Comprehensive Home Loan Application

Complete the fields below. Once submitted, a formal PDF application will be generated for your signature.

PERSONAL DETAILS

Application Field
Primary Applicant
Co-Applicant
Gender
Title
Surname
Firstname
Ethnic Group
ID type
ID number
Date of Birth
Income tax number
Do you file any tax return outside of South Africa
Tax Country
International Tax Number
Surety
Marital Status
Country of Marriage
Include spouses income ?
Number of dependants
Current residential status
Will this property be your main residence?
Are you buying a house for the first time?
Highest level of Education

BANK ACCOUNT DETAILS

Application Field
Primary Applicant
Co-Applicant
Bank
Branch and Code
Primary Account
Account Type
Description
Account Holder Name
Is this account in the name of the Legal Entity?
Business bank account? (yes/no)
Account Number
Balance
Debit / Credit
Monthly Instalment / Minimum Payment
Settle?
New Instalment

CONTACT DETAILS & ADDRESS

Application Field
Primary Applicant
Co-Applicant
SA citizen
Nationality
City of Birth
Country of Birth
Home language
Language for correspondence
Telephone (home)
Fax
Cellular
Email
Residential Street address line 1
Residential Street address line 2
Residential Suburb
Residential City/Town
Residential Province
Residential Country
Residential Street code
Length at residential address
Postal Street address line 1
Postal Street address line 2
Postal Suburb
Postal City/Town
Postal Province
Postal Country
Postal Street code

EMPLOYMENT

Application Field
Primary Applicant
Co-Applicant
Occupation status
Occupation level
Employment sector
Nature of occupation
How are you paid
Income source
Employer/Business name
Nature of business
Employee number
Employment period
Employer Street address line 1
Employer Street address line 2
Employer Suburb
Employer City/Town
Employer Province
Employer Country
Employer Code
Does this purchase coincide with a job change?

INCOME

Application Field
Primary Applicant
Co-Applicant
Basic Salary
Average Commissions
Investments
Rental Income
Monthly Car Allowance
Interest Income
Travel Allowance
Entertainment Allowance
Income From Sureties
Housing Subsidy
Maintenance / Alimony
Average Overtime
Gross Income

DEDUCTIONS

Application Field
Primary Applicant
Co-Applicant
Tax - PAYE/SITE
UIF
Other Deductions
TOTAL DEDUCTIONS

EXPENDITURE

Application Field
Primary Applicant
Co-Applicant
Rental
Maintenance / Alimony
Rates & Taxes
Levies
Water And Lights
Investments (Unit Trusts, Endowments)
Insurance And Funeral Policies
Assurance (Life, Retirement Annuities)
Groceries
Petrol And Car Maintenance
Home Maintenance / Garden Services
Clothing
Education
Entertainment
Medical
Donations
Cellphone
M-Net, DSTV And TV License
Security
Domestic Wages
TOTAL EXPENDITURE
NET SURPLUS

ASSETS

Application Field
Primary Applicant
Co-Applicant
Fixed Property
Vehicles
Investments
Furniture And Fittings
Other Assets
TOTAL ASSETS

LIABILITIES

Application Field
Primary Applicant
Co-Applicant
Mortgage Bonds
Installment Sales/Lease Agreements
Credit Cards
Personal Loans
TOTAL LIABILITIES

Consent & Declarations

By generating this document, you agree to the conditions set out regarding the retrieval of bank statements and credit bureau checks to assess your application and fight fraud. The generated PDF will contain the full legal declarations required for your physical or electronic signature.