MortgageOS — Policy check (demo)

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Run every deal against lender policy.

Policy check · a 20-second look

Daniel & Erin SmithSubmitted

Lender CBALVR 80%Loan $760,000Security $950,000Purpose Purchase

Policy check — run this deal against CBA's policy.

▶ Run check

1

Exception

1

Note

2

No policy

1

Review

3

Within

Exception

Self-Employed Income · Income

Erin self-employed 14 months — CBA requires 24 months ABN/GST. Exception required.

Draft

Note

Max LVR · Security & property

LVR 80% sits at the 80% cap — confirm the valuation is completed; the LVR relies on the estimated value.

Draft

No policy

DTI · Servicing & liabilities

Relevant to this deal but no policy on file — confirm with the BDM.

Draft

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Checked. Drafted. Sent.

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