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About

Property Referral

Please complete as much detail as possible - but feel free to ignore anything that isn't relevant or where you do not yet have the information at hand.

One of our Property Consultants will be in touch with you and / or your Client within 4 Business Hours or at the earliest appropriate time as per your request.

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Business Name
Business Type	Accountant Financial Planner Finance / Mortgage Broker Solicitor Conveyancer Other (detail below)
Contact Name
Position in Business
Referrer Contact Number
Email Address
Referrer Town / Suburb
Referrer Postcode
Existing Referral Partner?	YES NO
Has Client Reviewed our Web-site?	YES NO
Client Name/s
Client Contact Number
Best Contact Time	Any Morning Afternoon Evening
Contact Instructions	Contact Referral Partner 1st Contact Client Directly
Timeframe for Purchase	ASAP 1-3 Months 3-6 Months 6-12 Months More than 1 Year
Price Range	Up to $400K $400K - $600K $600K - $800K $800 to $1M More than $1M Undecided / Want advice
Geographic Area	Prefer Capital Cities Prefer Regional Areas Prefer Resort / Lifestyle areas Specific location (detail below)
Property Type	Medium / High Density dwellings House & Land / High Land Content Resort / Lifestyle dwelling Depends on geographic area Want advice on property type Other (detail below)
Client 1 Annual Income (or entity income)
Client 2 Annual Income
Purchasing Entity	Personal name/s - own home Personal name/s - investment Partnership Trust Company SMSF (Bare Trust) Other (detail below)
Number of other Investment Properties
Total Gross Annual Rent (exclude this purchase)
Has finance been approved / applied for	Yes - pre-approval in hand Application submitted Actively looking Not commenced
Details of lender or broker (if applicable)
Finance Instructions (if applicable)	Please assist / review Finance to be arranged by referrer Client already has finance in place
Client Residential Post Code
Who is your I-Financial Group BDM?
Comments or Questions