Internal Deal Creation Form

Consultant Name *

Consultant Email *

Opportunity Creation Information

Group Name for Opportunity Creation *

Conscise Description of Opportunity *

Expected Settlement Date * +

Application Purpose Summary (File Note) *

Loan Details

Type of Deal *

Type of Facility *

Loan Amount *

Repayment Type *

Loan Purpose *

Property Address (If Applicable)

Approx Value

Property Details

Account Creation Information

Borrower Name (For Account Creation) *

Contact Name (Eg David Smith) *

Email Address for Contact *

Address *

Suburb *

Post Code *

Phone Number for Contact *

Date of Birth +

Referrer Information

If its an internal deal, use jp@simplicity.net.au or if its your own lead put your email address.

Referrer Email Address (if Applicable) *

Referrer Mobile (if Applicable)

Fee Income Information (Ex GST)

Lender Brokerage Upfront *

Estimated Upfront Total:

$0.00

Success Fee Upfront *

Estimated Success Total:

$0.00

Expense Information

Please ensure the % payable in total equals 100%

If No Referrer or Consultant - List as 0%

% of Upfront SLA Group *

% of Upfront Referrer *

% of Upfront Consultant *

Fee Information - Please ensure correct before finalising

SLA Upfront Comms

$0.00

SLA Success Fee

$0.00

Referrer Upfront Lender:

$0.00

Referrer Success:

$0.00

Consultant Upfront Lender Fee

$0.00

Consultant Success Fee

$0.00