MBA Partners
First Home Buyers

There is lots of information for first home buyers to take in. We believe in providing you with the information you need to make a confident and controlled decision. Please contact us at any time to have any questions answered by a professional.

If you plan to make an application note the documentation below you will likely require and prepare now by ensuring you have this information available.


Documentation Checklist

Application Form

Please contact your MBA representative for a copy of an application form for your preferred loan.


New Purchase

  • Copy of Purchase contract (signed by purchaser and vendor)
  • Copy of three months savings.



Employees

  • Letter from Employer or 2 current pay slips
  • Last 2 years Group Certificates or tax returns (not tax assessment notices)


Self Employed

  • Last three years Profit and Loss and Balance Sheets for Business
  • Last three years Tax Returns for business and personal.
  • Trust Deed, if applicable.
  • Articles and Memorandum of Association, if applicable.


Investors

  • A letter from the agent or a copy of the Lease Agreement showing the rental income, or last three statements from managing agency.


Repayment History

  • Last 6 months Mortgage statements
  • Copy of 6 months statements for all other loans
  • Copy of latest statements for all credit cards
  • If client has been renting, a reference letter from the Agent showing Rent per week


Rates Notice

  • Recent, All properties.



Savings

  • Statements on savings accounts to verify balance unless balance is insignificant
  • Annual statement on investment/ Super


Building

  • Copy of Plans (Council approved plans to follow)
  • Copy of Builders insurance
  • Fixed Price contract


Identification

  • Passport and one other ID


Contact a Representative

Contact your MBA representative with any questions you may have or start your application process now!

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