Purchase
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Introduction
Introduction of customer Basecustomers
CA
PM
I
Introduction
CA
PM
I

Introduction Process - Completed
CA
PM
I
Introduction
Introduction of customer Basecustomers
CA
I
Introduction
CA
I

Preliminary Assessment
Assessing customer information and documents to check their eligibility. BaseCRED
CA
MBS
A
PM
Documents Requested
CA
MBS
PM

Client Needs Analysis - Completed including on the top of the 1st page the following for property preferences: Indicative PRICE RANGE and Preferred SUBURBS.
CA
PM
I
ID - [first_name] - Licence - Colour photo of the FRONT
CI
PM
ID - [first_name] - Licence - Colour photo of the BACK
CI
PM
Employment - [first_name] - Latest PAYSLIP - Please provide
CI
PM
Employment - [first_name] - INCOME STATEMENT - Latest Income Statement from MyGov
CI
PM
Self Employment - [first_name] - INDIVIDUAL TAX RETURN - Most recent accountant prepared tax return
CI
PM
Self Employment - [partnership_name] - PARTNERSHIP TAX RETURN - Most recent accountant prepared tax return
CI
PM
Self Employment - [trust_name] - TRUST TAX RETURN - Most recent accountant prepared tax return
CI
PM
Self Employment - [company_name] - COMPANY TAX RETURN - Most recent accountant prepared tax return
CI
PM
SMSF - [smsf_name] - TAX RETURN - Most recent accountant prepared tax return
CA
PM
SUPER - [first_name] - Latest PDF Statement
CI
PM
SUPER - [first_name] - Latest PDF Statement
CI
PM
HOME LOAN - [lender] - [acc_number] - Latest PDF Statement
CI
PM
RATES Notice - [property_address] - Please provide
CI
PM
Credit File Authorisation - [first_name] - Please complete and sign
CI
PM
Documents Received
CA
MBS
PM

Assessment Queue - Add file to assessment queue
MBS
PM
Customer Confirmation - Notify customer their file is in the queue
CA
MBS
PM
Assessment in Progress
CA

Under Assessment - Assessment is in Progress
A
CA
PM
Assessment Completed
CA
CA
PM

Notify Program Manager - Please
A
CA
PM
Notify Customer - Credit proposal provided with assessment summary and next steps
CA
A
CA
PM
I
Preliminary Assessment
Assessing customer information and documents to check their eligibility. BaseCRED
CA
CA
Documents Requested
CA
MBS

Documents Received
CA
MBS

Assessment in Progress
CA

Assessment Completed
CA
CA

COMMUNITY FUNDING PROGRAM
Application to be an investor in the COMMUNITY FUNDING PROGRAM. VariantINV
CA
II
A
A
Investor Introduction
CA
II
PM

Preparation for Financial Adviser
CA
II
PM

Introduction to Financial Adviser
CA
II
A

Financial Adviser Approval
CA
A

Rollover of Investment Funds
CA
A
A

Ready for Investment
CA
II
PM

Home Loan - Preparation
Preparing application for submission to the lender. BaseCRED
CA
CA
MBS
Home Loan - Application Review
CA
CA
MBS

Home Loan - Application Signing
CA
CA

SMSF
Establishment of a Self Managed Super Fund and a Holding Trust for Property Purchase. Variantcustomers
CA
A
A
Preparation for Financial Adviser
CA

Introduction to Financial Adviser

Financial Adviser Approval

Rollover of Investment Funds

Ready for Investment

Home Loan - Submitted
Application submitted to the lender for approval. BaseCRED
CA
EL
Home Loan - Application Submitted
CA
EL

Home Loan - Application Under Assessment
CA
EL

SMSF Holding Trust Establishment
Establishment of a Holding Trust for the Self Managed Super Fund to use to purchase property. Variantcustomers
CA
I
A
A
Preparation for Financial Adviser

Introduction to Financial Adviser

Financial Adviser Approval

Ready for Investment

Home Loan - Conditional Approval
Lender conditional approval. BaseCRED
CA
CA
EL
Conditional Approval - Awaiting Documents
CA
CA
EL

Conditional Approval - Approval In Principle
CA
CA
EL

Equity Assist
COMMUNITY FUNDING PROGRAM funded deposit loan. VariantLIPS
Deposit Loan - Create File

Deposit Loan - Prepare Documents

Deposit Loan - Documents Signing

Deposit Loan - Settled

Home Loan - Final Approval
Lender final approval. BaseCRED
CA
CA
EL
Home Loan - Formal Approval
CA
CA
EL

Deposit Assist
Deposit Assist loan. VariantLIPS
Deposit Loan - Create File

Deposit Loan - Prepare Documents

Deposit Loan - Documents Signing

Deposit Loan - Settled

Home Loan - Settlement
Settlement of the home loan. BaseCRED
CA
CA
EL
Settlement Pending
CA
CA
EL

Settlement Booked
CA
EL

Settled
CA
CA
EL

Settled
CA

COMMUNITY FUNDING PROGRAM Investment
Investment made into the COMMUNITY FUNDING PROGRAM. VariantCHF
Investment - Preparing Agreement

Investment - Agreement Execution

Investment - Funds Invested

Investment - Live

COMMUNITY FUNDING PROGRAM
Present the investor their options with an exit from the Program. Returning funds invested only OR Returning funds invested and exploring an SMSF purchase. Variantcustomers
CA
CA
II
PM
SMSF Purchase - Preliminary Assessment
CA
PM

