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Select Facility

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Facility Number

Facility Details

ProductHome Loan

Loan Category:Property

Last Update:2023-03-19 12:45 PM

ML01HL000345

Pending

Customer Details

#	Name	Email	Mobile	ID
1	Mr. Fizal Deva	hello@example.com	0237123233	N5253123

Notes

Any special notes related to this facility goes here......

Opportunity Creation

Touched Point *

Product *

Add Customer to the Opportunity

Select Customer

Select by

Mobile

#	Name	Email	Mobile	Action
1	Mr. Fizal Deva	hello@example.com	0237123233

#	Name	Email	Mobile	Action
1	Mr. Fizal Deva	hello@example.com	0237123233

Loan Type *

Loan Purpose *

Loan Category *

First Home Buyer? *

Loan Amount *

Expected Settlement Date *

Future Settlement Date *

Annivesary Date *

Referral Agent *

Add Refferal Agent to the Facility

Select Refferal Agent

Select by

Mobile

#	Name	Email	Mobile	Action
1	Mr. Fizal Deva	hello@example.com	0237123233

#	Name	Email	Mobile	Action
1	Mr. Fizal Deva	hello@example.com	0237123233

Credit Guide Request

Driving License

Passport

POA

Email Address * or roshankumara@gmail.com

Remarks *

Credit Guide Sent via Docusign

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DL Number

PP Number

POA Number

ID Update *

ID No

123123123

Remarks *

FACT FIND & Document Request email sent

Remarks *

FACT FIND Received

Remarks *

Promote to Solution

Loan Amount *

Terms (Years)*

Loan Category *

Deposit Less than 20%? *

Discussed about LMI? *

Current Int. Rate? *

Current Term? *

Discussed with Customer? *

Best Int. Duty Calculate? *

Property Type *

Loan Purpose *

Product Type *

How Many Years? *

Product Reason *

Product Features *

Repayment Type *

Repayment Type Reason *

Customer Main Requirement *

Customer Other Requirments *

Preffered Lender? *

Exit Stratergy (Customer Age 75 @ loan maturity?) *

Exit stratergy in details *

Substantial Benift (Securities under applicants?) *

Substantial Benefit Signed by Customers? *

Servicibility Calculated? *

Additioanl Comments *

Credit Proposal Preperation & Handover

Remarks *

Credit Proposal Sent to AOL

Remarks *

AOL Completed

Remarks *

Application Checked & Submit

Remarks *

Approval Status Update

Status *

Remarks *

Docs Signed Update

Remarks *

Settlement Update

Remarks *

Feedback Update

Remarks *

Followup Update

Remarks *

Transactions

Reports

System

Facility Creation

Facility Details

Customer Details

Notes

Opportunity Creation

Add Customer to the Opportunity

Add Refferal Agent to the Facility

Credit Guide Request

Credit Guide Sent via Docusign

FACT FIND & Document Request email sent

FACT FIND Received

Promote to Solution

Credit Proposal Preperation & Handover

Credit Proposal Sent to AOL

AOL Completed

Application Checked & Submit

Approval Status Update

Docs Signed Update

Settlement Update

Feedback Update

Followup Update

Aundre

Transactions

Reports

System

Facility Creation

Facility Details

Customer Details

Notes

Opportunity Creation

Add Customer to the Opportunity

Add Refferal Agent to the Facility

Credit Guide Request

Credit Guide Sent via Docusign

FACT FIND & Document Request email sent

FACT FIND Received

Promote to Solution

Credit Proposal Preperation & Handover

Credit Proposal Sent to AOL

AOL Completed

Application Checked & Submit

Approval Status Update

Docs Signed Update

Settlement Update

Feedback Update

Followup Update