REGALIS WEALTH MANAGEMENT
BROKER SUBMISSION GUIDE

Connect purpose, borrower, assets and repayment.

Access the product summaries, checklists and process explanations designed to support broker submissions. Each resource should state its version date and the service or product to which it applies.

Good preparation reduces avoidable clarification. A useful submission connects the loan purpose, borrower information, asset position and repayment plan rather than providing an unstructured collection of files.

Guides should distinguish the information needed for an initial discussion from the documents required later. Where a product or process changes, the resource centre should identify the current version.

Transaction-specific requests may go beyond a general checklist. The team will explain those requirements as the assessment develops.

PREPARATION CHECKLIST
- Loan product comparison guide.
- Property finance submission checklist.
- Development and construction checklist.
- Business finance information guide.
- Scenario summary guide and process definitions.
- Partner contacts, updates and portal help.

General information for a local website concept. Formal documents govern actual arrangements.