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FLeaTS User Manual

1. Sei IUE 17 Send am asnele cheni codecs else SEERA 17 Sending an email to a group of clients 18 Creaunp your own email SV G avec RE e hea e UR sai adus 19 Creating standard email content 20 sending a standard emal E eR I qu V OUR ipd RD eS 21 Sending an appointment emall 22 C goad seats 23 TOMO RN 23 DU AIITEM ea 24 CRM 25 Importing your client database into 9 22 21 1 222 2000 00000 22 23 Ding IRIE 27 EMA CODO I ERROR 27 Creating a campaign with existing 27 Attaching your campaign to existing ener nnns 32 Creating your own email 33 i 34 Uploading documents into F Lea TS eee 35 Searching for policy forms and lender information eee Leere eene e eee eene eene ee 37 V05082011DH Page 1 Firstfolio Limited FLeaTS User Manual Bloomo EARCH a T OE 37 Iz er an
2. Wr PHI 8021 77 4 4elctTcm ees Salecl Sirr My Fiaml a Tusa aprale Tim cT amp y 7041 V05082011DH Page 61 Firstfolio Limited 21 5 P vr hil Applesavth USETE Tosde From 21 a Dan cuerwrde cda vec ur Leii arr wrhoul amana Mr Fi amp aplesmith 123362645 epula cor sd demie urs 1ransactien Letaila wv Client Details rro 7 Sorry Tiel Jepecdente Credit Histor rn id 1 Da cme acad Fr pasen Den assets acd tes amet ad Cert Your lisan ar Feau oan estore otc Establishing Fl nla Males Ex Puna Sar iyi V05082011DH Hulurarue Hole aTa ex Eni ua Iransactien vo ope Peeper dy Maiteri Cul Hequired far Property Purchase Stara Lea Vias d 051 udi han Loan lotal 1 undr Dees Fur Total Lean Anaoent Required Ta ferazmisiz Client Needs Review Prepared lar Pr hd Belarema Td AFT Peepared Uso um wa e Fl FATS valh Formals Phane DA El Hile 471 7 25 35 earum Ae oaa ef Lxmtrz 0o57 Lzlenzes Fia Cul ths Faces Talal Tein
3. 7 IE Hi E 1 kopier iar note Lowel rien Pp obe Zr tfe Erg iB as MB ma dd RBS n um RD uar um Li E LSE Haud Cupit V05082011DH EHL LIENNEENLLNEN FICSTFOLIO Domi BOB Da pecia cs Thu Todes Ir Ew a Ruled Loerie Eus TP Cope ee tb cam fhe ian o oni epee Us Sa bore prx can Sheet ede o Fog maer bs T eni E hare horum ema Credit cade pred hzc Quen DU aerem ad berra Fra Dari mat Wi Mite rie ERE Pee ha Lais FAT rg al GF bee acer a ioa he Ed Vee decor mbi Toma s and er appear nj arc a Heperceriar rer ad many be eer Cass Faut ew L Bobcats Dou Trump Page 66 quc xxl acd xe Ch EES O Purcume ba Gur mpg substi quem pl mim nha subest end pl acini gb T ted Ecrit muda str ae ed by Herd ay pl ane ates Rabe Tee e r focum Fel
4. Fue egi dl ME RO c ou NE ER Em 1 ce Ses PES ics T aka NE Fea reap hanpi My Contacts Bias oet u gmpf T Aker Tr j UE Hr Jahr J2 keis seein bs discussed p rd oan ard quetiens or your LERI E 1 SET Urs 52 7a do dado Lee Gis co copy Do passa A Azuchmar ave dp o um 3 duda rl tha cr zl Sabl Laad Jussi 0 wiae My Tinpibilee Aea rilla 2 FE E ll S bal Tu 2 5 2011 V05082011DH Page 58 O Firstfolio Limited FLeaTS User Manual Create new client from loan scenario and prospect Once you have established that the new prospect is going to become a client you should create a new client record 5 Click the icon You will be asked to save the current record Loan Match Profile Contact Mame Known az Bob Prospect Bob Prospect Phone Mumber s Daytime onoonnnono Evening Mobile Email Address abe abe com au Contact Address eno Smith Street SuburbiTown ABBEYARD VIC 3737 Motes Save Cancel Enter the details and Save You will then be presented with the screen below Enter the appropriate additional information and click Create new lead V05082011DH Page 59 O Firstfolio Limited FLeaTS User Manual
