CLPC Broker Instruction Form

Your Details

Broker Name *

Company Name *

Application Shortname

e.g. J & J Doe

What Services Do You Require (select all that apply)

Loan Processing

Parabroking + Lodgement (Initial Assessment/Loan Options)

Parabroking + Lodgement (Compliance Doc Setup e.g. Lender Chosen)

Parabroking + Formal

Parabroking + Settlement

Loan Processing

Are there docs available for download from a doc portal? e.g. FinanceVault, FileInvite

Yes

Client 1

New Contact

Existing Contact

Mrs

First Name *

Middle Name

Last Name *

Date of Birth

Marital Status

Mobile

Client 2

New Contact

Existing Contact

Mrs

First Name

Middle Name

Last Name

Date of Birth

Marital Status

Mobile

Attach any additional docs for the deal

Maximum file size: 15MB

Parabroking + Lodgement (Loan Options)

Location of Client Files

CLPC Sharepoint

My Sharepoint (please provide link if we don't already have access)My Sharepoint (please provide link if we don't already have access)

To ensure we can proceed with Loan Options, the below pre-requisites are required.

(Note: We may not be able to start this task if the below items are not provided)

Please tick which pre-requisites you have checked/completed

Credit Guide & Privacy completed

CRM fact find is up to date and accurate, reflecting clients current position & correct personal details (i.e. name, dependants)

Minimium supporting docs are available for us to review

Equifax report is done and saved to client file

Adequate notes are provided on clients objectives (e.g. interview notes)

Preferred Lenders

Please let us know if you have a strong preference for a lender or lenders already (if not, leave blank)

Lender 1 Name

Lender 2 Name

Lender 3 Name

Lender 4 Name

Loan Purpose 1

OO/INV? *

Owner Occupied

Investment

Refi/Purchase *

Refinance

Purchase

Top-Up

Advance Amount

Fast Refinance Process Applies?

Yes

Streamlined Refinance Process Applies?

Yes

Loan Purpose 2

OO/INV?

Owner Occupied

Investment

Refi/Purchase

Refinance

Purchase

Top-Up

Advance Amount

Fast Refinance Process Applies?

Yes

Streamlined Refinance Process Applies?

Yes

Loan Purpose 3

OO/INV?

Owner Occupied

Investment

Refi/Purchase

Refinance

Purchase

Top-Up

Advance Amount

Fast Refinance Process Applies?

Yes

Streamlined Refinance Process Applies?

Yes

Loan Purpose 4

OO/INV?

Owner Occupied

Investment

Refi/Purchase

Refinance

Purchase

Top-Up

Advance Amount

Fast Refinance Process Applies?

Yes

Streamlined Refinance Process Applies?

Yes

First Home Buyers & Guarantee Schemes

Family Home Guarantee Scheme Apply?

Yes

First Home Guarantee Scheme Apply?

Yes

Is this client a First Home Buyer?

Yes

Parabroking Instructions / Notes

Notes for Parabroking Team (i.e. anything specific we need to know for the initial assessment of the deal)?

Parabroking + Lodgement (Compliance Doc Setup)

Location of Client Files

CLPC Sharepoint

My Sharepoint (please provide link if we don't already have access)My Sharepoint (please provide link if we don't already have access)

Is There a Finance Clause / Deadline?

Yes

Finance Due Date

To ensure we can proceed with Compliance Doc setup, the below pre-requisites are required.

(Note: We may not be able to start this task if the below items are not provided)

Please tick which pre-requisites you have checked/completed

Quickli calculator up to date and correct

CRM fact find is up to date and accurate, reflecting clients current position & correct personal details (i.e. name, dependants)

All income, assets & liabilities have been verified and CRM is up to date

All supporting docs on file have been reviewed

Up to date pricing held for lender chosen

Valuation on file

Post code checks done and scenarios run past BDMs if required

Adequate notes are provided on clients objectives (e.g. interview notes) & any key areas to be noted re: clients situation are included on the Instruction form

Loan Structure

Lender

Product Name

If known

Construction Deal? (Tick applicable)

Land & Build Together

Land Only

Build Only

Base Loan Amount

Additional Funds Required

Total Loan Amount

New Bank Fees

DA Fees

Loan Structure Notes

Please provide detailed notes re: cross tied securities, increase information etc

Offset Accounts

Will the clients require an offset account?

Yes

Create a New Account / Link to Existing?

Create a New Account

Link to an Existing Account

Are Multiple Offsets Required?

Yes

Number of Offset Accounts Required

Loan Structure & Deal Critical Info

Is this an internal refi?

Yes

Are there any specific fees that need to be included in the clients compliance doc? (e.g. Credit Assistance fee)

Should the streamlined refi process be used?

Yes

Should the Fast Refi process be used?

Yes

Unique Policies / Exceptions to be Noted? (please provide details)

e.g. No LMI policy, professional accountant policy

If there's something else we need to know about the deal, please don't forget to tell us

Provide additional information that may be beneficial to this deal. i.e ATO debts to consider, unique income etc

Parabroking + Formal Service

Please email your conditional approval / MIR notice from the lender to parabroker@clpc.com.au

Parabroking + Settlement Service

Please email your mortgage docs prepared notification to parabroker@clpc.com.au

Would you like a copy of this form submission?

Yes

Your Email Address

If you are human, leave this field blank.

CLPC Broker Instruction Form

Welcome CLPC Broker

Your Details

What Services Do You Require (select all that apply)

Loan Processing

Client 1

Client 2

Parabroking + Lodgement (Loan Options)

To ensure we can proceed with Loan Options, the below pre-requisites are required.

Preferred Lenders

Loan Purpose 1

Loan Purpose 2

Loan Purpose 3

Loan Purpose 4

First Home Buyers & Guarantee Schemes

Parabroking Instructions / Notes

Parabroking + Lodgement (Compliance Doc Setup)

To ensure we can proceed with Compliance Doc setup, the below pre-requisites are required.

Loan Structure

Offset Accounts

Loan Structure & Deal Critical Info

Parabroking + Formal Service

Parabroking + Settlement Service