BondMakers Application Form

Agency
/ ______
Agent / ______
Contact No. / ______
Section A - Type of Application
Individual Joint Multiple CC PTY Trust
Bond to be registered in the name of / ______
Section B Type of Loan
New / Building / Further / New on Unbonded
Further Loan- Existing Bond Acc No. / ______
Reason for Further Loan / ______
Section B1- Details of Loan/Further/Building
Purchase Price / ______/ Date of Purchase / Click here to enter a date.
Deposit / ______/ Add Initiation Fee to Bond Amount:Yes No
Amount Further Loan / ______/ Reason for Further Loan- Building Home Improvements Other
Total Loan / ______/ Are bond/transfer fees included: Yes No
Bond Amount to be registered / ______/ Account paid by: Debit Order Salary Deduction
If Building Loan Complete the following
Contractor / ______/ Tel / ______
Land Price / ______/ Contract Price / ______
Expected Completion / ______/ NHBRC, Plans, Finishing Schedule Attached- Y / N
Section C- Property Details/ Description
Type / Cluster / Dwelling / Sectional Title / Small Holding / Vacant
Size m₂ / ______/ Ptn / ______/ Erf / ______
Street Name & Number / ______
Suburb / ______/ City / ______/ Province / ___ / Postal / ___
Complete only if Sectional Title
Complex/Cluster Name / ______
Flat No / ______/ Unit No / ______/ Garage No / ______
Managing Agent / ______/ Contact No / ______
Section C1 Assessment Arrangements
Contact / ______/ Agent Seller Security Other
Contact No / ______/ Cell no / ______
Section C2 - Details of Registered Owner/Seller.
Complete if not already in Applicant Own Name.
Full Names of Seller / ______/ ID/Reg No / ______
Seller Contact No / ______
Bond Attorney / ______/ Transfer Attorney / ______
In the event of the Applicant/s requesting a 100% Mortgage Bond & receiving a lower offer by the bank.
Will the applicant be able to raise the necessary funds to cover the shortfall? / Yes / No
If Yes, please provide details of source / ______
Section D - Main Applicant
D1 Personal Details.
Surname / ______/ First Names / ______
No of Dependants / ______/ Title / Mr Mrs Miss Prof Dr Rev Other___
ID No / ______
Ethnic Group / Asian Coloured Black White / Smoke / Yes No
Nationality / SA / Other(specify) / Perm Residence
Complete Only if Non SA Citizen
Nationality / ______/ Country Passport Issued in / ______/ Country of Perm Res: / ___
Passport Issue Date / ______/ Passport Expiry Date / Enter a date. / Perm Res No / ______
Type of Permit: / ______/ Permit No: / ______/ Issue Date: / Enter a date. / Expiry: / Enter a date.
Contact Details / Tel. (H) / ______/ Cell / ______
Tel. (W) / ______/ Email / ______
Fax / ______
Residential address / ______
Postal Addressif differs / ______
Residential address since: / ______
Residential Status / Owner / Tenant / Boarder / Living with Parents / First Time Home Buyer Yes No
Existing Property / Sold / To be Sold / Let / To be Let
Home Language / English / Afrikaans / Tswana / Zulu / N Sotho / S Sotho / Xhosa
Venda / Ndebele / Tsonga / Swazi
Marital Status / Single Married Divorced Widow/er Separated Living Together
Marital Type / ANC With Accrual ANCWithout Accrual COP Traditional
Section D2 Banking & Financial Details
Institution / Branch / Acc Number / Account Holder
Cheque / ______/ ___ / ______/ ______
Cheque / ______/ ___ / ______/ ______
Mortgage / ______/ ___ / ______/ ______
Trans/Saving / ______/ ___ / ______/ ______
Credit Card / ______/ ___ / ______/ ______
Section D3 Employment Details
Occupational Status / Full TimeSelf EmployHome ExecStudentUnemployedPension/Retired PartTime Temp
Employment Sector / Agriculture□Security Civil Serv I.T Science Welfare Transport Industrial Education Sales
Finance Media Nature ConstructionLegalHealthCateringMilitary Other
Occupational Level / Senior Manager ManagerSupervisor Skilled Worker Semi-Skilled Unskilled Junior
Highest Qualification / School Leaver Diploma Degree Masters Doctorate
Name of Present Employer/Own Business(T/A) / ______
Address of Employer / ______/ Post Code / __
Current Position / ______/ Employ No / ______
Frequency of Income / Monthly / Weekly / Other / Start Date / Enter a date.
