You will get an EXCEL template for MORTGAGE broking (loan processing) w/ <5 lenders
Project details
You will get a spreadsheet (excel file) for you to summarise the income, expenses, funding position, servicing for each lenders and product comparison for a client.
Project Type
Data Entry, Ecommerce Management, Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$150
|
Standard
$200
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 1 day |
Number of Revisions | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$50
Depending on the complexity of the add-ons/changes
(+ 1 Day)
+$50About Felimon
Helping businesses tidy up their ACCOUNTING records
Teresa, Philippines - 3:31 pm local time
💻 Financial Report
(or any reports using MS Excel, Power BI and Google sheets)
💻 Bookkeeping and Accounting
(using Xero, Quickbooks, SAP, Excel)
-Bank reconciliation / Cash management
-Sales, invoicing
-Purchases, bills and payment
-Expenses, bills and payment
-Inventory management
-Balance Sheet computation
-Income Statement computation
💻 Australian Mortgage Loan Processing
(using Mercury [Connective aggregator], Podium [Choice Aggregator] and ApplyOnLine
-Sending application request fact find
-Data entry to CRM and application record
-Review of living expenses vs bank statements
-Serviceability calculation
-Preparation of compliance documents (Credit Guide, Privacy Consent Form, Credit Quote, Credit Proposal Disclosure, Preliminary Assessment)
-Preparation of Lender forms (Discharged forms for refinancing, Application form and Application record)
-Preparation of Funding Position, Borrowing Capacity and Product Comparison
-Order Pricing and valuation
-File management using organized naming guidelines
-ApplyOnLine and lodgment
-Using Best Interest Duty in assessing whether the clients are eligible for a loan
-I also became an admin in Mercury Nexus knowing how to add and remove users, create templates in notes, tasks and docs request
I am also an EXCEL GEEK!
I am a Certified Public Accountant, am willing to learn promptly to complete the task on time and above expectation. I am very resourceful in completing projects, result-driven, keen to detail, highly analytical and PRO-ACTIVE!
If you need these services, just send me a message!
Steps for completing your project
After purchasing the project, send requirements so Felimon can start the project.
Delivery time starts when Felimon receives requirements from you.
Felimon works on your project following the steps below.
Revisions may occur after the delivery date.
I will email the client the excel file.