5. 4S t a r a md Fr r OM Hm T ant T2 Tig sage Wale lu zl a caick 12 326 dee wy ze qe rng wilh We i docu mer ligne ge ced subiniss ar a scar harn e asi d attache NET PE IE ITE zii in 75 ety do nmn iow Iyar naie Te CF A ga V05082011DH Page 21 O Firstfolio Limited FLeaTS User Manual To send the email click the Save for exchange button Remember the email will not be sent until you Exchange Tip Standard emails can also be sent to multiple clients by following the instructions under that heading Sending an appointment email FLeaTS enables you to set an appointment date and time and send a confirming email within the same action The email will also ask that the client have the appropriate paperwork available These are auto selected based on the loan and client type however documents not required can be deselected by un ticking the box To create an appointment email select the client from the client list or open the client LM Peary miig use enn M epal n 25 TBA 4000 20 5235 SESH 220002 30002 71 0220 002 2000 1 ca Tro gt 3tusp d co emal Salads lun 1 Tait ram ia Bae ies HA f
6. SE Doble oeste 56 Emailing the quotation and other information to your client 8 9 57 Printing qom QUOLATION and comparisons sashes 58 ING eidcm EEA 60 FOPHIS teu A Ea 60 Client Needs review and Preliminary Assessment Form CNR 60 Access ne FONS urit ennt ud ttu bana a ub o e duce aS 61 62 Electronic eee 63 FLeaTS NextGen ApplyOnline Basic Instructions 65 Mandatory EE MIEL MEM E 64 Application process SUMMA y E uis Uu INE RM cantare ED 64 Accessing partially completed and previously submitted applications 65 Resubmitting applications to a new lender 65 Completing an application using FLeaTS ApplyOnline Pictorial Instructions 66 73 74 Reporti
7. ME tail st have a valid prodiit far ln met nan defail 1 errars of current page or whole LEM application Seeunty Tak Hira Ulznrda pa B Tie nel be cane anm o ilg tune pi mary provided e Ir gtrurr type le mandaton for eecurity 1 ATE e Sore Valley ibe kamiy l arkca Bes e lica Memes e DX Cua merl be suber as pact ut lhe secu ily s delaik Plea vokad arole securt iy at Binh Hoy ar e Humbe 21 scares eTberec az part of hia eacurdy z vailuatlom dera e Eemi m Plasze calec another cecuny Lx Gansu ron hype must be ended as perl of Ene details l ermanent Ausircan Hesicent Yca Elense select another secunty type e Yea bolls be eulera ay zecuriby s sala li delaik V05082011DH Page 70 O Firstfolio Limited FLeaTS User Manual sei O Fr lenry koom berry 1 bali Way THTFSFIFI E MEW 2572 7 552 456 20H fleats summery Spcicantay Loan Uodas Sirius rocking Interna Motes Znplizzlirn Tesis TR 2735 Br 1015 CInrirda Street FARERETS MCA Mr Parkes Mra Parkes wai Real Estate Assets Delak Value Bads Value
8. Application Detalle Application Details p amp plcation Information Appizalizr Inforria don k Applicant Metais Applicazen Fer EE MM 011 Apples F Estate Applian Ful Loan submissa inc Compzny f sclf ust Note Ensure you select correct combination of t Statement qa tarr applicants Joint Applicants treated differently to Joint Applicants Married Defacto p Heres 5 Complete mandatory fields in CNR Form 15 automatically validated when required fields completed Edit Form w Form Valid 1 Client Needs Review amp Preliminary Assessment z J Hass TTT Mr Henry Parkes 5061154 Expand to Print V05082011DH Page 67 O Firstfolio Limited FLeaTS User Manual 6 deny ases 5061154 to P nt 1 Edt Fom 1 Cert vends E Grebe Application Details Application Details amp Appi anion In 1 Applicetizn information Appia E A pia dur Fo Jil apan Mande factu Real Estate d A plza den Tyre Ful Loan zuzrmrizeizn Assets and Liabilities Company zc f Emzlzvzd F Establishing Clients Needs rut F Luana Requires Prou Slaleneml dice E 5 b Moles Fad Lead aA click Submit zammit Fa ci PE
