Head Office:
Level 13, 50 Cavill Ave, Surfers Paradise QLD 4217
Phone Us:
1300 243 189
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Home
About Us
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Loan Processing
Parabroking
Orama Finance Home
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Zapier
Preview
Loan Snapshot
Amendment Form
Feedback Form
Pricing Request
Valuation Request
Your Details
Broker Name
*
Stacey Bajjali
Troy McLachlan
Samantha Rolfe
Broker Company Name
Lead Details
Referrer
Application Shortname
*
e.g. J & J Doe
Enquiry or New Lead?
*
New Enquiry
New Lead (Simple)
New Lead (Complex)
What Type of Deal is This?
*
Residential Home Loan
Commercial Loan
Asset
Deposit Bond
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
Lender 1 Name
Lender 2 Name
Lender 3 Name
Loan Purpose
OO/INV?
*
Owner Occupied
Investment
Refi/Purchase
*
Refinance
Purchase
Top-Up
Advance Amount
Loan Notes
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
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
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
Lender 1 Name
Lender 2 Name
Lender 3 Name
Loan Notes
Enter asset security details here
Client 1
Name
*
Name
First
First
Last
Last
Phone
Email
Client 2
Name
Name
First
First
Last
Last
Phone
Email
Notes
Rich Text
*
Visual
Text
File Upload
Drop a file here or click to upload
Choose File
Maximum file size: 134.22MB
Staff Name (who the feedback is for)
*
If unknown, then type "All"
Date of When File Worked On
*
Your Company Name
*
Client File Name
*
Please provide Full Details of any Errors or Positive Feedback
*
Visual
Text
If an error, please include a detailed description for what has occurred including screenshots if necessary.
File Upload
Drop a file here or click to upload
Choose File
Maximum file size: 134.22MB
Has direct feedback been given to staff member?
*
YES
NO
Required if you have gone back to the team and requested they rectify the matter or had a discussion with them via Teams in the process.
Your Details
Broker Name
*
Company Name
*
Client File Name
File Stage
*
Pre Submission
Post Submission
What do you need to change?
*
Add/change applicant details
Security Information
Loan Information/Lenders
Select relevant fields
Notes
*
File Upload
Drop a file here or click to upload
Choose File
Maximum file size: 134.22MB
Updated Broker Notes, Supporting Documents etc.
Client Details (OLD)
Name
Name
First
First
Middle
Middle
Last
Last
Date of Birth
Drivers Licence Number
Marital Status
No. of Dependants
Home Phone
Mobile
Email
Client Details (NEW)
Name
Name
First
First
Middle
Middle
Last
Last
Date of Birth
Drivers Licence Number
Marital Status
No. of Dependants
Home Phone
Mobile
Email
Security Information (OLD)
Cross Collaterise?
Yes
No
Security Type
O/O
Investment
Address
Address
Address
Address
Suburb
Suburb
State
State
Postcode
Postcode
Estimated Value
$
Security Information (NEW)
Cross Collaterise?
Yes
No
Security Type
O/O
Investment
Address
Address
Address
Address
Suburb
Suburb
State
State
Postcode
Postcode
Estimated Value
$
Loan Information (OLD)
Loan Type
Refinance
Purchase
Top-Up
LMI
Capitalise?
YES
Base Loan Amount
$
Loan Term
Years
Total LVR (%)
%
Lender 1
Lender 2
Lender 3
Loan Information (NEW)
Loan Type
Refinance
Purchase
Top-Up
LMI
Caitalise?
YES
Base Loan Amount
$
Loan Term
Years
Total LVR (%)
%
Lender 1
Lender 2
Lender 3
Your Details
Broker Name
Company Name
Client Information
Customer Name
Loan Structure
Loan 1 | Loan Amount
Loan 2 | Loan Amount
Loan 3 | Loan Amount
Loan 4 | Loan Amount
O/O
Investment
O/O
Investment
O/O
Investment
O/O
Investment
Fixed / Variable (if fixed incl. fixed period)
Fixed / Variable (if fixed incl. fixed period)
Fixed / Variable (if fixed incl. fixed period)
Fixed / Variable (if fixed incl. fixed period)
P&I / I/O (if interest only incl. i/o period)
P&I / I/O (if interest only incl. i/o period)
P&I / I/O (if interest only incl. i/o period)
P&I / I/O (if interest only incl. i/o period)
Package Product?
Package Product?
Package Product?
Package Product?
Security Property
Property 1 | Est. Value / Purchase Price
Property 2 | Est. Value / Purchase Price
Property 3 | Est. Value / Purchase Price
Property 4 | Est. Value / Purchase Price
Postcode
Postcode
Postcode
Postcode
Secures
Loan 1
Loan 2
Loan 3
Loan 4
Secures
Loan 1
Loan 2
Loan 3
Loan 4
Secures
Loan 1
Loan 2
Loan 3
Loan 4
Secures
Loan 1
Loan 2
Loan 3
Loan 4
Total LVR (%)
Preferred Lenders
Lender 1
Lender 2
Lender 3
Lender 4
Pricing Request
Loan 1 | Discount Requested (%)
Loan 2 | Discount Requested (%)
Loan 3 | Discount Requested (%)
Loan 4 | Discount Requested (%)
End Rate (%)
End Rate (%)
End Rate (%)
End Rate (%)
Competitor
Competitor
Competitor
Competitor
Competitor Rate (%)
Competitor Rate (%)
Competitor Rate (%)
Competitor Rate (%)
Your Details
Broker Name
*
Company Name
Loan Details
Borrower/s
*
Total Loan Amount
Valuation Type
*
Select one
Residential
Commercial
Residential Valuation
*
Desktop/AVM
Full Val
Lender
Address
Address
Address
Address
City
City
State/Province
State/Province
Zip/Postal
Zip/Postal
Overall Expected LVR?
Loan Type
Refinance
Purchase
Construction &/or Off the Plan
Loan Purpose
O/O
Investment
Purchase Price / Est. Value
Access Contact
Select one
Applicants
Sellors Agent
Tenant
Property Manager
Other
Access Contact
Access Contact Name
Access Contact Phone
File Upload
Drop a file here or click to upload
Choose File
Maximum file size: 134.22MB
i.e. Purchase contract, plans
Commercial Valuation
*
Desktop/AVM
Full Val
Lender
Address
Address
Address
Address
City
City
State/Province
State/Province
Zip/Postal
Zip/Postal
Commerical Type
Select one
Commercial
Commercial Single Construction
Commercial Duplex Construction
Commercial Multi-Unit Development
Vacant Land
Acreage
Rural
Blocks of units/apartments
Retirement living
Property Type
Childcare (inc, preschool and Kindergarten)
Industrial
Mixed Used Property
Office
Retail
Vacant Land
Warehouse
Other
Property Type
Overall Expected LVR?
Loan Type
Refinance
Purchase
Construction &/or Off the Plan
Loan Purpose
O/O
Investment
Purchase Price / Est. Value
Access Contact
Select one
Applicants
Sellors Agent
Tenant
Property Manager
Other
Access Contact
Access Contact Name
Access Contact Phone
File Upload
Drop a file here or click to upload
Choose File
Maximum file size: 134.22MB
i.e. Purchase contract, plans
Additional Notes / Instructions
If you are human, leave this field blank.
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