Needs analysis 1 Name of your current lender? _ 2 What type of mortgage loan do you have? _ 3 Why did you choose this particular loan and lender? _ 4 What is the interest rate? _ 5 What are your payments? Amount _ 6 Frequency _ 7 Do you know the fees and charges? _ 8 What is your proposed purpose for the loan you are applying for? _ 9 Branch access available with current lender _ 10 Internet banking available with current lender _ 11 Phone banking available with current lender _ 12 Lenders not to be considered _ 13 Type of loan sought _ 14 Preferred Interest rate range _ 15 Payment frequency _ 16 Redraw _ 17 Offset _