Pre-launch

Creditcrest Apply

The application form as proof that reasonable inquiries were made. A bank statement shows what came in and went out. It cannot say what the loan is for, whether the job it shows ends next month, or how many people the wage feeds. Those take a question. Apply asks them, lets the lender change them, refuses a form that stops covering what the law requires, and seals what was asked and answered into a record that Compliance, Decisioning and Intent read.

Whose form was it?

Before this product, the application form’s content was Evercrest Finance’s. The 25 September 2026 handover marked the form versions 1.0 to 1.8, the loan-purpose list and the gambling questionnaire as that lender’s and did not carry them. Creditcrest had the machinery in LoanManager: a form as data, answers checked against the exact version and sealed. It had no questions, and nothing tied a question to the obligation it discharges. The questions below are Creditcrest’s own.

Small amount credit contract · Medium amount credit contract · Unsecured personal loan · Secured car loan · Home loan · Business loan

1. The standard form for a secured car loan, and what it covers

38 questions. Every topic the inquiries must cover for a secured car loan has at least one question.

TopicProvision, and ASIC’s readingFor this kindAsked by
What the credit is forNational Credit Act s 130(1)(a)
RG 209.51(c) — “likely to need”
required — coveredWhat is the loan for? loan.purpose
Tell us what the loan is for. loan.purpose_detail, when it applies
Will more than half of the loan be used for a business or an investment other than residential property? loan.for_business
How much is wantedNational Credit Act s 130(1)(a)
RG 209.51(a) — “likely to need”
required — coveredHow much do you want to borrow, in dollars? loan.amount
How did you arrive at that amount — a quote, a bill, a price? loan.amount_reason, optional
Over how long, and how often repayments suitNational Credit Act s 130(1)(a)
RG 209.51 — “likely to need”
required — coveredOver how many months do you want to repay it? loan.term_months
How often would you like to make repayments? loan.repayment_frequency
Features wanted or to be avoidedNational Credit Act s 130(1)(a)
RG 209.51(d) — “likely to need”
required — coveredDo you expect to pay the loan off early? loan.early_repayment
Is there anything the loan must have, or must not have? For example fixed repayments, a redraw, no early exit fee. loan.features_needed, optional
Income — amount, how often, where fromNational Credit Act s 130(1)(b)
RG 209.59, RG 209.61 — “will need”
required — coveredWhat is your take-home pay after tax, each time you are paid? income.amount
How often are you paid? income.frequency
Where does that income come from? income.source
Any other regular income, after tax, per month? Enter 0 if none. income.other_monthly
Employment and how settled it isNational Credit Act s 130(1)(b)
RG 209.62 — “will need”
required — coveredWhich best describes your work? employment.status
How many months have you been in your current job or business? Enter 0 if not working. employment.months
Housing and what it costsNational Credit Act s 130(1)(b)
RG 209.65, RG 209.67(b) — “likely to need”
required — coveredWhich best describes where you live? housing.situation
What is your share of the rent, board or mortgage, per month? Enter 0 if none. housing.cost_monthly
Living expensesNational Credit Act s 130(1)(b)
RG 209.59, RG 209.67(b) — “will need”
required — coveredGroceries and household supplies, per month. expenses.groceries
Electricity, gas, water and council rates, per month. expenses.utilities
Fuel, public transport, car registration and servicing, per month. expenses.transport
Insurance — health, car, home and contents, life — per month. expenses.insurance
Medical, dental and medicines not covered by insurance, per month. expenses.health
Childcare and education, per month. expenses.education
Phone and internet, per month. expenses.telco
Anything else you spend on regularly — clothing, personal care, pets, subscriptions — per month. expenses.other
Other credit — repayments, limits, arrearsNational Credit Act s 130(1)(b)
RG 209.67(a) — “likely to need”
required — coveredTotal repayments on all your other loans, credit cards and buy now pay later, per month. Enter 0 if none. credit.repayments_monthly
The total limit on all your credit cards, even if they are paid off. Enter 0 if none. credit.card_limits
Are you behind on, in a hardship arrangement for, or in default on any other loan or credit card? credit.in_arrears_or_hardship
Other commitments — child support, court orders, school feesNational Credit Act s 130(1)(b)
RG 209.67(a) — “likely to need”
required — coveredChild support or maintenance you pay, per month. Enter 0 if none. commitments.child_support_monthly
Any other payment you must make — school fees, a court order, money to family — per month. Enter 0 if none. commitments.other_monthly
Household and dependantsNational Credit Act s 130(1)(b)
RG 209.58 — “likely to need”
required — coveredAre you applying on your own, or do you share your living costs with a partner? household.relationship
How many people depend on you financially — children or others? Enter 0 if none. household.dependants
Assets and savingsNational Credit Act s 130(1)(b)
RG 209.79 — “likely to need”
required — coveredSavings and money in the bank, in dollars. assets.savings
The value of any vehicle you own, in dollars. Enter 0 if none. assets.vehicle_value
Changes that are reasonably foreseeableNational Credit Act s 130(1)(b)
RG 209.61, RG 209.64, RG 209.65, RG 209.180 — “will need”
required — coveredIn the next twelve months, do you expect your income to fall or your costs to rise? For example a job or contract ending, parental leave, retirement, a rent increase, or a fixed rate ending. changes.expected
What do you expect to change, and when? changes.detail, when it applies
Roughly how much worse off each month would that leave you, in dollars? changes.effect_monthly, when it applies

The Act names the two inquiries — requirements and objectives, and financial situation (National Credit Act s 130(1)(a), National Credit Act s 130(1)(b)) — and not their contents. The topics are ASIC’s reading of them in Regulatory Guide 209, which is guidance rather than law, and whose words — “will need” or “likely to need” — are shown beside each. Changes that are reasonably foreseeable are not in the Act’s text at all: they come from RG 209 and the Explanatory Memorandum, and hang on s 131(2)’s question of whether the consumer is likely to be able to pay. RG 209.61: “You will need information about the amount, frequency and source of income, and changes that are reasonably foreseeable.” © Australian Securities & Investments Commission: Reproduced with permission.

Other small amount credit is asked on the standard small amount form and is not required: the presumption it fed was repealed on 12 June 2023 and nothing replaced it. A lender may drop it without an exception.

2. A lender changes the form

The lender removes the three questions about what is going to change, and rewords the income question. 4 changes, each kept with the words before and after.

Refused

Nothing on the form asks about changes that are reasonably foreseeable, which the inquiries must cover for a secured car loan (National Credit Act s 130(1)(b)). Add a question, or record why it is not asked and have a second person approve that.

Refused again: the person who asked also approved

The exception for changes that are reasonably foreseeable does not stand: sales.manager asked for this change and approved it. A second person approves, or it is one person’s change. A form cannot be published leaving a required topic unasked until a second person has approved why.

Published, with the exception on file

A second person approved the reason: “Asked by the assessor on the call and recorded in the case notes instead of on the form.” Every record made on this form carries that reason and who approved it, where the question would have been.

See the sealed record of a personal loan application.

For a program

GET /v1/apply/form?kind=car for the standard form and its coverage. POST /v1/apply/customise, /v1/apply/coverage, /v1/apply/publish and /v1/apply/record take a lender’s own form and answers. Nothing is kept.