Pre-Approvals
A practical working view for new pre-approval applications.
Pre-Approvals
Today at a glance
| Client | Loan Type | First-Time Buyer | Deposit | Pre-Approval | Status | Credit Score | View | Delete |
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Bond Applications
Bond Applications
Use Bond Applications when the client is ready to move from pre-approval into a full home loan application. This is where the formal application is captured, submitted, and prepared before it moves to the banks.
AccessShared application space
Share this link with your client when you want them to start capturing their bond application. Whatever the client completes feeds into the application form. If they do not finish everything, you can take over and complete the remaining information before submission.
Bank Feedback
Bank Feedback
Use Bank Feedback once the application is with the banks. This is where bank responses, conditions, pricing discussions, offers, and next steps are managed so the client can move toward the best available outcome.
AccessPre-Approval Review
No application selected
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- Cell number
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- ID / passport
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- Citizenship
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- Marital status
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- Received
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Affordability snapshot
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Gross monthly salaryR58,000Net monthly salaryR44,200Additional incomeR0
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Living expensesR12,400Contractual expensesR7,950
- Monthly surplusR23,850
- 30% RTI capR17,400
- Pre-approval over 20 yearsUsing 30% RTI capR0
Settings
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Templates
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