo home loans specialist you want on your side.

Regional Finance Brokers  is a Credit Representative 453008 of  My Local Broker Pty Ltd ACN 605 003 174 Australian Credit Licence 481374 
 Copyright 2020 © Regional Finance Brokers. All rights reserved