Head Office:
Level 13, 50 Cavill Ave, Surfers Paradise QLD 4217
Phone Us:
1300 243 189
Home
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
Loan Snapshot – The Funding Firm
Complete the below form to submit a new lead into the CLPC processing team.
CLPC Loan Snapshot - The Funding Firm
Your Details
Broker Name
Broker Company Name
Will you require CLPC to do Quickli?
*
Yes
No
Lead Details
Application Shortname
*
e.g. J & J Doe
Lodgement Type
*
Lodge to AOL (BrokerEngine)
Lodge to AOL (FLEX) e.g. SMSF, Bridging, Co & Trusts
Flex ID To Be Worked On
Upfront Val Required
Yes
No
AVM or Desktop Val will be ordered only as deal is at lead stage, if you would like us to proceed with a Full Valuation please note this in your notes
Is the relevant information for the val noted in CRM correctly?
Yes
No (provide updated details in notes)
Construction?
Yes
No
Is this Land & Build together?
Yes
No
Is this Build only or Land Only?
Build Only
Land Only
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
Lender 4 Name
Loan Purpose 1
OO/INV?
*
Owner Occupied
Investment
Refi/Purchase
*
Refinance
Purchase
Top-Up
Advance Amount
Loan Purpose 2
OO/INV?
Owner Occupied
Investment
Refi/Purchase
Refinance
Purchase
Top-Up
Advance Amount
Is this client a First Home Buyer?
Yes
No
First Home Guarantee Scheme Apply?
Yes
No
Family Home Guarantee Scheme Apply?
Yes
No
Should the Streamlined Refinance Process be Used?
Yes
No
Should the Fast Refinance Process be Used?
Yes
No
Parabroking Instructions / Notes
Notes for Parabroking Team (i.e. anything specific we need to know for the initial assessment of the deal)?
File Upload
Drop a file here or click to upload
Choose File
Maximum file size: 20MB
Submit
If you are human, leave this field blank.
