Offering efficient loan processing & loan management services to suit your needs.

LPSWA services range from:

• Podium | Mercury | Flex data entry from fact find document.

• Application origination in Podium | Mercury | Flex (CRM).

• Transferring application to Applyonline in preparation for submission.

• Generating application notes*, serviceability calculator*, upfront valuation*, pricing request*, short listing required supporting documents* & generating the application form for broker to complete & have signed by clients.

• Uploading supporting documents into Applyonline & self-verification of documents.

• Application submission to lender.

*Additional costs associated.

CLICK HERE to see standard service fees & pricing, all of which can be tailored to suit your business needs.

Podium | Mercury | Flex.

LPSWA will require establishment of a profile allowing 'administration' access to your CRM.

For this to take place, approval from your agreement will be required (email approval is sufficient) and an ‘admin setup fee*’ may be applicable & payable by the broker.

Please allow processing time for LPSWA to have CRM access established.

LPSWA will always update you via email/phone or with notes within your CRM.

* ’Admin setup fee’ varies depending on your aggregator.

Appliocation entry into Podium | Mercury | Flex will be completed within a 48-business hour period, upon receipt of a fully completed 'Fact Find' & all necessary supporting documents as per lenders requirements (before 4:00 pm AEST).

LPSWA Hours (WST):

Monday 8:00 am – 4:30 pm

Tuesday 8:00 am – 4:30 pm

Wednesday 8:00 am – 4:30 pm

Thursday 8:00 am – 4:30 pm

Friday 8:00 am – 4:30 pm

Saturday Closed

Sunday Closed

Note:

• During peak processing periods availability may be reduced. LPSWA will advise accordingly.

• A surcharge is applicable for urgent application requests due to finance clause due date, settlement date or extenuating circumstance.

• A surcharge is applicable for weekend and public holiday application requests.

1) Call LPSWA to discuss your needs and preferred process, tailoring a service that meets your requirements.

2) Obtain approval from your Aggregator/Agreement Holder for LPSWA to have a profile established with administration level access only in your aggregator software (Podium | Mercury | Flex).

3) Confirm the applicable admin setup fee & arrange payment with your aggregator allowing LPSWA's profile to be established.

4) Provide LPSWA with access to lender websites/portals.

5) Setup Dropbox or OneDrive Folder for LPSWA/Client folders & off we go - You can send in your first application for processing.

Depending on the service you have elected:

• 100% on handover/completion of Fact Find or Full Application Entry.

• Ad hoc hourly services (charged in hour blocks) are invoiced at completion of assigned task.

Payment is to be made within 5 calendar days of the invoice issued date.

All Payments can be made to:

Dawn Brown LPSWA

BSB: 086-061

ACCT: 7802-871-36