Forms and resources
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)
To be lodged with every home loan application
To be completed and signed by all applicants/guarantors
This declaration relates to salary sacrifice arrangements currently in place between the customer and their employer
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.
Information about the acknowledgements and confirmations you make and the consents that you give us in connection with a home loan application.
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 for brokers.
To be completed when a property/security has been sold, a loan is to be refinanced or there is a need to release security.
To be used to request a change the category/purpose of your home loan i.e Owner Occupier or Residential Investment.
To be completed where customers want to obtain copies of documents or contracts.
First Home Owner Grants
First Home Owners Grant Application Guide - New South Wales
First Home Owners Grant Application Guide - Northern Territory
First Home Owners Grant Application Guide - Queensland
First Home Owners Grant Application Guide - South Australia
First Home Owners Grant Application Guide - Tasmania
First Home Owners Grant Application Guide - Victoria
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.
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).
Requirements and Objectives.
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.
Brokers submitting a broker-introduced home loan will now complete an updated version of the R&O Form.
Use this form as a reference guide to fill out the below Bank of Melbourne Residential & Business Lending Form.
This interactive PDF is for all Broker assisted customers applying for Business, Personal Finance or a combination of both.
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.
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.
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.
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).
Use this form for applicable business lending applications, including the SIMPLE+ submission pathway.
Quick tips, handy tools, and resources
Tools and niches
Options and features
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.
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.