Bel's & Whistles - JOB COVER SHEET

JOB COVER SHEET
DATE *

MonthDayYear
Date
TICK this box if URGENT

URGENT PROCESSING REQUIRED - Additional fee applies
Brokers Name
First & Last name
Brokers Company
Add Company Name
Borrowers
Applicant 1 - (Legal name)*
Applicant 2 - (Legal name)
Applicant 3 - (Legal name)
Guarantors - (Legal name)
Loan Details
Total Loan Amount*

Structure

	Loan 1	Loan 2	Loan 3	Loan 4
Split Amounts
Repayment Type
Loan Term
Interest only Term
Interest rate
Fixed Or Variable

Chosen Bank*
What are the Others Banks you are comparing with*
Bank Product name*
Exact product name
Does the loan amount include LMI*
Is client a first home buyer*
How did you Interview Client*
What is Loan to Value Ratio (LVR)*

B&W Package Descriptions – Fees apply:

COMPLIANCE

Mandatory to be completed by Broker:
1. Customer' Objective *
If comments already in Nexus just simply write - 'In Nexus'
2. Customer' Requirement*
If comments already in Nexus just simply write - 'In Nexus'
3. Product Recommendation*
If Comments already in Nexus just simply write 'In Nexus'
4. If this is not the cheapest lender -add a note 'it was selected because.'*
If Comments already in Nexus just simply write 'In Nexus'
Things we must know
NOTE: Brokers Responsibility :

Declined Loans - Broker to have discussions with Bank & client.

Escalations

OTHER IMPORTANT INFORMATION
Nexus Opportunity Name*
Do you want B&WP to issue Credit Guide?*
Do you want to check processing & documents before sending to the client?*
Is there a Pricing Attached*
Servicing Calculator attached*
Does Client want Fixed Rate Lock?*
Have you completed all compliance questions? *
Where are supporting documents *
Has Valuation been ordered?*
ValEx Reference No
Declared Living expenses confirmed *
Can B&WP liaise with your client*
Should be Empty: