Loan Submission
We have several loan submission options, our most popular package is our:
Data Entry and Submission: $220
You can opt in for additional support in the following areas:
Doc collection
Servicing (Servicing data entry only)
Further fees where applicable
cloned application
The following fees apply where applicable:
Complex deals
Urgent submissions (Same day turn around)
Loan Processing/Tracking
Our most popular loan processing option is:
Loan processing from receipt of submission through to settlement
We also offer the following additional options:
Land and Construction (Including all construction draw down payments)
Top ups/increases
Commercial application
Equipment application
On Sale
On Sale
Taco Single User Subscription
Streamline your business and improve your customer service.
Basic Features:
CRM
Loan tracking
Best practice loan tracking templates
Best practice templates for client, lender, real estate and solicitor automated communication
Automated loan processing workflow
Detailed construction tracking
Valuation specific workflows
Pricing workflows
Reporting features:
Monthly Submissions
Monthly Approvals
Monthly Settlements
Active Loans
Lead Overview
Valuation Tracking
Resources:
Full access to training videos
Continuous improvements to workflow and templates
On Sale
On Sale
Additional User Subscription
If you are a multi-operator with more than one user your subsequent users are discounted to $40 + GST each.
Example:
User 1 $80 + GST
User 2 $40 + GST
User 3 $40 + GST
Basic Features:
CRM
Loan tracking
Best practice loan tracking templates
Best practice templates for a client, lender, real estate and solicitor automated communication
Automated loan processing workflow
Detailed construction tracking
Valuation specific workflows
Pricing workflows
Reporting features:
Monthly Submissions
Monthly Approvals
Monthly Settlements
Active Loans
Lead Overview
Valuation Tracking
Resources:
Full access to training videos
Continuous improvements to workflow and templates
On Sale
On Sale
One off Coaching Session
Singular one on one coaching for in the moment coaching.
Business Coaching
12-week business coaching package:
Sessions:
1 x 2-hour business enquiry session*
1 x 1-hour goal setting session*
2 x 1-hour strategy and implementation sessions*
12 x weekly 15 minutes one on one coaching calls
Behind the scenes work:
Strategy and research
*Google meets or in-person if local to the Sunshine Coast
Mentoring
12-week mentoring package:
Sessions:
1 x 2-hour business enquiry session*
3 x 1.5-hour strategy and implementation sessions*
12 weekly 30 minutes one on one coaching calls
Behind the scenes work:
Strategy and research presentation
*Google meets or in-person if local to the Sunshine Coast
Consultancy
12-week consultancy package:
Sessions:
1 x 3-hour consultancy session*
3 x 2-hour strategy and implementation sessions*
12 weekly 15 minutes one on one coaching calls
Behind the scenes work:
Qualitative and Quantitative research
Strategy and research presentation
*Google meets or in-person if local to the Sunshine Coast