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Broker forms

Note: Dynamic PDFs and other forms must be downloaded as they will not display correctly in a web browser. Please download these forms to your computer before use.

Application to settlement (Residential)

Minimum required documents checklist  (PDF 368KB)

To be lodged with every home loan application

Home loan application form (PDF 660KB)

To be completed and signed by all applicants/guarantors

Salary sacrifice declaration form (PDF 657KB)

This declaration relates to salary sacrifice arrangements currently in place between the customer and their employer

Customer Account Opening Form (Transaction & Offset) (PDF 638KB)

Please complete this form if your client is applying for a new offset account or transaction account and submit it as part of their application on ApplyOnline.

Acknowledgements, Confirmations and Consents form (PDF 27KB)

Information about the acknowledgements and confirmations you make and the consents that you give us in connection with a home loan application.

Lenders Mortgage Insurance (LMI) Fact Sheet

Use to educate customers who's deposit is less than 20% or where other circumstances Lenders Mortgage Insurance is required

 

 

Post settlement (Residential)

Existing loan maintenance checklist

Existing loan maintenance checklist for brokers.

Request to vary security form

To be completed when a property/security has been sold, a loan is to be refinanced or there is a need to release security.

Loan category switch form (PDF 633KB)

To be used to request a change the category/purpose of your home loan i.e Owner Occupier or Residential Investment.

Request copies of documents or contracts (PDF 659KB)

To be completed where customers want to obtain copies of documents or contracts.

 

First Home Owner Grants

NSW Help Guide (PDF 4MB)

First Home Owners Grant Application Guide - New South Wales

NT Help Guide (PDF 2MB)

First Home Owners Grant Application Guide - Northern Territory

QLD Help Guide (PDF 1MB)

First Home Owners Grant Application Guide - Queensland

SA Help Guide (PDF 1MB)

First Home Owners Grant Application Guide - South Australia

TAS Help Guide (PDF 2MB)

First Home Owners Grant Application Guide - Tasmania

VIC Help Guide (PDF 1MB)

First Home Owners Grant Application Guide - Victoria

WA Help Guide (PDF 3MB)

First Home Owners Grant Application Guide - Western Australia

 

Commercial and Business Lending

Note: Dynamic PDFs must be downloaded as they will not display correctly in a web browser. Please download these forms to your computer before use.

Responsible Lending - Requirements and Objectives Form (Dynamic PDF)

This form is to be used by brokers to record the customer’s requirements & objectives when submitting a home loan application outside of ApplyOnline (e.g. within a deal being submitted through Business Banking).

Responsible Lending - Guidelines for Brokers

Requirements and Objectives.

FAQs

Responsible lending requires us to have detailed conversations with customers to understand their requirements and objectives (R&O) and financial situation, so that we can assess the suitability of a credit contract. 

QRG - Non-Electronically Lodged Home Loans

Brokers submitting a broker-introduced home loan will now complete an updated version of the R&O Form. 

Reference Guide: You’re In Business – Residential & Business Lending Form (PDF 2MB)

Use this form as a reference guide to fill out the below Bank of Melbourne Residential & Business Lending Form.

You’re In Business – Residential & Business Lending Form (PDF 1MB)

This interactive PDF is for all Broker assisted customers applying for Business, Personal Finance or a combination of both. 

Checklist - loans up to $3m (PDF 123KB)
Checklist - loans $3m and above (PDF 170KB)

To help make your loan-submitting process quicker and easier, here is a range of Commercial Broker checklists.
Please remember though, that these checklists are cursory guides, and that in some cases additional documents may be required.

Direct debit request service agreement (PDF 115KB)

To be handed to all customers completing a direct debit request

 

SIMPLE+ Submission Pathway

For non-complex customers looking to access funding up to $3M.

SIMPLE+ offers non-complex customers who are seeking smaller loan amounts an easier way to do business with us. Bankers and Brokers may use the new SIMPLE+ Serviceability Tool to confidently assess transactions for eligibility and serviceability. Customers can benefit from a streamlined application form and fewer documentation requirements compared to the Full Application pathway.

For further information, please refer to the SIMPLE+ Broker Flyer

The SIMPLE+ Application Form can be found below.

The SIMPLE+ pathway is ongoing and part of our usual Business Credit Policy. Credit criteria, terms and conditions, fees and charges apply. 

SIMPLE+ Application Form (PDF 3MB)

Use this form if your customer is eligible to apply for business lending under the SIMPLE+ submission pathway (must be accompanied by the Business Finance Consent form).

Business Finance Consent (PDF 190KB)

Use this form for applicable business lending applications, including the SIMPLE+ submission pathway.

SIMPLE+ Broker Support Pack (PDF 698KB)

 

Other

Notice to Borrowers & Guarantors Regarding Copy of Valuation (PDF 648KB)

To be completed as a notice to borrowers and guarantors regarding copy of valuation

Verification details indigenous individuals (PDF 605KB)

Complete this form when confirming the identity of an individual who is acquiring a product and/or service.

 

Popular calculators

 

Home loan repayments

Estimate mortgage repayments based on the loan amount, fixed rate or variable, and monthly or fortnightly. 

Repayment calculator

Home loan borrowing power

Calculate borrowing capacity, and what the loan repayments could be at different repayment frequencies.

Borrowing capacity calculator

Home loan refinancing

Thinking about switching a home loan to us? See the estimated savings that could be made by refinancing.

Refinance calculator

Important information

Conditions, credit criteria, fees and charges apply.  Based on BankSA’s credit criteria, residential lending is not available for Non-Australian resident borrowers. Interest rates subject to change. Before making a decision, it’s best to read the terms and conditions.

Loan Accounts – Charges for specific services and accounts (PDF 55KB)

Advantage Package - Terms and Conditions (PDF 444KB)

The information on our website is prepared without knowing your personal financial circumstances. Before you act on this or any advice, please consider if it’s right for you. If you need help, call 13 13 76.

Tax consequences may arise from offers and promotions for investors and customers should seek independent advice on any taxation matters.

  1. Tax consequences may arise from offers and promotions for investors and customers should seek independent advice on any taxation matters.