1

Referrer

who the deal is for
No referrer found.
Referrers are listed by organisation and account owner. The opportunity is recorded as created by the user you pick, so it shows in their portal.
2

Client

is this a new or existing client?
Choose a referrer first. Only that organisation's clients are listed.
BC
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Open client
Contact changes are saved to the client record too.
3

Detailed opportunity information

Opportunities require detailed loan information. If you do not have these details at this time, we can complete these details later.

I do not have further information at this time
I have more loan information
4

Financial details

Funding
Will the property be funded solely from rental income?
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Addbacks
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Other questions
Does your business and/or the borrowing entity have any existing liabilities?
Are you looking to offer up additional property security to support your equity position?
Is the application an SMSF structure?
Do you have any existing or overdue ATO / tax liabilities?
Do you have any credit file issues e.g. paid or unpaid defaults?
Outcome
-ICR · interest cover ratio
-LVR · loan to value ratio
Please complete the fields above to reveal an initial outcome.
Proposed interest is assessed at 8.50% p.a., the rate set in Settings. Any "Yes" above turns a green outcome amber; an ICR under 1.5 is always red.
Please add any additional notes for this opportunity.
5

Terms & conditions

0 of 4 confirmed
Drafts skip validation.
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Progress

1Referrer-
2Client-
·Brief overviewrequired
3Loan informationlater
4Financial details-
5Terms & conditions0 / 4

On save

Save & submit checks the required fields and sets the status to Opportunity.
Save and return later saves whatever is filled in as a Draft, so you can finish it later.
A new client is created against the referrer’s organisation, even for a draft.