Broker Resources
Tools, templates, and guides organised by what you need to do — from first assessment through to settlement.
Resources
Assess a Deal
Fast tools to sanity-check a deal before you invest time or credibility.
Loan Calculator
Run quick scenarios across all products with indicative rates, fees, and funding breakdowns.
Scenario Snapshot
Pre-submission quick deal assessment to determine whether a transaction fits appetite before committing time or costs.
DownloadExecution Risk Scanner
Identify red flags and execution risks before committing to a deal structure.
Scan RisksStructure & Strategy
Understand risk, capital stacks, and how to structure deals defensively.
Product Niche Sheet
Quick reference guide for each product showing best fit scenarios, what we love, watch-outs, and minimum info for a fast answer.
DownloadPrepare & Submit
Package clean submissions, mandates, and lender-ready comms.
Build a Deal Brief
Submit your scenario and build a complete deal brief for fast credit assessment.
Get StartedCreate a Funding Mandate
Generate a professional mandate to share with lenders or clients.
Application Form
Complete loan application form for borrower details, loan requirements, security information, and privacy consent.
DownloadEmail Template Generator
Generate broker-ready emails for submissions, DD requests, updates and declines.
Due Diligence & Execution
Reduce execution risk and move from approval to settlement faster.
Fresh & Stall'd Project Checklist
Complete due diligence checklist for new construction and partially completed (Stall'd) projects.
DownloadMid-Term Loans DD Checklist
Document-based due diligence checklist for private short and mid-term loans across residential, commercial, and land-backed transactions.
View ChecklistRFI Template
Request for financial information template to obtain facility details from existing mortgagees.
DownloadLearn & Reset
Build judgement and stay sharp — learn guides plus a quick break.
Learn Hub
8-step interactive learning journey covering credit management, execution risk, deal structuring, capital stacks, and more.
Start LearningBreak Time
Take a quick break with a classic arcade game. Compete on the leaderboard against other brokers.
Frequently Asked Questions
Common questions about deal submission, execution pathways, timelines, and outcomes.
Product-led execution is designed for clean, execution-ready transactions and follows a rules-based assessment process, with indicative outcomes typically provided within 24 hours.
Advisory-led execution applies to more complex or non-standard scenarios and involves manual credit assessment, structuring, funding strategy, and deal positioning. Indicative outcomes are typically provided within 3–5 business days, depending on complexity.
Need Deal-Specific Guidance?
Book a 10-minute call with our credit team to discuss your specific scenario and get tailored advice on deal structuring.
Book a Call