Annual Review with Sam

Before you complete the below form please take some time to screen print your home loan/s (on a computer preferably not a phone – showing balance/redraw/offset and current interest rate) or have your home loan statements on hand, ready to upload the documents at the bottom of this page. You can Click here to have a read of our blog on how we need this done.

If you would like to discuss your review over the phone or in the office with Sam please complete the below AND click here for Click Here to book into her calendar. If you just want to have a review on email, you can simply complete below without booking in and Sam will reply within 2 weeks.

Full names of all owners of properties:

Your email address:

Please also supply the email address for any other owners of properties:

How would you like to do your annual check in?

How would you like us to review your current home loan/s? We can just review your rates if you aren't interested in changing lenders. Or we can review your current lender and compare other lenders that might be suitable. We can also provide fixed rates for your lender, please select from below:

Do you need a review of any personal and life insurances:

Do you want us to get a building insurance company (allianz) to provide you with a complimentary updated quote of any building or vehicle insurances:

Is your home loan secured by a guarantor?

What kind of property/properties are your home loan/s for:

Please give any appropriate details:
Where are your savings currently kept?

Please give any appropriate details:
Do you have debt outside of any home loans? Please give a brief summary (credit cards, afterpay, go cards, personal loans, car loans):

Do you have any future plans you want your broker to be aware of such as new vehicle or investment property purchase, potential sale of any properties, retirement etc? If yes, please detail below and provide approximate dates:

Do you have any other questions regarding repayments, redraw, offset or anything else we can answer in our review:

Is there anything else we can do to help you right now:

If you need to do any EXTRA LENDING please also upload your last payslip or tax returns for all applicants below.
Please upload your screenshots/statements for your loan/s below showing the INTEREST RATE and account details as well as any offsets (these are essential for Kirsty to do your review) - please be sure it shows the interest rate:

Statements:

Statements:

Statements:

Statements:

Statements:

Payslips or tax returns (only required if you're looking at doing new lending):

Payslips or tax returns (only required if you're looking at doing new lending):

If you have any issues uploading your documents or the files are too large, please just email them to us here: review (at) uploans.com.au