Home Loan Application Checklist Template Page 2
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1
2Borrowing purpose
Housing construction/renovation
You will need to provide us with a copy of an itemised tender/quote signed by the licensed builder, showing the
builder’s licence number. This tender must be dated within the last 14 days and must state that the price will
remain firm for at least 60 days.
Where a deposit has been paid, you will also need to provide a copy of the deposit receipt.
Plans and specifications
You will need to provide us with council approved plans and specifications before building starts.
Purchasing an existing property or vacant land
Provide a copy of the Contract of Sale from the selling agent. If a valuation is required, St.George Bank will
arrange it.
You will also need to provide a copy of the deposit receipt, showing the full agreed purchase price and balance
owing or a copy of the front page of the signed Contract of Sale.
Refinance
Provide copies of current loan statements for the existing loan for a period of at least the last six months, with
the date of the last transaction being no more than four weeks old.
E-statements are acceptable, however, at least one original loan statement is to be provided.
Borrowing against the equity in your current home
Provide copies of your latest water and council rates.
Paying out a joint owner
Provide a copy of a solicitor’s letter stating the amount required to pay out the other person. You will also need a
copy of the Court Order, if Orders under the Family Law Act or Defacto Relationship Act are to be complied with.
Other documentation
First Home Owner Grant Details
If you are eligible, we can help you with your application, and lodge it on your behalf.
Strata title
If you are buying a strata title unit, you will require a copy of the registered Strata Plan.
Company title
You will need to provide us with:
• A copy of the constitution of the company
• A copy of the minutes of the last three meetings held by the shareholders
• The name and telephone number of the company secretary
• A copy of the share certificate.
If your loan will be in a Company Name or Trustee, you need to provide us with:
• A copy of the constitution of the company
• A copy of the share certificate
• A copy of your current Family/Unit Trust Deed
• Proof of deposit.
Gifts from family and friends
Any gifts of money must be deposited into your St.George Bank savings account before you lodge your home loan
application. A letter of Gift is to be provided.
Sale of assets (other than real estate)
You will need to show evidence of the sale and deposit the proceeds into your St.George Bank savings account
before you lodge your home loan application.
Once you’re ready to go, it’s quick and easy to submit your application.
Things you should know: Important Information: The information on this form is
prepared without knowing your personal financial circumstances. Before you act
on this, please consider if it's right for you. If you need help, call 1300 786 029.
St.George Bank - a Division of Westpac Banking Corporation ABN 33 007 457
141 AFSL and Australian credit licence 233714. 00418 STG 03/15
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