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Complete the below form to submit a new lead into the CLPC processing team.
CLPC Loan Snapshot - Dream Freedom Financial

Your Details

Lead Details

What Type of Deal is This?
e.g. J & J Doe
Setup of Prelim Steps Done Already? Tick What You've Completed
Any option left UNTICKED will be actioned by the team
CLPC to Issue Finance Vault to Client
Lodgement Type
Upfront Val Required
Is the relevant information for the val noted in CRM correctly?

Client 1

Client 2

Preferred Lenders

Please ensure that this section is completed if a valuation is required

Loan Purpose

OO/INV?
Refi/Purchase

Client 1

Self Employed

Client 2

Self Employed

Security 1

Cross Collaterise?
Current Residential Address
Current Residential Address
Suburb
State
Postcode
$
Security Purpose
Loan Purpose

Security 2

Cross Collaterise?
Current Residential Address
Current Residential Address
Suburb
State
Postcode
$
Security Purpose
Loan Purpose

Security 3

Cross Collaterise?
Current Residential Address
Current Residential Address
Suburb
State
Postcode
$
Security Purpose
Loan Purpose

Security 4

Cross Collaterise?
Current Residential Address
Current Residential Address
Suburb
State
Postcode
$
Security Purpose
Loan Purpose

Current Lender 1

$

Current Lender 2

$

Preferred Lenders

Do Quickli?
Mortgage Insurance Required

Loan Split 1

e.g. Home Loan, Commercial Loan, SMSF, Increase
$
Credit Card Required?
$

Loan Split 2

e.g. Home Loan, Commercial Loan, SMSF, Increase
$
Credit Card Required?
$

Loan Split 3

e.g. Home Loan, Commercial Loan, SMSF, Increase
$
Credit Card Required?
$

Loan Split 4

e.g. Home Loan, Commercial Loan, SMSF, Increase
$
Credit Card Required?
$

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