If less than 4 years- Previous Employer- / ______/ Years at Previous
Employer______
Section E - Spouse/ Co-Applicant
E1 Personal Details.
Surname / ______/ First Names / ______
No of Dependants / ______/ Title / Mr Mrs Miss Prof Dr Rev Other__
ID No / ______
Ethnic Group / Asian Coloured Black White / Smoke / Yes No
Nationality / SA / Other(specify) / Perm Residence
Complete Only if Non SA Citizen
Nationality / ______/ Country Passport Issued in / ______/ Country of Perm Res: / __
Passport Issue Date / Enter a date. / Passport Expiry Date / Enter a date. / Perm Res No / ______
Type of Permit: / ___ / Permit No: / ______/ Issue Date: / Enter a date. / Expiry: / Enter a date.
Contact Details / Tel. (H) / ______/ Cell / ______
Tel. (W) / ______/ Email / ______
Fax / ______
Residential address / ______
Postal Addressif differs / ______
Residential address since: / ______
Residential Status / Owner / Tenant / Boarder / Living with Parents / First Time Home Buyer Yes □ No □
Existing Property / Sold / To be Sold / Let / To be Let
Home Language / English / Afrikaans / Tswana / Zulu / N Sotho / S Sotho / Xhosa
Venda / Ndebele / Tsonga / Swazi
Marital Status / Single Married Divorced Widow/er Separated Living Together
Marital Type / ANC With Accrual ANC Without Accrual COP Traditional
Section E2 Banking & Financial Details
Institution / Branch / Acc Number / Account Holder
Cheque / ______/ ____ / ______/ ______
Cheque / ______/ ____ / ______/ ______
Mortgage / ______/ ____ / ______/ ______
Trans/Saving / ______/ ____ / ______/ ______
Credit Card / ______/ ____ / ______/ ______
Section E3 Employment Details
Occupational Status / Full TimeSelf EmployHome ExecStudentUnemployedPension/Retired PartTime Temp
Employment Sector / Agriculture□Security Civil Serv I.T Science Welfare Transport Industrial Education Sales
Finance Media Nature ConstructionLegalHealthCateringMilitary Other
Occupational Level / Senior Manager ManagerSupervisor Skilled Worker Semi-Skilled Unskilled Junior
Highest Qualification / School Leaver Diploma Degree Masters Doctorate
Name of Present Employer/Own Business(T/A) / ______
Address of Employer / ______/ Post Code / ___
Current Position / ______/ Employ No / ______
Frequency of Income / Monthly / Weekly / Other / Start Date / Enter a date.
If less than 4 years- Previous Employer- / ______/ Years at Previous
Employer______/ -
Section F - Income and Expenses: Main Applicant/Spouse/Co-applicant / -
Monthly Income / Main Applicant / Co-Applicant / -
Basic Salary / ______/ ______
Car/Travel Allowance / ______/ ______
Commission / ______/ ______
Housing Subsidy / ______/ ______
Overtime / ______/ ______
Other (Specify) / ______/ ______
Maintenance/Alimony / ______/ ______
Dividend Income/Investment / ______/ ______
Rental Income / ______/ ______
Total Gross Income / ______/ ______
Salary Deductions
Medical Aid / ______/ ______
Other Deductions / ______/ ______
PAYE Contribution/Tax/Site / ______/ ______
Pension / ______/ ______
UIF / ______/ ______
Nett Income / ______/ ______
Expenses
Assurances / ______/ ______
Levies(do not incl if it falls away) / ______/ ______
Mortgage/Rental (do not incl if it falls away) / ______/ ______
Rates & Taxes (do not incl if it falls away) / ______/ ______
Water & Lights / ______/ ______
Cellphone / ______/ ______
Clothing / ______/ ______
Domestic wages / ______/ ______
Education / ______/ ______
Entertainment / ______/ ______
Food/Groceries/Liquor/Cigarettes / ______/ ______
Investments / ______/ ______
Monthly Asset Finance (eg. TV, Lounge set) / ______/ ______
Mnet/DSTV/etc / ______/ ______
Security (eg Armed Response) / ______/ ______
Insurance (Short Term) / ______/ ______
Credit Card Minimum Payment / ______/ ______
Retail Card Min Paymenteg Woolworths,Edgars / ______/ ______
Personal Loans / ______/ ______
Vehicle Installment / ______/ ______
Fuel/Vehicle maintenance/Transport Cost / ______/ ______
Maintenance/Alimony / ______/ ______
Otherspecify / ______/ ______
Total Expenses / ______/ ______
Nett Income less Expenses / ______/ ______
Rental/Bond Installment that falls away / ______/ ______
Certified True and Correct
Main Applicant / Name / ______/ Signature / ______/ Date / Enter a date.
