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Level 13, 50 Cavill Ave, Surfers Paradise QLD 4217
Phone Us:
1300 243 189
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Home
About Us
Contact Us
Privacy & Security
Our Services
Loan Processing
Parabroking
Loan Snapshot – Dream Freedom Financial
Complete the below form to submit a new lead into the CLPC processing team.
CLPC Loan Snapshot - Dream Freedom Financial
Your Details
Broker Name
*
Gill McLean
Sean McLean
Jake Ruck
Broker Company Name
Lead Details
What Type of Deal is This?
*
Simple (new lead form)
Complex (loan snapshot)
Application Shortname
*
e.g. J & J Doe
AFG Paid Referrer Applicable?
*
Yes
No
Referrer's Name
Setup of Prelim Steps Done Already? Tick What You've Completed
*
New Lead Setup
Finance Vault
Any option left UNTICKED will be actioned by the team
CLPC to Issue Finance Vault to Client
Yes
No
Lodgement Type
*
Lodge to AOL (BrokerEngine)
Lodge to AOL (FLEX)
Flex ID To Be Worked On
Upfront Val Required
Yes
No
Is the relevant information for the val noted in CRM correctly?
Yes
No (provide updated details in notes)
Client 1
*
New Contact
Existing Contact
*
Mr
Mrs
Ms
Dr
Company Name
First Name
*
Middle Name
Last Name
*
Date of Birth
Drivers Licence Number
Marital Status
Single
De facto
Married
Divorced
Widowed
No. of Dependants
Home Phone
Mobile
Email
Client 2
New Contact
Existing Contact
Mr
Mrs
Ms
Dr
First Name
Middle Name
Last Name
Date of Birth
Drivers Licence Number
Marital Status
Single
De facto
Married
Divorced
Widowed
No. of Dependants
Home Phone
Mobile
Email
Preferred Lenders
Please ensure that this section is completed if a valuation is required
Lender 1 Name
Lender 2 Name
Lender 3 Name
Loan Purpose
OO/INV?
*
Owner Occupied
Investment
Refi/Purchase
*
Refinance
Purchase
Top-Up
Advance Amount
Are Multiple Offsets Required?
Yes
No
Number of Offset Accounts Required
1
2
3
4
5
6
7
8
9
10
Loan Notes
Parabroking Instructions / Notes
Additional Notes for Parabroking Team
Should the Fast Refinance Process be Used?
Yes
No
Client 1
*
New Contact
Existing Contact
*
Mr
Mrs
Ms
Dr
First Name
*
Middle Name
Last Name
*
Date of Birth
Drivers Licence Number
Marital Status
Single
De facto
Married
Divorced
Widowed
No. of Dependants
Home Phone
Mobile
Email
Self Employed
Yes
No
Client 2
New Contact
Existing Contact
Mr
Mrs
Ms
Dr
First Name
Middle Name
Last Name
Date of Birth
Drivers Licence Number
Marital Status
Single
De facto
Married
Divorced
Widowed
No. of Dependants
Home Phone
Mobile
Email
Self Employed
Yes
No
Security 1
Cross Collaterise?
Yes
Current Residential Address
Current Residential Address
Current Residential Address
Current Residential Address
Suburb
Suburb
State
State
Postcode
Postcode
Estimated Value
$
Security Purpose
Owner Occupied
Investment
Loan Purpose
Purchase
Refinance
Security 2
Cross Collaterise?
Yes
Current Residential Address
Current Residential Address
Current Residential Address
Current Residential Address
Suburb
Suburb
State
State
Postcode
Postcode
Estimated Value
$
Security Purpose
Owner Occupied
Investment
Loan Purpose
Purchase
Refinance
Security 3
Cross Collaterise?
Yes
Current Residential Address
Current Residential Address
Current Residential Address
Current Residential Address
Suburb
Suburb
State
State
Postcode
Postcode
Estimated Value
$
Security Purpose
Owner Occupied
Investment
Loan Purpose
Purchase
Refinance
Security 4
Cross Collaterise?
Yes
Current Residential Address
Current Residential Address
Current Residential Address
Current Residential Address
Suburb
Suburb
State
State
Postcode
Postcode
Estimated Value
$
Security Purpose
Owner Occupied
Investment
Loan Purpose
Purchase
Refinance
Current Lender 1
Lender Name
Amount Owing
$
Current Lender 2
Lender Name
Amount Owing
$
Preferred Lenders
Do Quickli?
Yes
No
Lender Name 1
*
Lender Name 2
*
Lender Name 3
Lender Name 4
Mortgage Insurance Required
Yes
No
Unsure
Loan Split 1
Loan Type
e.g. Home Loan, Commercial Loan, SMSF, Increase
Loan Purpose
Owner Occupied Purchase / Construction
Owner Occupied Refinance
Investment Purchase / Construction
Investment Refinance
Loan Split Amount
$
Variable
Fixed
Interest Only
Offset
Description
Credit Card Required?
Yes
No
Credit Card Limit
$
Loan Split 2
Loan Type
e.g. Home Loan, Commercial Loan, SMSF, Increase
Loan Purpose
Owner Occupied Purchase / Construction
Owner Occupied Refinance
Investment Purchase / Construction
Investment Refinance
Loan Split Amount
$
Variable
Fixed
Interest Only
Offset
Description
Credit Card Required?
Yes
No
Credit Card Limit
$
Loan Split 3
Loan Type
e.g. Home Loan, Commercial Loan, SMSF, Increase
Loan Purpose
Owner Occupied Purchase / Construction
Owner Occupied Refinance
Investment Purchase / Construction
Investment Refinance
Loan Split Amount
$
Variable
Fixed
Interest Only
Offset
Description
Credit Card Required?
Yes
No
Credit Card Limit
$
Loan Split 4
Loan Type
e.g. Home Loan, Commercial Loan, SMSF, Increase
Loan Purpose
Owner Occupied Purchase / Construction
Owner Occupied Refinance
Investment Purchase / Construction
Investment Refinance
Loan Split Amount
$
Variable
Fixed
Interest Only
Offset
Description
Credit Card Required?
Yes
No
Credit Card Limit
$
Overall Loan Term
Total LVR (%)
Loan Notes
Parabroker Instructions / Notes
Additional Notes for Parabroking Team
Should the Fast Refinance Process be Used?
Yes
No
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