Adding Client Profile in Asset Finance Tools

To prepare full asset finance application, enter Client Profile, complete Asset Finance Tools and (where available) lodge to the lender system or a gateway. Click on 'Asset Finance Tools button in the deal view side bar:

Complete Client Profile items to the left, starting from #1. The flow is designed to follow the application entry process.

Note that an existing home loan deal can be cloned to transfer all the relevant information to Asset Finance Client Profile.

Also note that client can complete these items using Client Portal.

Consumer and Commercial deals will have different items in the Client Profile. 

Commercial deals will focus on the company information and will omit expense tab (unless a person guarantor is present). Asset commitment schedule option will be showing as well.

Watch these two videos (consumer and commercial options) for a demo of data entry into asset finance Client Profile.