Annual review with Carrie

Before you complete the below form please take some time to screen print your home loan/s (on a computer preferably not a phone – showing balance/redraw/offset and current interest rate) or have your home loan statements on hand, ready to upload the documents at the bottom of this page. You can Click here to have a read of our blog on how we need this done.

Your full name:

Your email address:

Email address for any other owners on the title:

How would you like to do your annual check in?

How would you like us to review your current home loan/s? We can just review your rates if you aren't interested in changing lenders. Or we can review your current lender and compare other lenders that might be suitable. We can also provide fixed rates for your lender, please select from below:

Is your home loan secured by a guarantor?

Do you have debt outside of any home loans? Please give a brief summary (credit cards, afterpay, go cards, personal loans, car loans):

Do you need a review of any personal and life insurances:

Do you want us to get a building insurance company (allianz) to provide you with a complimentary updated quote of any building or vehicle insurances:

Do you have any future plans you want your broker to be aware of such as new vehicle or investment property purchase, potential sale of any properties, retirement etc? If yes, please detail below and provide approximate dates:

Do you have any other questions regarding repayments, redraw, offset or anything else we can answer in our review:

Is there anything else we can do to help you right now:

Please upload your screenshots/statements for your loan/s below showing the interest rate and account details as well as any offsets (these are essential for Carrie to do your review):

Statements:

If you have any issues uploading your documents or the files are too large, please just email them to us here: carrie (at) uploans.com.au