Head Office:
Level 13, 50 Cavill Ave, Surfers Paradise QLD 4217
Phone Us:
1300 243 189
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CLPC Broker Cost Calculator
Contact Us
Privacy & Security
Our Services
Loan Processing
Parabroking
Loan Portfolio Services
Home
CLPC Broker Cost Calculator
Contact Us
Privacy & Security
Our Services
Loan Processing
Parabroking
Loan Portfolio Services
Instructions – Loan Options(new world)
Complete the below form to send a Loan Options request to the CLPC Parabroking team
Parabroking + Lodgement (Loan Options)
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
No
Streamlined Refinance Process Applies?
Yes
No
Loan Purpose 2
OO/INV?
Owner Occupied
Investment
Refi/Purchase
Refinance
Purchase
Top-Up
Advance Amount
Fast Refinance Process Applies?
Yes
No
Streamlined Refinance Process Applies?
Yes
No
Loan Purpose 3
OO/INV?
Owner Occupied
Investment
Refi/Purchase
Refinance
Purchase
Top-Up
Advance Amount
Fast Refinance Process Applies?
Yes
No
Streamlined Refinance Process Applies?
Yes
No
Loan Purpose 4
OO/INV?
Owner Occupied
Investment
Refi/Purchase
Refinance
Purchase
Top-Up
Advance Amount
Fast Refinance Process Applies?
Yes
No
Streamlined Refinance Process Applies?
Yes
No
First Home Buyers & Guarantee Schemes
Family Home Guarantee Scheme Apply?
Yes
No
First Home Guarantee Scheme Apply?
Yes
No
Is this client a First Home Buyer?
Yes
No
Parabroking Instructions / Notes
Notes for Parabroking Team (i.e. anything specific we need to know for the initial assessment of the deal)?
Submit
If you are human, leave this field blank.
