Upfront Valuation

Order Form

Broker Full Name*

Email*

Broker Mobile*

Borrowers Full Name or Company/Trust Name*

Security Address*

Property Access Details

Contact Name*

Type*

* If 'Other' selected please provide brief description:

Mobile*

Alternate Phone

Access Email*

Product Type*

Deal Type*

Loan Amount*

Type of Security*

Valuation Type*

Property Type*

Supporting Documents to be emailed to valuations@wlth.com

Commercial

Contract of Sale (Purchase)
Lease Agreement (If applicable)
Applicable specification and plans

NDIS Construction

Contract of Sale
Building Certification
Floor Plan
SDA Level (If not stipulated in Contract or Build Cert)

Co-Living Construction

Contract of Sale
Build Contract
Floor Plan

Residential Construction

Contract of Sale
Build Contract

Refinance

Rates Notice

NDIS Complete

As built certificate issued by NDIS
Contract of Sale
Lease or Sub-lease (If applicable)
Floor plan with area breakdown

Co-Living Complete

Contract of Sale
Floor Plan
Lease or Sub-Lease (If applicable)

Residential Complete

Contract of Sale
Lease or Sub-Lease (If applicable)

I confirm that servicing is evident on the related application and that the customer(s) are aware of applicable rates, fees, and charges relevant to the application.*

By completing and submitting this Upfront Valuation form to WLTH, I/We hereby:
• authorise the Lender or Agent to deduct the upfront valuation cost from earned commissions; OR,
• confirm that we are liable to pay the upfront valuation cost if a deduction from commissions is not available.

By submitting this statement you agree to the following:

WLTH- terms and conditions, privacy, and disclosure statement.
Mortgage Mart- terms and conditions, and privacy.