Home loan
Lending advice from fact find and serviceability through SOA, application, and settlement follow-up.
5 stages
This is the same platform journey available under Your organisation’s templates in the adviser portal. Firms clone it, then tailor stages and document artefacts.
- Fact find — Lending purpose, property, loan structure, and affordability.
- Serviceability — Assess serviceability and document lending notes.
- Recommendation — Present lending recommendation or options pack / SOA.
- Application — Submit the loan application and manage the lender process.
- Settlement & follow-up — Confirm settlement and schedule the next lending review.
How it connects
Stages can link fact-find forms, vault documents, mail-merge SOA artefacts, tasks, and client portal share/accept/sign actions. Matters appear on the Advice Pipeline by template stage.
Adviser tip: Clone the platform template into your firm, then reshape stages, artefacts, and tasks so the Advice Pipeline matches how you already deliver advice.