9. EG FF LEES Fn E ESTE EE CH fiii de Thi ld Pon T Cki Hos D FER 3 2h 7 HCFA EOS la L ETHE ctc IS kerra mic 221 Bremeri aT NO X oer Bb S Er an 227 1 DUM 52 17 Ezi wi oul Bas Vidales Exil Vari 5iarzd 72r ug 2 1 Instead of displaying total payments this graph displays the expected loan balance at the various points in time The graph term can be advanced and contracted in the same manner as shown above What if scenario You can accommodate what if scenario requests in the line graph above for making additional payments lump sum payments or average offset balance Set the appropriate options as shown below in the Loan Preferences Screen Loan Term Maximum extra monthly payments af 30 Average offset account balance will be 0 0 Make a Lump sum payment of E at Year nus Product features comparison Click the F r ard button from either graph V05082011DH Page 53 O Firstfolio Limited FLeaTS User Manual FleaTS E JA pom m _ Mr Phil Applesmith 2035264 Populate trem Form fenes found Show HLE Comments Of gi pno T Product Features Comparison Forward H Sect Al For Quetaton ES Premum Select Home Loan EE Orange Advantnge EE Package Premium Select
10. aurzmal The rext acon dwie this lead wE gt TT Send copy to me Piso uke anal staat da Ex E UR Y E a m Tas t JI X wai ae Se HK gE Jorg oa pier T rti zppes ih Appi 2 T a dicus e Lie Peg 1 a niea ha bin zur gqaecepdf T Aber 263 1 Mr E Johr keed Lei etas frd oan ard or Ur Uss Codec gt ro Lir daz OFF Curs Gi to Uie bo pasos F Add Acechmeans Sare bob mu zu Pahl Laad Gussie fo tor ie Tag Beca rem lla Xa Baba Tuc 2 fy V05082011DH Page 57 Firstfolio Limited FLeaTS User Manual Printing your quotation and comparisons All quotations and comparisons can be printed for your records by clicking on the Print icon on each page Mr Phil Appear 1 amp Siosucc 3 AVOCA THE 23 5312 3355161 02 8221 1 142077 0422125 4660 p p Bp ec m 3874 The extaccz date for this lead wi 32 zu Send to me Hage Ire T 7m C9 E Boden ils Lead Contacs m peur A ees Pre
11. iiber Pil ppkn ET V amckcaten Orire Damen Heal Zobel duces Ubeck ect applicant A lin Action ect applicant support Follzsua Action Check azpo val Zal appizarl Actizn Action Action Actizn Actcn ACK Actizn Zel appizart Acton Ac Action zal appizart Lech peanut veh aevo Lier Me rte rene Jer man Me Cal applicant Ar lii 22 Ho 36 12 TAAT 23 Ju 2012 0 22 11 26 11 2012 Hun 112 2 ju 2012 1 23 20 06 Lz 21 2012 db ud Ay 12 Rr l2 un 2013 WI A FUT 2 d 3012 1 25 51 20 12 Juba 02 hag 2X 18409 0 Jiag F 1 21 55 12 34 51 Firstfolio Limited FLeaTS User Manual E S zxzacd m Client Needs Review amp Preliminary Assessment Prepared Dor Mrl erry Parks Reference 5051154 Prepared By Traring Uses Plane 023 8240 0705 235 25 L Click hara cort Form User f Har Sli Herr y Far ses 50611527 Expand zo rint ib rik hae nue tridy um Pons 4 i Ghent Needs Hoview B
