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WHAT WE NEED FROM YOU FOR YOUR LOAN!

Thank you for contacting us to look at your lending needs.

To provide your information to us, you will receive an email from Customer Portal: Welcome to My Finance Community (Podium). You will be able to provide us with your needs and requirements, add and update your details including your financial details and you will also be able to upload your documents that are required in the attached required documents checklist.

Below are the steps we would like you to also complete. Please click on the each of the *button links* to get started on each step. If you have any questions, please give us a call.

Kind Regards
The Excel Team

STEP 1: 5 Minute Health Check

The 1st questionnaire is the “5 Minute Financial Health Check” – which will literally only take a few minutes. It will help to confirm your priorities. It asks a series of questions which you simply need to click on your response – between 1 & 4 depending on whether you believe you do or don’t require further advice. By the way, if there are any areas which AREN’T relevant simply choose the “N/A” option. When you have answered all the questions you will be asked to “submit” this information which will be automatically sent to us.

STEP 2: Credit Guide & Privacy Policy

This 2nd step will take you to sign our “Credit Guide & Privacy Policy”. This Credit Guide provides you with the key information that you need to know to make an informed and confident choice when engaging our products and services. This Credit Guide summarises our goals and standards, offerings, fees, and commissions. Please don’t hesitate to ask if you need more information or clarification.

If you are a couple, please sign one each.

STEP 3: Access Seeker Authorisation

This 3rd step will take you to sign our “Access Seeker Customer Authorisation form”. This provides authorisation for the broker to seek to obtain credit reporting information to assist with obtaining credit.

If you are a couple, please sign one each.

STEP 4: Borrower Disclosure

This 4th step will take you to sign our “Borrower Disclosure form”. This provides the broker with disclosures from you.

STEP 5: Mortgage Documents Checklist

This 5th step will take you to complete our “Mortgage Required Document Checklist”. This ensure that you submit the required documentation for the broker to assist with obtaining credit.

STEP 6: My Finance Community

You will receive an email from My Finance Community to provide your details through our Brokering Software. You will need to ensure that you provide at least 3 years on address history and 3 years of employment history. With the expenses, please supply a comment of what the expense is, if it will continue after settlement and ownership. (please ensure you put dates in)

It is important that you complete the My Finance Community Steps as accurately as you can and upload the required documents. We can only work on the information provided to us, therefore, should we not receive all the required information may result in a delay in the processing and lodgement.