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Pre-Approvals

A practical working view for new pre-approval applications.

Pre-Approvals

Today at a glance

Needs review0Check affordability and client detail
Pre-Approved0Certificate can be generated
Won0Application has moved forward
Lost0Not proceeding or declined
0 applications
Client Loan Type First-Time Buyer Deposit Pre-Approval Status Credit Score View Delete
No applications match the current filter.

Bond Applications

Enterprise

Enterprise Workspace

Use the Enterprise workspace when the client is ready to move from pre-approval into a full home loan application. This is where the formal application is captured, prepared, and submitted to the banks.

Access
Capture the application Record the client, property, loan, income, expense, and supporting application information in the correct working environment.
Work with the client Let the client capture what they can, then take over and complete anything outstanding before the application is submitted.
Submit the application Submit the formal bond application once the application information and supporting documents are ready.
Client link

Shared 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.

Add the shared bond application link to this originator profile in HQ to show it here.

Bank Access

CMS

CMS Workspace

Use the CMS workspace to download your client's credit report, receive live feedback directly from the banks, negotiate offers, and move the client toward the best available outcome.

Access
Download the credit report Use the platform to access the client credit report once your CMS profile has been created.
Manage conditions and offers Work through pricing, approval conditions, offer comparisons, and any bank requirements that need attention.
Progress the deal Accept the preferred approved offer and keep the client moving through the bank process with clear next steps.

Pre-Approval Review

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No application selected

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Cell number
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Email
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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

  • Gross monthly salaryR58,000
    Net monthly salaryR44,200
    Additional incomeR0
  • Living expensesR12,400
    Contractual expensesR7,950
  • Monthly surplusR23,850
  • 30% RTI capR17,400
  • Pre-approval over 20 yearsUsing 30% RTI capR0
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Settings

Library

Library Templates

Templates

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System Training

System videos

No Vimeo training videos available yet.

Verify affordability

Income
Additional income
Living expenses
Contractual expenses

Pre-Approval certificate

Creates a draft certificate from the verified income, expenses, selected terms, and interest rate. The originator must review before issuing it to the client.

Verify client details