12. T Val Vans Ta vnu ez3 Ta Vira CredEReHog v 4 Creckamng w Cred creck 3n Eti Sogo th Hung Pics gu dranlazs i Suec Hung D Jarr T Erare ings w iras domo Serge lory Gangs glor sion Savi ioy Jangs stor iror Lossbon _ Locmor cacan s pco E F f Wir 3 T 3 E T Ws Erf 2 E Y 12527 5 T 4 z 3 sf ipsae i EM 1 E bm erin iw Dinner Tus C7 70H I V05082011DH Page 43 O Firstfolio Limited FLeaTS User Manual Product matrix Basic information on all lender products is available from both the FLeaTS and Loan Matching screens From any FLeaTS screen click the icon If you are in the Loan Matching system click the icon at the top left of the screen s Fl eaTS MRE Mrs Mcrae EU 13 601 Show HLE Comrenks Save Exit Prime Lenders Basic cts P oducts Basic Lo Doc iny zereccry Prime Leaders Gal ates Pronn ra Do ful dowrloac
13. Loan 00 Standard Variable Lown Lean Am 3351303 ETE 22222 Emlimabed LMI 203 34 590 Payments 3 52318 Month y Payment 52525 Adjustment After Adjusied Payment Fees Apphcabon Monthty Fee Annual Short Term 5139 585 143 854 51 40 188 51 an sr Medum Term 3279 113 Id ETE 5281723 Long Tem O 5844731 _9045 286 Rates 2 Es die Ss MS linda Bate Tif 7 056 amp goi Rate Far MA 1 E Subsequent Rata WA MEA WA WA Comparison Features 0 E Pectabilty x Y Y Accoun I d x w Loan Fatty x Package x x x Redraw Allowed 4 w n E DNE IEEE PII E __ M Ma EL NN EN NN Offset Fee None None None HeWawFes _ None Mona Howe 1 None None _ Selection BWE 0 MG CBA E x E Quotation Required x E MN Ext without MILI Sirisd Tug 02 Aug 2211 Provide your customer with a quotation On the bottom line click on the red cross fo
14. Mew Real Eslale Aysel When all tabs have a green tick one application ts ready to submit Oumarhip Value Savinge El Apalicante ppikariEstmate z25 000 00 n AMI E Arcount Harme tarn nnn t hor Minton Vehicle Dstt nn Impe Luurecar ve Make Mere Ct Petes Fleets ett Mi Har y Pakes erani as 2 Eales Way MSW 2372 Acsa die 02 4562 455204 Adi Lead E u fleats CMOS LENT HEGE I Tiam fo Pm Appicstone oe Velida Submit r pe Submit Next Action 8 Subnet tiummary ay AppicPe u Srcuntr Loon Summary Statua Tracking Inicrnel Notes Aqplicacion 17 7681 Mir lenry Fares 515 001 Mra arcs Szedmica 105 Strect VARRES Westpac ian rm Heal Assels Die ails Cur ership Walis Masis Wale pAg Bs iea katahe Assets x uy Sophy inire Savings Account imsiu Ban ES J Use the racin Farffon x fo select a Document Pack 2nd print all document required for ihat I odgement or ise the creckboxesz to select specific documents to print kare Document Packs E3 Eicetronic Lodge ment lock Accu has e Manual ao
15. LL Mr 5c Ancronicsa 2 22 wra cote Coke 22 ig Fri Da e Fes T ATA jaw pena oc can ETE Fl qi alien contd Cha z Aquel D0 E 4 911 10 13A tub eras Mr em AMI 544 IF Wedor 2 ll n Er r Carr an 1 1 aha Mace 25 Xr an AR dy 4 Mrz LEE EAE HE GustererLecaor Calapocert A A I Appar mer lt race Mr loca WIE urzb 33 Aaa dy Calzpa crt 25 Al 2211 1c Cosme Ded i Fri lita Tenn HASS amare ccna Zw sun acu Fi qi alin appoint Fellrna 72 31 2721 1 CIL nig eR Hb rmn hr hl appesci _ su Arts _ _ EAM B ir cs lans n AM Fen Mr hy GO aber nofi pod gt Fil ap panotien appresi Qppr Febeap 3 1220 acci alin al ran ndem eres AJN raze approved feo wna al Tray 233 oom LS50 22 yria Ful acp ktien sm bod czon a Tcr aai T REL nas ani FE aq alin conti iF Mr dert Conny ALA i MEE 223
