Broker Submission Notes – Orama Finance

Broker Submission Notes - Orama

Original Contact Source

Borrower/s

Guarantor/s

LOAN PURPOSE

WHAT ARE THE CLIENTS SPECIFIC GOALS & OBJECTIVES

WHAT ARE THE CLIENTS LONG TERM GOALS & OBJECTIVES

INCOME & EMPLOYMENT DETAILS (Inc. previous employment if <3 years)

LIABILITIES (Inc. ownership % if applicable)

PRODUCT INFORMATION (i.e. Reason why product was selected if applicable)

LIVING EXPENSES (i.e. Reasons why living expenses are low & purchase property expenses if applicable)

CREDIT ENQUIRY EXPLANATION (If applicable)

REASON WHY CUSTOMER WANTS EXCESS SURPLUS FUNDS

Account Name

BSB

Account No.

FORESEEABLE CHANGES IN FINANCIAL POSITION (Inc. Exit Strategy)

WHAT AGE ARE THE APPLICANTS PLANNING TO RETIRE?

IS THE APPLICANT WITHIN 7 YEARS OF THE STATUTORY RETIREMENT AGE?

HOW WOULD THE APPLICANT/S PROPOSE TO REPAY THE LOAN?

If you are human, leave this field blank.