Premium Broker Blog
 

Broker Tools - Refinance Analysis If you are refinancing a loan you must provide the client with a Refinancing Report. There are a...

Reverse Mortgage The ASIC Reverse mortgage calculator must be provided to a client prior to completing a Reverse Mortgage Application....

Top-ups Applications Some clients may make it clear that they do not want to compare other options because they are happy with their...

Broker Tools - Advice Comments It is the role as a responsible lending broker is understand what your clients wants and needs and then...

Broker Tools - Foreseeable Changes It is the role as a responsible lending broker to understand the clients current and future cashflow....

Broker Tools - Verifications How, Where and When did you interview the client. You need to be able to find out this information quickly...

Broker Tools - Conflict of Interest Credit licensees must ensure their customers are not disadvantaged by any conflicts of interest. The...

Preliminary Assessment The Preliminary or Written Assessment must be created within 90 days of the credit being completed. However...

Statement of Credit Assistance (SOCA) The Statement of Credit Assistance has replaced the need for 5 documents 1. Credit Proposal 2....

Broker's Notes Broker's Notes are a Premium Broker template that has been designed to help brokers get the loan approved. It is NOT a...