16. Select 2 TTC der gs elec lvan bps Subudhi d mde nane Lin Hraker PARCEHET Tino rng en 5n re Voc rrr BCIEHR ee TA Return to the main client list screen and exchange NCCP compliance Forms Several Forms have been included in FLeaTS to enable compliance with the NCCP legislation which came into effect on July 1 2010 These include the Client Needs Review and Preliminary Assessment Credit Guide Quote Credit Guide and Quote and Credit Proposal In order to avoid duplication of effort the forms can be auto populated from all data held in FLeaTS client data Loan Match Data and other forms Additionally all data is automatically cross populated to NextGen s ApplyOnline electronic lodgement facility Client Needs review and Preliminary Assessment Form CNR Completion of this form ensures that all the necessary data 1s captured to enable you to make the Preliminary assessment as required by the act Information contained within the client s record in FLeaTS and the Loan Matching software can be transferred to the CNA avoiding duplication of entry Note This form serves the dual purpose of capturing all information for lender submission via NextGen s ApplyOnline All information within this form will populate your lender application Please refer to Appendix A for details of your Responsible Lending Obligations all of wh
17. FIrsTFOLIO connect 5 2012 FLeaTS User Manual D Harris Firstfolio Limited 178 November Club AFE nd FNANCE Please ensure that you review the section Changes since publication on page 77 FLeaTS User Manual Contents ig Bro qe e 3 BUCA M EHI 3 WY HORE GO SOC PE 4 Logging on and changing your password 5 Creaa A RE WCC LL 7 Creating new record a returning client aa Fes VETE eT a eaa aa qu 8 Your cheni MISE e n 9 Opening editing and updating a client cece cece eee eee 9 CHOCO BOE LC rr T 10 FUIT RENT IIO TENTIA 10 Adding additional contacts to a client s 899288888888 11 Receiving a company generated lead eese 12 a eli RENNES mmm 13 E ECHTE HT 14 r status Sd BE rene EA eee 14 CCI CLS sca m 15 Sendin AR CMGI TOM LEa TS ren SESS
18. ee i x H zi x i i chthach Discounted Jasc Loan Simlifier Tesi Fit 2 85 je nsr gt 4 Om FL pen savi igs Ir 597 Goo SE lFrerazi Fale Lende Le yal Fees Montay Tees Flal Fee 56 u Maz 6o AINA Ev ender GERE HIM H npn qo FRE 1 Oh rer 2 1 555 Yes 4 125 eai 125 res 1 71 000 Yoa 2 34 000 Yaa 3 1 0n 22 ES oor 2 155 ear 3 14 BOS 3 51 OB3EM 335M BOS 2 MM gt ees 5H Year d PI ALU Year 2 BI LEU Seer hill Weer d 350 80 3 Hih HHA NT TAS fe 2 f 21 14 32 4_ upto 802 Ds FF 5Ik O5 vk m P750k 05 vh 724 com 50 gt 25 3 FI 3 5 nl RIE gt 27 TOS 231 5Hl IL S200E Ti Sr 34 NT May Yos existing HIIS c nier HEUS T Term Maximar k Costs bass cr loan of 52100 Retur tol tls Des Rabe e Shove cen costs User daser otfline V05082011DH Page 44 Firstfolio Limited FLeaTS User Manual Accessing the loan matching system from current record Loan matching can be accessed from your client list by highlighting or opening a client s record and clicking the icon or by clicking the quick scenari
19. Qrrstrrous i ao Pump my emm mam 79 Rae hack ki AIT Mr Alan Err Alan Sb SOUT IEZISSACE 4104 CLE 2755 52 554 200 200 COO m nce Ford topi 1o eA L Lan rror ctutc Full application apprend aztan amp ugportlciewup Jus TUzU T todt wpe harn m Lead sente Louw acia ffl d Location Iran furere cu dit Meese 2enpurpcse urnas Lead clar embed Porm Pda campagne nr Tnt irr ATI nur Pre app rum Tre 11 Ven Le luz 01 Pech 2021 Map i Mas 2121 ING JE DIRECT rer hedl Z Han zuug 01 Ma z2 Hunde van au i Hanis r pg zammar z Fears caeci Lsd andi zation sporceed Falla Suppor El Ar lia Tx 5 TTT El Bu pdetes ane Exit Mr EL mH ENS zal T nai HiT Draft Invoice Click in the icon from the Commissions sub menu to show a draft of your invoice RCTI based on the information you have entered into FLeaTS Remember this is only a draft as the information has not been verified against settlement information provided by the lenders Final Invoice Clic