Co/applicant / Name / ______/ Signature / ______/ Date / Enter a date. /
Section G - Assets and Liabilities
Assets
Fixed property
Erf No / Suburb / Date of Purchase / Purchase Amount / Present Value
____ / ______/ Enter a date. / ______/ ______
____ / ______/ Enter a date. / ______/ ______
____ / ______/ Enter a date. / ______/ ______
____ / ______/ Enter a date. / ______/ ______
Vehicles
Make / Year / Date of Purchase / Purchase Amount / Present Value
______/ ___ / Enter a date. / ______/ ______
______/ ___ / Enter a date. / ______/ ______
______/ ___ / Enter a date. / ______/ ______
______/ ___ / Enter a date. / ______/ ______
Furniture and Fittings
Present Value / ______
Life Assurance
Company / Policy Number / Date Issued / Current value / Surrender Value
______/ ______/ Enter a date. / ______/ ______
______/ ______/ Enter a date. / ______/ ______
Investments
Type / Company / Present Value
______/ ______/ ______
______/ ______/ ______
Liabilities
Fixed property
Erf No / Suburb / Bank/Institution / Account Number / Amount Owing
______/ ______/ ______/ ______/ ______
______/ ______/ ______/ ______/ ______
______/ ______/ ______/ ______/ ______
Vehicles
Make/Model / Bank/Institution / Date of Purchase / Amount Owing
______/ ______/ ______/ ______
______/ ______/ ______/ ______
______/ ______/ ______/ ______
______/ ______/ ______/ ______
Personal Loans/Retail Cards/Other
Institution / Amount Owing
______/ ______
______/ ______
Certified True and Correct
Main Applicant / Name / ______/ Signature / ______/ Date / Enter a date.
Co/applicant / Name / ______/ Signature / ______/ Date / Enter a date.
Complete Section G only if Application Type is CC/PTY/Trust
Section G- Company Details.
Company Name / ______/ Type of Business / ______
Company Address / ______
City / ______/ Province / ______
VAT No: / ______/ Has the Co been Registered? / Yes / No
Reg No: / ______/ Co Tel No: / v / Co Fax No: / v
Section H- Credit Information
Have you signed surety/guarantee for any other Debt / Yes / No
If Yes- specify______Surety/Guarantee amount______at Bank/Institution______
Have you ever been declared Insolvent / Yes / No / Date of Insolvency: / Enter a date.
Do you have disputes with the Credit Bureau / Yes / No / If yes- specify: ______
Are you currently Insolvent/under judicial management/debt review/curatorship. / Yes / No / If yes- specify:______
Section I - Client Consent
- The applicant/s is hereby made aware that the Bank/Lender/Financial Institution will need to conduct a credit
bureau enquiry on the applicant/s herein to determine their creditworthiness in support of this application.
The applicant/s irrevocably gives consent to the Bank/Lender/Financial Institution to conduct such credit enquiry.
- Applicant/s give consent for the Bank/Lender/Financial Institution to share information, Positive & Negative
pertaining to this application with the Mortgage originator during the application process / Yes / No
- Applicant/s hereby gives consent to the Bank/Lender/Financial Institution to make contact with the
applicant/s for Marketing purposes. / Yes / No
- On the successful application, the applicant/s consent for an independent insurance company to give comparative
quotes for Mortgage Protection Cover. / Yes / No
I/We, the undersigned, hereby authorize and request BondMakers to obtain Credit Bureau reports.
Section J - Declaration by Purchaser
I/We hereby declare that to the best of my/our knowledge that the information providedto the bank in respectof this
application is true, accurate and correct.
Main Applicant / Name / ______/ Signature / ______/ Date / Enter a date
Co/applicant / Name / ______/ Signature / ______/ Date / Enter a date
Office Use Only - Section K - Warranty By Originator
The originator warrants that this application and supporting documentation is submitted by the Originator on
behalf of the applicant/s with the applicant/s knowledge and consent.
If signed on the applicants behalf, the originator warrants that it has been duly authorised by the applicant/s for this
purpose.
The originator further warrants to the best of its knowledge, that the documentation/information submitted by the
applicant/s in support of the application is not fraudulent, incorrect or misleading.
Originator Name / ______
Signed on or Behalf of Originator / Name: ______/ Signature: / ______

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