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Broker Resources

Forms - Commercial

The Solutionists at Allstate are keen to assist brokers to find the most suitable solution as quickly as possible.


Form

Allstate

Allstate App Form V25 -Broker Pages 1-4

Allstate Application Form v25 - Resi & Commercial

Allstate Customer Identification KYC VOI

Allstate Privacy Consent Form v25

Allstate Scenario Form

Allstate SMSF Application Form -V25 - Nov25

Cabernet

Cabernet Easy Refi SMSF Checklist - May25

Cabernet Flex SMSF Checklist - Std -28Nov25

Cabernet Third Party Access Form

ORIGIN KYC-VOI Form

Navy

Navy Accountant Declaration

Navy Allstate Privacy Consent Form v25

Navy Commercial SME Checklist

NAVY Home Loan Application Form v3.3 - 5Feb2026

Navy KYC-VOI Form

Navy Self Employed Income Declaration

Navy SMSF Checklist

NAVY SMSF Loan Application Form v2.3

Ocean

Ocean Accountants Declaration

Ocean Customer Identification Checklist

Ocean Self Certified Income Declaration - May25

Ocean Upfront Valuation Form - May25

Ocean VOI Identification Australia Post

Platinum

Platinum ID Form

Platinum SMSF Application Form

SMSF Additional Contributions Letter

Purple

Purple Accountants Declaration

Purple Borrower Repayment Declaration

Purple Broker Interview Guide - CODE Loans Only

Purple Easy Lodge Support Form

Purple GST Declaration [Purchases Only]

Purple Relocation Loan Borrower Declaration

Purple VOI Certificate