Application Setup
Configure the core details of this application.
Application Details
Broker Details
Auto-populated from your profile
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Entity Library
All entities in this client group. Toggle active/inactive for this specific application. Entities carry their financials across all applications in the group.
💡 Entities are shared across all applications in the this group. Adding an entity here makes it available to every deal.
No entities added yet.
Credit Request
Build the deal structure. One card per facility. Security auto-calculates LVR.
Loan Purpose Narrative
Summarise the request in plain English — this becomes the opening paragraph of the credit memo
No facilities added yet.
Income Analysis
Multi-year P&L for entities, individual income with auto tax and HEM.
Financial Year Settings
These year labels apply to all entities. Set them once here and they flow through consistently.
Debt Register
All existing debt commitments with auto-assessed affordability repayments.
Debt Servicing
Income vs commitments at both affordability and actual rates, plus key credit ratios.
Credit Memo
Complete narrative sections. Untick any section to exclude it from the PDF export.