Application details
Your main contact details and a simple summary of what you’d like to do. Individual loan splits are captured later.
Broker / referrer details
Optional — complete this when the application comes through a broker, referrer or partner.
Overall application purpose
Applicant details
Choose your applicant type first. Names you add here become selectable choices in every later section.
Choose your applicant type
Individual applicant(s)
Add each person applying personally.
| Full name | DOB | Residency | Marital status | Phone | Role |
|---|
Companies / trusts / SMSFs / partnerships
Only if an entity is part of the application. Once created, entities become choices in loan, ownership and document sections.
| Entity name | Entity type | ABN / ACN | Trustee / directors | Roles in case | Notes |
|---|
Loan requirements
Add a facility for each separate loan or split — for example one home loan and one investment loan.
Assets & security
Enter each asset once, then link it to the relevant facility if it’s used as security.
| Asset type | Owner | Address / description | Value (AUD) | Existing debt | Security? | Linked facility | Priority |
|---|
Liabilities / debts
Link each debt to the relevant party and facility. If a loan is being paid out, enter the payout BSB and account so discharge details are captured upfront.
| Liability type | Lender | Borrower party | Linked facility | Limit | Balance | Repayment | Paid out? | Payout BSB | Payout acct |
|---|
Income
Income is linked to the party receiving it — PAYG, self-employed, rental, trust distributions and other recurring income.
| Income party | Income type | Source | Gross (AUD) | Net (AUD) | Frequency | Verification |
|---|
Living expenses / commitments
First add each expense owner (a person or household). Then add expense rows and select who each belongs to — this handles multiple families or households cleanly.
7A · Expense owners / households
| Owner / household | Basis | Adults | Dependants | Default frequency |
|---|
7B · Expense details
| Owner / household | Category | Amount (AUD) | Frequency | Type |
|---|
Document checklist
Identify documents that may be relevant. After you submit, we’ll send a secure upload link.
| Document type | Related party | Related facility | Status | Notes |
|---|
Declarations
What happens next
Once your form is received we create a secure case folder, save a PDF copy of this application, and send a secure upload link to the primary contact and broker only.
- Complete and submit this application form.
- We create a secure folder for your application.
- A PDF copy of this form is saved into your case folder.
- We email the primary contact and broker a secure upload link for ID, income, bank and loan statements.
- We review your situation and discuss suitable lender options with you.
Automated emails will come from your applications mailbox once the live process is connected.
Privacy consent
Collection, use and disclosure of your information
Upswing collects the personal, financial and credit-related information in this application so we can assess your enquiry, prepare your application, communicate with you, and submit or discuss it with relevant lenders, aggregators, service providers, credit reporting bodies, valuers, insurers, solicitors and accountants involved in arranging or assessing finance.- Information may include identity, contact, income, expenses, assets, liabilities, employment, entity, property and security details, and supporting documents.
- We use it to verify details, assess options, meet legal and compliance obligations, manage your file and contact you about this application.
- We may disclose relevant information to lenders and service providers so they can assess and process the application.
- You can ask to access or correct your information, or ask how it’s handled, by contacting Upswing.