JOB SHEET
DATE
*
TICK this box if URGENT
URGENT PROCESSING REQUIRED - Additional fee applies
Brokers Name
Brokers Company
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Email address
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Borrowers
Applicant - (Legal name)
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Guarantors
Guarantors - (Legal name)
Loan Details
Total Loan Amount
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Chosen Bank
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Split Amount
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Repayment Type
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P/I
I/O
Total Loan Term
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Interest Only Term
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1Yr
2Yr
3Yr
4Yr
5Yr
N/A
Interest Rate
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Fixed or Variable
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Fixed
Variable
Other Bank Comparisons
Chosen Bank 'Product Name'
Name banks to put as comparisons
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Actual name of Product selected
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Security Details
Type
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Resi - Owner Occupied
Resi - Investment
Comm - O/O
Comm - INV
Address
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Estimated Market Value
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If a Pre-Approval - what suburb are they look at
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Settlement date
Finance Clause date
Select date
Select date
LVR
Overall LVR
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Loan Purpose
Select all that apply
*
Purchase Investment
Purchase O/O
Pre-Approval
New building Construction
Renovations / Alterations
Refinance - (With FastRefi)
Refinance - (NOT FastRefi)
Debt Consolidation
Cash out
Other Purpose - give details below
Other purpose details
LMI
First Home Buyer
How Did you interview the client
Does The Loan amount include LMI
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Yes
No
N/A
Is client a first home buyer
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Yes
No
N/A
How did you interview the client
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In Person - Face to Face
Video Conference
N/A
COMPLIANCE
Mandatory to be completed by Broker:
1. Customer' Objective
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If comments already in Nexus just simply write - 'In Nexus'
2. Customer' Requirement
*
If comments already in Nexus just simply write - 'In Nexus'
3. Product Recommendation
*
If Comments already in Nexus just simply write 'In Nexus'
4. If this is not the cheapest lender -add a note 'it was selected because.'
*
If Comments already in Nexus just simply write 'In Nexus'
5. Note for the Bank regarding: Declared living expense are below HEM becuase
*
If Comments already in Nexus just simply write 'In Nexus'
6. Exit Strategy Notes - (Over 50yrs) for Nexus & The Bank
*
If Comments already in Nexus just simply write 'In Nexus'
Things we must know
OTHER IMPORTANT INFORMATION
Nexus Opportunity Name OR write B&WP to create
*
Do you want B&WP to issue Credit Guide?
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No - It has already been provided & recorded
Yes - No Signature required
Yes - Obtain signatures via Digisign
N/A
Do you want to check processing & documents before sending to the client?
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No
Yes
N/A
Does Client want Fixed Rate Lock?
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No
Yes
N/A
Good question - Not sure - Please ask client
Is this loan subject to 5% Deposit - First Home Buyers Scheme
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No
Yes
N/A
Is there a pricing Attached
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No
Yes
B&WP to arrange - at a cost
N/A
Servicing Calculator Attached
*
Yes - Held in Nexus
Yes - Emailed to admin@brokersteam.com.au
Yes - Attached to shared drive
No - B&WP will not start processing until received
Have you completed all BID / Compliance Questions
*
Yes
No - B&WP can not start processing until this is done.
N/A
Where are Supporting Documents held
*
In B&WP Shared Drive
Held In Nexus attachment
A chunk are missing - B&WP to chase (Additional fees apply - Minimum $80 + GST)
Has a Valuation been ordered
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Yes - Reference Number Provided in next field
Yes - Attached to supporting docs
No - Bank to order
Pre-Approval and/or Not required
Bels & Whistles to order - at a cost
ValEx Reference Number
Declared Living Expenses Confirmed
*
Yes - As per Servicing calc
Yes - As per Nexus
Yes - As per separate attachment
N/A
Can B&WP liaise direct with your client
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Yes
No
Service Request
Select Job required - Fees apply
Beginning to End
Submission / Process only
Process loan to Conditional Approval
Process Loan to Unconditional Approval
Follow up & Track to settlement after Lodgment
VALUATION – order plus follow up
Pricing
Construction - Manage Progress Payments
Type of Job - (Standard / Complex or Jumbo)
Please select job type
*
STANDARD - Max 2 Borrowers/applicants & Max 2 Properties
COMPLEX - Max 4 Borrowers/applicants / Guarantors & Max 4 Properties i.e. Trusts & SMSF
JUMBO - To be discussed with B&WP - Fee to be quoted
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