20. Hbre KD Flee TS 22 Hany Fakes dune LFederstizn Way TEMTESFIELD kis 2372 Mug Tala 02 4662 4562 manent Enter correct data as indicated hy X l fleats Applications 2 eee j sandia Summary Applicants Secunty 4 Summer Sixtus iracking Internal Notes rac Applical ei ID Fbeadz 5081 15 AV eslpac 2 785 A235 LUE Hery Fakes Mire clannda Parkas wife Secures 105 Clarinds Street PARKES Au Groker Fiera um Real Estate Asses Detalle Owrershin Walle letais alae as E There are no Other far ihe apoliceticn Uwrersnip Lert burrent Belancz H There are Liab Hte for this applicator licum Type Detale owrarnehip Frequency kel Salary Miri Timer I2 nry Parkas Guss Sala Wand Tumer leary Parkas Yaary Add Men come There s no luce ku agnalic alium za Ct V05082011DH Page 69 O Firstfolio Limited FLeaTS User Manual 10 L Redt 2 Ffqw EE gt Mr Henry Pzrkes kroan as Fay F deraba Way NRW 2777 Asalia OF 4552 25090 I fleats Appliratinns Pim valkata AG Suomi more Met Actia sum mary y Loan ge ge Summary Status Irachmg Internal Ap
21. 1 22 24 PHI aid cl EL TAR PAT Prem lenr doa 23 Lr 4337 PM t HA Bld 1112274 anm een Prihar been daal TR 2717 13 17 PET Mary Jones wee AU Refraze beso dead teu 17 PH Tre Cus BILIE ELI Frdez Lemc dsd zZ3 vr X 17 22 53 FH ce t Hr 335 gia ECI dood 23 vr X1 111512 Av Timed TANT STM Prem Ienn dd 23 ur 1142 A B ware dale 828172 4182 002 Desn Jead 5 41 21 23 34 PHI Manes ll Peer orm Fader dead eux L LLR A i Ashey on BIZI Froes dead 1 11 2 AY di Larr wal SILLI BELLI Lox dood 23 X 1 111512 Av ar Pri Saeed 27 9717 12 75 PII Hr Aor Duar Ek 450 000 Poche been daa Slur 17 23 34 PHI Ar Lucky bay Frdez ed ur xX 17 PH gt Lise ie AS SLY 1 A zZ3 vr X 1 33 14 PM ar hon Fil tn sen tr Dur TA men HH T aug RECS 515r OW lt F 15 10 me eee ue 33 35 24 ina Prde 10 45 hi Linda Cooper 2 lu 42 herah wallet Fades 1 Eas Fil IRF ec qnn Aw fre ee SET tT Pashia 15 4 a Jah Boc 3209224 TRECI Poche 10 42 V eat he Fr are Fd Tu Po Las ononon oP Note This area
22. 1 Click on the date field then select date and time of the appointment 2 Type the appointment location into the Location field V05082011DH Page 22 Firstfolio Limited FLeaTS User Manual Reassigning a lead If you are an administration person for a group of brokers you may have a need to reassign leads to loan writers within your group To reassign a lead client highlight the client or open the client record and click on the icon located in the 2 column of icons This will open the reassignment facility shown below EIEN m n T C ersreaun Exil iam Tue Pure IT TIMEMUS TIS ud ranch S 1 enr Mu Int Irt irre Lord 9 pner Te Azdcertrare dudas DID En rana Ira ipi hagard Pun EEC E 00 wonder TF Balud Tuc 12 e 2011 1 Enter a comment in the New comments field 2 Locate the loan writer by typing his her name in the Find broker box Options will be limited to brokers within your own brokerage Click Apply 4 Exchange data 99 Deactivating a lead When a client tells you they no longer want to proceed with you you can deactivate or make Dead the lead by clicking on the details in the next screen icon and completing the required Note Deactivated leads can be reactivated at any time V05082011DH Page 23
