MOL Onboarding Notes

Onboarding client form

Before starting, have the client's pre-filled fact-find & MOA Hubspot open.
Name*

First NameLast Name
Primary Client Email*
example@example.com
What are you looking to do?*
Pre-filled fact-find check

Confirm dependants, partners' details, & incomes. Re-confirm liabilities & capture remaining details about loans (Interest rates, start date, term...)
Please tick each of the following when you have confirmed the details*

Partners detailsIncomesLiabilitiesLoan details
Type notes below about any fact-find changes...*
What Interests you the most?*

Fixed ratesOffset accountLowest interest rate
Notes...
How long is remaining on your current loan and how long would you like the new loan term to be?*
Are there any specific lenders you would like considered?*
Does the client have personal loans or credit cards?*

YesNo
Would you like to consolidate your smaller debts and cancel them?*
Final Statement

"I will send you our credit guide and privacy statement via Docusign. This is a compliance document for us and gives us the ability to pull your credit file. Once this has been signed and I have everything, I will email you the results."
I have read the final statement to the client.*

YesNo
Engagement documents to send to client

Home loanPersonal loanSMSF loan
Should be Empty:

Onboarding client form