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Broker Resources

Forms - Residential

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


Form

Allstate

Allstate Application Form v22.1

Allstate Customer Identification KYC VOI

Allstate Privacy Consent Form v22.1

Allstate SMSF Application Form -V2.2 - May24

Allstate SMSF Checklist

Allstate Upfront Valuation Form

Cabernet (ORIGIN)

Cabernet Rate Lock Form

Cabernet Visa Debit Card Application Form

ORIGIN KYC-VOI Form

Red (RedZed)

Cash Out Purpose Declaration (>$500k)

Red Accountants Declaration

Red Allstate Privacy Consent Form

Red Applicant Impact Statement (case by case if relative)

Red Application Form Residential

Red Borrower Redraw Authority

Red Commercial Application Form

Red Customer Identification Form

Red Residential Supplementary Pack

Red Self Employed Declaration

Red VOI Identification Australia Post

Green (LoanWorks)

GREEN Accountants Declaration - May24

GREEN Client Declaration of Financial Position - May24

Navy (BC Invest)

Navy Accountant Declaration

NAVY Home Loan Application Form v3.0 - May24

Navy Prime Altdoc and FD Checklist

Navy Self Employed Income Declaration

Navy SMSF Checklist

Ocean (ORDE)

Ocean Accountants Declaration

Ocean COVID-19 Questionnaire (heavily impacted industries only)

Ocean Customer Identification Checklist

Ocean Self Certified Income Declaration

Ocean Upfront Valuation Form

Ocean VOI Identification Australia Post

Orange (Resimac)

Orange Accountants Verification

Orange Living Expense Form

Orange Rate Lock Application Form

Orange Self Certification Declaration

Purple (La Trobe)

Purple Accountants Declaration

Purple Borrower Repayment Declaration

Purple Broker Interview Guide

Purple GST Declaration Purchases Only

Purple Non Resident Requirements - Self-employed | PAYG

Purple Relocation Loan Borrower Declaration

Purple VOI Identification Australia Post

Fact Sheet

Orange (Resimac)

Orange Flame 98 Qualifying Tool