> ## Documentation Index
> Fetch the complete documentation index at: https://help.kenekt.app/llms.txt
> Use this file to discover all available pages before exploring further.

# What the EOI Collects

> Every field the digital EOI asks for, step by step: what is required, what is optional, and what is never collected. Use it to compare against your own EOI form.

This page lists every piece of information the digital EOI collects, in the order the wizard asks for it. Use it to compare against your own EOI form, or to brief an agent before they sit down with a buyer.

**Required** means the agent cannot continue past the step, or submit, without it. Steps that do not apply to a purchase are skipped, so a cash buyer never sees the broker step and an individual buyer never sees the entity steps.

## Starting the EOI

| Field | Required | Notes |
| - | - | - |
| Availability confirmed with the account manager | Yes | A tick box on the Start EOI screen |
| Privacy notice | Recorded automatically | The notice is shown on the same screen; the EOI records which version the buyer was given |
| Purchase structure | Yes | Individual, Company, Trust or SMSF |

## Individual buyers

Up to four buyers on one EOI, one screen each.

| Field | Required | Notes |
| - | - | - |
| First name | Yes | As on their ID |
| Middle name | No | |
| Surname | Yes | |
| Email | Yes | |
| Mobile | Yes | |
| Residential address, suburb, state, postcode, country | Yes | |

## Company, trust or SMSF details

Asked once, when the purchaser is an entity.

| Field | Company | Trust | SMSF |
| - | - | - | - |
| Legal entity name | Asked | | |
| Trust name | | Asked | |
| Fund name | | | Asked |
| Trustee company | | Asked | Asked |
| ACN/ABN (the trustee's for a trust or SMSF) | Required | Required | Required |
| ASIC company extract | Optional | | |
| Trust deed | | Optional | |
| SMSF deed | | | Optional |

The name fills in automatically from the ABN where the lookup finds it. Documents can be a PDF or an image.

## People behind the entity

Everyone who owns or controls the company, trust or fund, one screen each, as many as needed. Each of them also has their ID sighted on the Upload IDs step.

| Field | Required | Notes |
| - | - | - |
| Role | Yes | Member, Director, Trustee, Appointor, Settlor or Authorised signatory |
| First name, middle name, surname | Asked | |
| Email | Asked | |
| Mobile | Asked | |

## Ownership

Shown when there is more than one buyer.

| Field | Required | Notes |
| - | - | - |
| Ownership type | Yes | Joint tenants, or tenants in common |
| Ownership percentage for each buyer | If tenants in common | Must add up to 100% |
| Names on the contract | Yes | Full legal names as they should appear on the contract |

## Purchase details

| Field | Required | Notes |
| - | - | - |
| Purchasing as | Asked | Investor or owner occupier |
| First home buyer | Asked | Yes or no |
| FIRB approval required | Asked | Yes or no |
| Initial deposit amount | No | |
| Initial deposit receipt | No | PDF or image |
| Inclusion upgrades | No | A file, for example the signed upgrades list |

## Finance

| Field | Required | Notes |
| - | - | - |
| Cash buyer | Asked | Yes or no. A cash buyer skips the rest of this step and the broker step |
| Finance approved | Asked | Yes or no |
| Finance approval document | If finance is approved | |
| Estimated finance approval date | No | |
| Guarantors: name, email, mobile | No | Company, trust and SMSF purchases only. Guarantors are recorded, not ID-checked |
| Notes | No | Any additional notes or special conditions |

## Solicitor or conveyancer

| Field | Required |
| - | - |
| Company | Yes |
| Contact name | Yes |
| Address, suburb, state, postcode | Yes |
| Mobile | Yes |
| Email | Yes |

## Finance broker

Optional: the agent can skip it if the buyer is going direct to their bank or has not chosen a broker.

| Field | Required |
| - | - |
| Company, contact name | No |
| Address, suburb, state, postcode | No |
| Phone, email | No |

## Upload IDs

One screen for each buyer, and for each person behind an entity. The agent sights the original ID in person.

| Field | Required | Notes |
| - | - | - |
| Date of birth | Yes | |
| ID type collected | Yes | Passport, driver licence or other |
| Where and when you met them | Yes | For example "Display suite, 24 Oct" |
| ID image, front | Yes | |
| ID image, back | No | |
| Photo of the buyer | No | |
| Buyer agreed to their ID being uploaded | Yes | A tick box confirming the privacy notice was given |

## Review and submit

| Field | Required | Notes |
| - | - | - |
| Electronic submission consent | Yes | "I consent to this Expression of Interest being submitted electronically and agree that an electronic submission has the same legal effect as a signed document." |

## What the EOI does not collect

* **The ID document number.** Only the type of document, the images, and where and when the agent met the buyer.
* **Tax file numbers, bank account details or signatures.** Electronic submission consent replaces the signature.

The submitted EOI becomes the contract pack your team receives: every field above, laid out for the contract, with the ID images and documents attached. See [What Happens Next](https://help.kenekt.app/help-guide/06-agent-portal/13-digital-eoi/06-what-happens-next.md).


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