Client Checklist

There is certain paperwork our banks and lenders​ require to assess your loan application and to assist with the speedy processing for you, please have the following available:

  • Identification (copy of passport, drivers licence etc)

  • Confirmation of income (3 pay slips, letter from employer or copies of the last 2 years financial accounts if self-employed)​

  • Proof of deposit / equity (copies of bank statements, share certificates, letter of gifted deposit or most recent Kiwisaver statement).

  • Copies of the last 3 months transactional bank statements (bank accounts you regularly use)

  • Copies of the last 6 months mortgage statements (if looking to refinance from another financial institution)

  • Copy of the signed Trust Deed (if borrowing or security is to be in the name of a trust)

  • Copies of the Certificate of Incorporation or Constitution (if borrowing or security is to be in the name of a company)

Required later (once offer accepted)…​

  • Agreement for Sale & Purchase (signed by all parties - purchasers & vendors)

  • Property Valuation (either registered valuation or government / rateable valuation as directed by your adviser)