Forms and resources
The forms, checklists, and Broker tools you'll need to make doing business with your clients easier.
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 785KB)
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 23KB)
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 208KB)
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.
Home loan borrowing power
Calculate borrowing capacity, and what the loan repayments could be at different repayment frequencies.
Home loan refinancing
Thinking about switching a home loan to us? See the estimated savings that could be made by refinancing.
Quick tips, handy tools, and resources
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Tools and niches
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)
This information is general in nature and has been prepared without taking your objectives, needs and overall financial situation into account. For this reason, you should consider the appropriateness of the information to your own circumstances and, if necessary, seek appropriate professional advice.
Taxation considerations in this publication should not be interpreted or used as tax advice or a tax guide.