Customer Interview Guide for Finance

Name*

First Middle Last

What is the purpose of the loan?

Motor Vehicle Purchase

Vehicle Price*

Are you contributing a deposit?*

Yes
No

How much are you contributing?*

Are you trading a vehicle?*

Yes
No

Vehicle Particulars:*

(E.g. Toyota Hilux SR5)

What is your trade-in value?*

Is there a payout on your trade?*

Yes
No

I understand I may encounter costs, fees and/or charges associated when paying out another loan prior to the maturity date.*

I confirm I understand

What's your payout figure?*

Who is the payout with?*

My current repayments are:*

Per (please choose your current payment frequency)*

I understand that where my new loan is refinancing/paying out an existing credit contract, my new vehicle financier will confirm my current loan details and factor it in to their assessment process.*

I confirm I understand

Hidden

Loan Amount Required

Please tick to confirm that you understand any add on features such as insurances and fees will be added to this amount and contribute to your credit contract financed amount, repayment and overall term.*

I confirm I understand

What is your preferred loan term?*

What is your preferred payment frequency?*

Fortnightly
Monthy

Is a balloon payment requested on this new loan?*

Yes
No

Please click here to acknowledge you understand a balloon payment is a lump sum payment at the end of a loan that must be paid to settle the debt. While a balloon enables lower payments during the term of the loan and can be paid in full at the end of the term, or refinanced into another loan (subject to credit approval), it will however incur extra interest costs.

I confirm I understand

Balloon Amount Requested?*

Do you intend to sell or trade in the asset at the end of the loan term to meet the balloon payment?*

Yes
No

What is the plan to clear the ballon*

Payout
Refinance

I understand that refinance of any balloon is subject to credit approval and will incur interest costs. I also understand balloons will be assessed based on estimated value of the asset at the end of the loan term and still wish to proceed with the balloon option.*

I confirm I understand

Signature*