C.05 Compliance - Fact Find
Fact Find - Client Need's Analysis For the purposes of our Premium Broker's compliance, the VowNet CRM is considered an acceptable and...
C.06 Compliance - Assets
Fact Find - Assets Asset needs to be entered correctly and can be added by clicking on the ADD ASSET Button on the top right hand corner....
C.07 Compliance - Liabilities
Fact Find - Liabilities Liabilities needs to be entered correctly and can be added by clicking on the ADD LIABILITY Button on the top...
C.08b Compliance - Living Expenses
Fact Find - Living Expenses Premium Brokers need to be very vigilant with regards to LIVING EXPENSES. As a licensee, Premium Broker has...
C.08a Compliance - Dropbox & OneDrive
Using Dropbox VowNet allows you to automatically download all documents into your Dropbox account. This can be extremely helpful for...
C.08 Compliance - BankStatements
Using BankStatements.com.au Premium Broker has subscribed to illion Software's www.BankStatements.com.au. The software provides a number...
C.09 Compliance - Objectives
Fact Find - Objectives (ie Loan Purpose) Premium Brokers compliance requires Brokers to make reasonable enquiries into a clients wants...
C.10 Compliance - Exit Plan
Fact Find - Exit Plan Most Lenders required a clear exit plan especially for applicants over 50 years old. As a responsible lenders...
C.11 Compliance - Borrowing Capacity
Broker Tools - Borrowing Capacity As a holder of an ACL licence, Premium Broker has to maintain its own capacity to service calculator....
C.12 Compliance - Funding Worksheet
Broker Tools - Funding Worksheet It is recommended that you fill out VowNet from start to end. If you do the Funding Worksheet should...