Australian Home Loan & Mortgage Checklist
Standard mortgage broker document pack for Australian home purchase, refinance, and investor loans.
Checklist Items (6)
Standard document slots included when you send this request to a client.
Primary Photo ID (Passport or Driver Licence + Medicare Card)
Certified or clear high-resolution copies for all applicants.
Last 2 Consecutive Payslips
Recent payslips showing employer name, YTD gross, and net pay.
Most Recent ATO Notice of Assessment (NOA)
Finalized tax assessment from the ATO.
Last 3 to 6 Months Transaction & Savings Statements
Demonstrating genuine savings history with account holder name and BSB.
Last 3 Months Credit Card & Personal Loan Statements
Showing limits and outstanding balances for all liability accounts.
Contract of Sale & Section 32 / Vendor Statement
Required for property purchases once an offer has been accepted.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.