Documents, straight from their phone.
Pick what the loan needs. Watch it land on their file.
Sarah and James Harbour’s file, open on Documents. Their bank statements come from their bank, and as uploads arrive the count goes from 2 of 5 documents provided to 5 of 5, with nothing outstanding. On Sarah’s phone, her payslips and the contract of sale drop in until everything they need is in.
Templates
Only what this loan needs.
Payslips for salaried clients, tax returns for the self-employed.
- Asked by their answersEach document waits for the answer that calls for it.
- Your own listSwitch off what first home buyers never need.
The First home buyers template’s documents: purchase documents on, the three refinance documents switched off one by one, and the first home owner grant asked only when the client says it is their first home. 23 of 40 documents requested.
Open banking
No statements to chase.
A connected bank covers bank, salary and savings statements.
- Debts count tooCard and loan statements from their bank are covered too.
- Genuine savings, coveredA connected account answers for genuine savings evidence.
Sarah connects NAB. On her documents list, bank statements, salary account statements, savings account statements and credit card statements change from still waiting to from your bank, NAB, leaving only her payslips to upload.
Requests
Need one more? Send it.
Add it to their list, and they’re emailed what’s still outstanding.
Jordan adds a gift letter or statutory declaration for Sarah, then sends the request. Sarah’s email, from Jordan at Tawny Lending, lists the gift letter and the contract of sale, with a button to upload her documents.
- Each applicant, their own listSarah and James each get the documents they owe.
- Replies come to youA question goes straight to Jordan’s inbox.
- Add more, send againThe next email carries the whole updated list.
Generate
Make it instead of chasing.
Bank statements and property reports, from what they’ve already shared.
In Priya Sharma’s documents, Generate bank statements draws six months of statements from two of her connected Westpac accounts, and Generate property report covers her unit with its valuation and loan. Toasts confirm the statements downloaded and the report was added to the fact find.
Replaces
Two tools, one login.
Requests, uploads and statements, all on the client’s file.
$149 a month
$142 a month
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