The below directory provides a complete listing of documents which will assist with the initial client interview.
New Client Package
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This is a combination of the
Client Registration Sheet, Engagement Letter, List
of Documentation & Process Overview. |
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Client Registration
Sheet (Excel Version)
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An excel based application used
to collate Client Information, determine indicative
Borrowing Limits and Repayments. |
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Client Registration
Sheet (PDF Version)
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A PDF version of the excel Client
Registration Sheet you can use to collate Client
Information. |
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Process Overview
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An excel and PDF based application
– given to clients to provide an Overview/Stages
of the Mortgage Process. |
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List of Supporting
Documentation
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An excel and PDF based application
– given to clients to outline the Documentation
they need to supply to commence a Review/Submission. |
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Conveyancing Request
Form
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Used to capture details of a
Purchase, where MCP is engaged to perform conveyancing
services (presently not available). |
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Financial Broking
Contract (Terms and Conditions)
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Provdied to the
applicant before their application is submitted,
the Financial Broking Contract ('FBC') is a document
which outlines the terms and conditions of their
loan (interest rates, loan term etc). |
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