Financier

• From the Application menu, select Financier.
• From the sidebar, select Application then Financier.

The calculation method can be modified by clicking the Calculation Method popup dialog button.

The Financier group displays the financier that is being used for the application.

• Undisclosed? Field: toggle to show or hide the financier details from the client. Set this field to Yes to display the organisation details or select No to display the outside financier.
  
  

The rate information determines the GST, FID, Stamp Duty and ITC Level used in the application. These are initially selected from the chosen calculation method but can be modified here.

The Financier Insurance the section provides workflow dates for recording the ordering and receipt of financier insurance if required.

The Approval section is the workflow process for receiving an approval and recording the account number.

The Application Brokerage section is a summary of the brokerage as indicated on the Calculations screen.

The Trail Commission section is for record keeping purposes only to record any applicable trail commission for the application. It records how often it should be received and the rate or the amount of the trail commission.