Purchasing a Property Questionnaire

First Buyer's Name*
Prefix First Middle Last
Mobile or Home Phone*
Preferred Email Address
Please enter the main email address you would open on a regular basis.
Date of Birth*
Second Buyer's Name
Prefix First Middle Last
Mobile or Home Phone
Preferred Email Address
Please enter the main email address you would open on a regular basis.
Date of Birth
Your Current Address*
Street Address City State / Province / Region ZIP / Postal Code
Address of Property being Purchased*
Street Address City State / Province / Region ZIP / Postal Code
Are you buying the property at Auction or Private Treaty?
Private treaty is the most common way to buy a property. If the property isn't going to auction, you will be buying it as Private Treaty.
- Private Treaty
- Auction
What type of property are you buying?
Please note: unregistered property requires an upfront payment of $500 before exchange.
- Residential property
- A unit or townhouse - ready to live in now
- Vacant land - can build on now (registered)
- Vacant land - UNREGISTERED
- An UNREGISTERED unit, villa or townhouse
What structures are on the land?*
- House
- Unit
- Townhouse
- Large shed
- There is nothing on the property - it's vacant land
Are you a first home buyers?
- Yes
- No
Real estate agency selling the property*
Real estate agent's name
First Last
Are you purchasing the property to live in or as an investment property?*
- To live in (owner occupied)
- Investment
If you are buying as an investment, please advise us whether you are doing so as JOINT TENANTS OR TENANTS IN COMMON.
Please discuss with us before signing the contract as it will have an effect on your tax and stamp duty.
Purchase Price
Have you paid a deposit to the agent?
Have you signed a contract or have contracts been exchanged by the agent?*
- Yes
- No
Finance: Are you borrowing money to buy this property?*
- Yes
- No
Company Name of the Broker/Bank/Credit Union/ Financial Institutional
For example, Commonwealth Bank, Aussie Home Loans
Lender or Broker's Name
Please provide us with the contact details of the person you are dealing with - either the bank manager, loans manager or broker's name.
First Last
Lender/Broker's Phone Number
Lender/Broker's Email
Finance: Are you using a Guarantor for finance approval?*
- No
- Yes
10% deposit is required to exchange. How are you paying the 10% deposit?
If you're paying the deposit using your own savings, check with your financial institution that you are able to transfer large amounts to other accounts.
- Deposit bond from the bank
- I have savings available
Finance: How much are you borrowing?
Do you have Written Approval (subject to the Valuation being completed by the lender)?
- Yes
- No
Have you organised a Pest and Building Report or Strata Report (if buying a unit)*
Pest and building inspections and Strata Reports are something you should consider and are organised by you. The reason for this is we do not review these reports as we are not qualified to do so.
- YES, I have booked a Pest and Building Report to be completed
- No, I have NOT booked a Pest & Building Report.
- I have a Pest and Building Report already
- I DO NOT WANT A PEST & BUILDING REPORT ON THIS PROPERTY
- Yes, I have ordered a Strata Report (only required for units)
- No, I DO NOT WANT a Strata Report (only required for units)
Pool or Spa: Does the property have a pool or a spa?*
If it does, we will make sure the necessary Compliance Certificates are in the contract before you exchange.
- Yes
- No
Any additional information worth noting?
Do you mind if we ask, how did you find out about us?
- I'm a Previous Client
- Referred by the real estate agent
- Referred by your mortgage broker or lender
- A friend or family member told you about us
- Google Search
- Facebook Ad
- Facebook Post/Article
- Read an article we had on the internet
- Other
Phone
This field is for validation purposes and should be left unchanged.

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