Broker Tools
Cashback (discount) calculator
Key deal indicators explained
Submitting YBR Essentials/RESI Essentials applications
Credit Quote - March 2020
Expense categorisation changes March '20
Company/Trust applications
Creating SMSF Applications
Setting monthly position buffers
Product Related Automated Task Setting
"Change lender" is greyed out for me
Pre-populate excel servicing calculator
Deals with same client and multiple securities
Copy address options in Client profile
How to set up a refinance deal
How to add a split to loan product
LMI - calculating lender mortgage insurance
Monthly Financial Position table
Broker Tools - Refinance Analysis
Broker tools are grayed out/Cannot access lender gateway
Review Loan Products - Loan Amount Error
Creating Commission Groups
ALI Group diversification option
Posting a deal to commissions
Linking contacts as spouses
Diversification Opportunities
Produce Compliance Documents from Broker Tools
Broker Tools - Security Details
Broker Tools - Maximum Borrowing
Broker Tools - Using Funding Worksheet
Broker Tools - Search and Select Loan Products
How to create/edit Compliance document templates for Broker tools
Setting up Compliance Documents