COMMUNITY FUNDING PROGRAM - Exit Presentation
CA
II
PM

Completed
CA
II
PM

Home Loan - Preparation
Preparing application for submission to the lender. BaseCRED
CA
CA
PM
Home Loan - Application Review
CA
CA
MBS
PM

Client Needs Analysis - Update if there have been any changes to your situation
CA
ID - [first_name] - Licence - Colour photo of the FRONT
CI
ID - [first_name] - Licence - Colour photo of the BACK
CI
ID - [first_name] - Passport/Medicare - Colour photo of either
CI
Employment - [first_name] - Latest PAYSLIP - Please provide
CI
Employment - [first_name] - INCOME STATEMENT - Latest Income Statement from MyGov
CI
Salary Payments - [first_name] - BANK STATEMENTS - Use the link to provide bank statements where SALARY is paid
CI
Self Employment - [first_name] - INDIVIDUAL TAX RETURN - For the most recent financial year. Needs to be prepared by an accountant
CI
Self Employment - [first_name] - NOTICE OF ASSESSMENT - For the most recent financial year. Can be downloaded from MyGov
CI
Self Employment - [partnership_name] - PARTNERSHIP TAX RETURN - For the most recent financial year. Needs to be prepared by an accountant
CI
Self Employment - [trust_name] - TRUST TAX RETURN - For the most recent financial year. Needs to be prepared by an accountant
CI
Self Employment - [company_name] - COMPANY TAX RETURN - For the most recent financial year. Needs to be prepared by an accountant
CI
Credit Proposal - Provided for review and signed by the customer
CA
CA
Home Loan - Application Signing
CA
CA

Lender Application - Prepare Apply Online or PDF application
CA
Loan Application Documents - Prepare Lender specific documents
CA
Home Loan Application - Customer to Sign
CI
CA
Lender Verification Of Identity - Customer to complete
CI
CA
Withdrawn - Customer
Customer has withdrawn. Basecustomers
Home Loan - Submitted
Application submitted to the lender for approval. BaseCRED
CA
CA
EL
Home Loan - Application Submitted
CA
EL

Application Submitted - Home Loan application submitted to the Lender
CA
CA
Supporting Documents - Submitted to lender
CA
Home Loan - Application Under Assessment
CA
EL

Withdrawn - Introducer
Introducer has withdrawn. Basecustomers
Home Loan - Conditional Approval
Lender conditional approval. BaseCRED
CA
CA
EL
PM
I
Conditional Approval - Awaiting Documents
CA
CA
EL
PM
I

Conditional Approval - Approval In Principle
CA
CA
EL
PM
I

Withdrawn - Credit Provision
Withdrawn by Your Loan Assist from Credit Provision. Basecustomers
Equity Assist
COMMUNITY FUNDING PROGRAM funded deposit loan. VariantLIPS
CA
IL
Deposit Loan - Create File
IL

Deposit Loan - Prepare Documents
IL

Deposit Loan - Documents Signing
CA
IL

Deposit Loan - Settled
CA
IL
PM

Withdrawn - Program Provider
Withdrawn by the Program Provider. Variantcustomers
Deposit Assist
Deposit Assist loan. VariantLIPS
Deposit Loan - Create File

Deposit Loan - Prepare Documents

Deposit Loan - Documents Signing

Deposit Loan - Settled

COMMUNITY FUNDING PROGRAM Investment
Investment made into the COMMUNITY FUNDING PROGRAM. VariantCHF
CA
II
Investment - Preparing Agreement
II

Investment - Agreement Execution
CA
II

Investment - Funds Invested
CA
II
A

Investment - Live
CA
II
PM

Property Ready
Organising information and stakeholders needed to allow the customer to make offers on property. Basecustomers
CA
PM
I
C
REA
Engage Solicitor
CA
C

Contract Of Sale
CA
PM
I
C
REA

Home Loan - Final Approval
Lender final approval. BaseCRED
CA
CA
EL
PM
I
C
REA
Home Loan - Valuation
CA
EL
REA

Home Loan - Formal Approval
CA
CA
EL
PM
I
C

Equity Assist
COMMUNITY FUNDING PROGRAM funded deposit loan. VariantLIPS
CA
IL
Deposit Loan - Property Address Update
CA
IL

Deposit Assist
Deposit Assist loan. VariantLIPS
Deposit Loan - Property Address Update

Home Loan - Settlement
Settlement of the home loan and property. BaseCRED
CA
CA
EL
PM
I
C
Settlement Pending
CA
CA
EL
C

Settlement Booked
CA
EL
C

Settled - Customer Pack
CA
PM
I

Settled
PM

Construction - Drawdowns
Construction Drawdowns post settlement of the home loan and land. VariantCRED
Construction - Deposit

Construction - Base

Construction - Frame

Construction - Enclosed

Construction - Fixing

Construction - Completion

Withdrawn - Customer
Customer has withdrawn. Basecustomers
CA
Withdrawn - Introducer
Introducer has withdrawn. Basecustomers
PM
I
Withdrawn - Credit Provision
Withdrawn by Your Loan Assist from Credit Provision. Basecustomers
IL
EL
Withdrawn - Program Provider
Withdrawn by the Program Provider. Variantcustomers
IL
II