Apply for Mortgages | Lighthouse Financial

Personal Information

Is this for a single or couple?

Just me
My partner and I

My first name

Partners first name

My last name

Partners last name

My email*

My partners email

(If using a shared email address, please leave blank)

My phone number

My partners phone number

My date of birth

Partners date of birth

My occupation

Partners occupation

My employer

Partners employer

My current salary

My partners current salary

Do you enjoy your job?

Does your partner enjoy their job?

Do you own your home or rent?

Own
Rent

Your home address

Street Address

Current house value*

Current mortgage value*

Monthly mortgage repayments*

What is your weekly rent?*

When was the mortgage last reviewed?

Assets

Asset Type 1

Asset 1

Value 1

Asset Type 2

Asset 2

Value 2

Asset Type 3

Asset 3

Value 3

Asset Type 4

Asset 4

Value 4

Asset Type 5

Asset 5

Value 5

Asset Type 6

Asset 6

Value 6

Asset Type 7

Asset 7

Value 7

Asset Type 8

Asset 8

Value 8

Asset Type 9

Asset 9

Value 9

Asset Type 10

Asset 10

Value 10

Asset Type 11

Asset 11

Value 11

Asset Type 12

Asset 12

Value 12

Asset Type 13

Asset 13

Value 13

Asset Type 14

Asset 14

Value 14

Asset Type 15

Asset 15

Value 15

Liabilities

Liability 1

Value 2

Liability 2

Value 2

Liability 3

Value 3

Liability 4

Value 4

Liability 5

Value 5

Expenses

Is this for a mortgage application?

Yes
No

What are your monthly expenses?*

Groceries

Council rates

Water

Garden/Rubbish

Utilities

Phone

Internet

Subscriptions

Childcare/Education

Child support

Petrol

Vehicle maintenance

Car insurance

Home

Investment Properties

Do you own any investment properties?

Yes
No

Investment Property #1

Street Address

Property value

Mortgage

Weekly rent 1

When was the mortgage last reviewed?

Ownership Structure

Personal Name
Trust
LTC

Investment Property #2

Street Address

Property Value 2

Mortgage 2

Weekly rent 2

When was the mortgage last reviewed? 2

Ownership Structure

Personal Name
Trust
LTC

Investment Property #3

Street Address

Property Value 3

Mortgage 3

Weekly rent 3

When was the mortgage last reviewed? 3

Ownership Structure

Personal Name
Trust
LTC

Investment Property #4

Street Address

Property Value 4

Mortgage 4

Weekly rent 4

When was the mortgage last reviewed? 4

Ownership Structure

Personal Name
Trust
LTC

Investment Property #5

Street Address

Property Value 5

Mortgage 5

Weekly rent 5

When was the mortgage last reviewed? 5

Ownership Structure

Personal Name
Trust
LTC

Investment Property #6

Street Address

Property Value 6

Mortgage 6

Weekly rent 6

When was the mortgage last reviewed? 6

Ownership Structure

Personal Name
Trust
LTC

Investment Property #7

Street Address

Property Value 7

Mortgage 7

Weekly rent 7

When was the mortgage last reviewed? 7

Ownership Structure

Personal Name
Trust
LTC

Investment Property #8

Street Address

Property Value 8

Mortgage 8

Weekly rent 8

When was the mortgage last reviewed? 8

Ownership Structure

Personal Name
Trust
LTC

KiwiSaver

KiwiSaver provider

KiwiSaver fund type

KiwiSaver balance

KiwiSaver provider 2

Fund type 2

Balance 2

Business

Do you own a business?

Yes
No

Are you GST registered?

Yes
No

Business name

Mortgages

Lender 1

Amount 1

Interest Rate 1

Fixed Term 1

Expiry Date 1

Type 1

Lender 2

Amount 2

Interest Rate 2

Fixed Term 2

Expiry Date 2

Type 2

Lender 3

Amount 3

Interest Rate 3

Fixed Term 3

Expiry Date 3

Type 3

Lender 4

Amount 4

Interest Rate 4

Fixed Term 4

Expiry Date 4

Type 4

Lender 5

Amount 5

Interest Rate 5

Fixed Term 5

Expiry Date 5

Type 5

Lender 6

Amount 6

Interest Rate 6

Fixed Term 6

Expiry Date 6

Type 6

Lender 7

Amount 7

Interest Rate 7

Fixed Term 7

Expiry Date 7

Type 7

Lender 8

Amount 8

Interest Rate 8

Fixed Term 8

Expiry Date 8

Type 8

Lender 9

Amount 9

Interest Rate 9

Fixed Term 9

Expiry Date 9

Type 9

Lender 10

Amount 10

Interest Rate 10

Fixed Term 10

Expiry Date 10

Type 10

Services

Learning Hub

Services

Learning Hub

Mortgage Application

We’d love to know a little more about you

Personal Information

Assets

Liabilities

Expenses

Investment Properties

KiwiSaver

Business

Mortgages