1
Personal details
2
Income and expenses
3
Property details
4
Consent
5
Signature
6
Document Uploads
Estate Agent / Lead provider name
Full names and Surname
*
ID number
*
Email
*
Phone (home)
Phone (Work)
Phone (Mobile)
*
Address
Highest level of education
School leaver - Pre grade 10
School leaver - Grade 10
School leaver - Grade 12
Certificate 24 months
Diploma 1 year
Diploma 2 year
Diploma 3 year
Diploma 3 & 3 years plus
Post graduate diploma 12 months
Degree
Honours
Doctorate
Masters
Employment sector
Agriculture
Armed forces
Catering and entertainment
Civil service
Communication
Construction
Education
Finance
Health
Industrial
I.T
Legal Profession
Media
Nature reserves
Sales and marketing
Science
Security
Transportation
Welfare
Other
Employer
Duration of employment
Employer address
Previous employer
Marital status
Single
Married
Separated
Divorced
Widower
Marital Contract
Community of property
ANC with accrual
ANC without accrual
Number of dependants
Have you ever been declared insolvent ?
No
Yes
Are you under administration / debt counceling ?
No
Yes
Banking details
Account name
Bank
Account type
Account number
INCOME
Average over 6 months
Average over 6 months
Average over 6 months
Average over 6 months
EXPENSES
Won't be settled
To be settled
All insurance including short term, life and funeral policies
All insurance including short term, life and funeral policies
PROPERTY DETAILS
Purchase price
Deposit
Loan amount required
CONSENT
MortgageMax, a division of BetterLife Origination Services Proprietary Limited (“MortgageMax”) and its MortgageMax Licensee1, together with other members of the BetterHome Group (comprising BetterHome Group Limited and entities in which it has a direct or indirect financial interest) (collectively “we” or “us”), offers a range of services relating to your home journey to make your home dreams come true, seamlessly and efficiently. MortgageMax accordingly offers the following services: (i) bond pre-qualification applications; (ii) credit checks; (iii) home loan applications to various credit providers including your nominated banks; (iv) insurance brokering services in relation to life (such as, but not limited to, life insurance) and non-life cover (such as, but not limited to, building and home contents insurance); (v) services regarding estate planning and wills; and (vi) personal loan services regarding assistance for transfer and bond costs; and (vii) other services that relate to the purchase of your home and/or fulfilling bond grant conditions (collectively “Services”). By signing this form in the space provided below, you appoint MortgageMax and the BetterHome Group to render the Services2 to you and appoint MortgageMax as your sole agent and on your behalf to submit an application to various financial institutions (including credit providers, banks insurers and registered financial services providers) for home loans and/or insurance cover and/or other products relating to the Services. You agree to MortgageMax’s Terms and Conditions available at https://www.MortgageMax.co.za. Declarations: I/we (the applicant/s) declare and confirm that - • I/we are not unrehabilitated insolvents and I/we have not applied for nor am I/are we under debt rescue • I/we hold no other citizenships and residence for local and international tax purposes, other than those disclosed in this application form. I/we will inform the relevant financial institution in writing of any change of this status within 30 days of the change of status. • I/we warrant that all information (irrespective of the format) supplied by me/us is to the best of my/our knowledge and belief true and correct in all material respects. I am not aware of any other information which would, if it were to become known to the financial institution, affect the consideration of my/our application in any way. • The bond consultant that has assisted me has explained the advantages of paying a deposit on the property I intend on purchasing and has also explained that there are costs involved in taking transfer of the property. • The Services provided require personal information being shared on any adequate platform including but not limited to contacting me/us via a phone call, WhatsApp, Email, SMS or any other digital means. • The Services provided by MortgageMax are not intended to be financial, tax or legal advice and should not be construed as such. MortgageMax and their service partners are not financial planners, financial brokers or tax advisers. My/our personal financial situation is unique and therefore before making any decisions utilising the information obtained from MortgageMax, I/we shall obtain advice from an accountant or other financial advisor who is fully aware of my individual circumstances and never take up a home loan that will stretch my repayment capacity to its maximum. CONSENTS In order to render the Services to you, we will process your personal information in accordance with the purpose for which it has been collected. For more information about how we protect personal information please see the privacy policy available at https://www.MortgageMax.co.za . By signing this form, you consent to MortgageMax, its MortgageMax Licensee and the BetterHome Group processing your personal information in order to render the aforementioned Services to you which includes, inter alia – • sharing your full name and other personal information, including but not limited to the Offer to Purchase, with us and our service providers for purposes of rendering the Services to you; • collecting your personal information (including your payslips, bank statements and identity verification information) from third parties including your financial institution, your employer(s), credit bureau, your bankers, your spouse, any co-applicant, educational institutions, any academic verification agencies and any governmental authority or other third party that processes information on behalf of any governmental authority; • obtaining your credit report from a credit bureau and to provide that report to a financial institution as part of the credit application, provide you with advice or assistance with managing your credit and/or challenging the accuracy of information stored by the bureau. You have been made aware that you are entitled to one free report per year from any registered credit bureau; • sharing your personal information with various third parties including, inter alia, members of the BetterHome Group, service providers to the BetterHome Group, including but not limited to credit bureaux, insurers, credit providers and financial institutions and their respective affiliates, Monify (in relation to personal loans); and any other person who requires your personal information in order for us to render or in connection with us rendering the Services or offer related banking products to you after your approval of the financial institution’s offer to finance your immovable property; • storing your personal information including storage on cloud facilities that may be located outside of South Africa. We will ensure that appropriate measures are put in place to protect your information in accordance with standards that are no less onerous than those imposed by South African laws; and • sharing, retaining, and further processing your personal information for research and statistical purpose CONSENT FORM – PROCESSING OF PERSONAL INFORMATION 1 The MortgageMax Licensee means the person or business that you have engaged to render the Services to you and which has concluded a licensing agreement with MortgageMax in terms of which the MortgageMax Licensee undertakes to utilise services, systems and/or the platform provided by or on behalf of MortgageMax to render the Services to you. 2 MortgageMax currently submits applications to ABSA Bank, First National Bank, NedBank, Standard Bank, Investec, Ithala, HiP (Housing Investment Partners), Sentinel, Auto Assist, Business Fuel and RMB Private Bank, however this list is not exhaustive and new credit providers may be added to this list from time to time.
Consent
*
I consent
I do not consent
The services provided by Durban Property Finance are not intended to be financial, tax or legal advice and should not be construed as such. Durban Property Finance and their service partners are not financial planners, brokers or tax advisers. Your personal financial situation is unique, and it is your responsibility, given your financial and other individual circumstances, to use any information and advice obtained through these services appropriately and responsibly when implementing your decisions. Before making any financial decisions or implementing any financial strategy, you should obtain advice from your accountant or other financial advisor who are fully aware of your individual circumstances and never take up a home loan that will stretch your repayment capacity to its maximum.
Signature
DOCUMENT UPLOADS
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Upload ID
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Payslips
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Bank Statements
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