23. Lapsed Alternatively you can create various views to suit your requirements H Lead status usage Using the pre set lead states in the system helps to prioritise your clients as well as your follow up activities In the table below 1s a list of all lead states along with their suggested usage 1 Lead received The initial lead state for a company generated lead These should not remain in this state beyond the initial contact All new company generated and issued leads should be contacted within two hours of 422 BJ 21 2 Self built lead This is the initial lead state for new clients that you set up in the system received 3 Contact made Contact made should only be used as a transient state after Lead received It 15 expected that a lead will only remain in this state for up to one week except in unusual circumstances Examples of when to use this state are customer asks you to call back to make appointment customer says they ll call you back etc V05082011DH Page 14 O Firstfolio Limited FLeaTS User Manual mobile HLMs and possible for phone HLMs No lead should remain in 4 Appointment made Expected next state after Lead received allowing for 2 above for this state once an appointment phone or mobile has been held 5 Awaiting customer When a face to face or phone appointment has been held but client is decision still in decision mode Also applies
24. SALES wiser ALS 1Cc2 CcC0 Puce Mager tren Feel apria 28 un zC 12 C3 bis Lda 25 su 503 000 Farnos Euroma aeon Cal soplizaut 29 20 16 LL 102114 nnt tac 2 E Fir hi Ek falan uriw RIA TAS ana ni ran Sree Paca Axa riy e mf le agh ail 755 734 2234 10 silii b E BL E rfo IEL Furs clLagpkzstor aoroced saperti okwap vaca renti anas Mk i yd sant PEME Pasume ET 0 ad 2011 1 034 d My 2r dst SILLELU Prams asorowed 15 411 agar i EER E Tray idum vers TENN Dore r epo leen peer Arhan ate Ser were 1 B uai FED pos Jerson Soy Purses acplizhtor cub Ha Acton s B rua Mery hrar iran Drm sacha Htec Arhan _ Gory Se Ly m kei Ha nan E B ue Jad E ica ccn Puri Ful acplizatier stb Ho Acton ps a Tari lams Ful vibes lew Tem id Traing Fas 512i 270 000 Pursiss Tul zgplzstior stb ctec action Fir disks er Tape E R Paca Se des Ha A lian E rzzfcko Mr cane Te 2 J LEU Purns sadha Ey sver Azhon iT il SIRES ECA Pas RA qqk alia adr ha Ho A lian Irsa Fei pan Jamis SIE ss Teal L J CEU Puro apebcsbor stb Azhon
25. Where to get help A complete manual for both FLeaTS is available for download from the Firstfolio website at http www firstfolio com au aggreegation ageregation firstfolio one svstem Additional assistance 1s available from For help with system use e Email fleats support firstfolio com au e Broker Help Line 1300 883480 e System Bug Button from within FLeaTS V05082011DH Page 4 Firstfolio Limited FLeaTS User Manual Logging on and changing your password FIfSTFOLIO O fine Jallu L ser 14 BankWest b citibank de f HOMESIDE ING E DIRECT ee sswords are vn v LA Ste AIL aan wg changed by cking here nab mme aM oo instructed Note If you are working offline you need to click the button instead of the Exchange button Tip 3 unsuccessful attempts to log in will cause your access to be frozen If this Occurs you need to contact your administrator to unlock your account V05082011DH Page 5 O Firstfolio Limited FLeaTS User Manual EFI FIfSTFOLIO wed ccrneccac Teen clic the Work O fine Jallu L ser 14 EEE B an kWes t Load ergo Lead wik Treckrg ia c tib an DON 1A N 1 ludin Bec arte FEN ol TER clear 13 ibi mac ord re exehanec Ab ING ES DIRECT nab __
26. You can add additional contact details to a client s record to enable emails to be sent to other related parties such as solicitor spouse etc This record also contains all other contact details Click the button on the main client list screen then click the Lreale new Contact button on the next screen V05082011DH Page 11 Firstfolio Limited FLeaTS User Manual jnas J FWSTFOLIO Lead Contacts for Mr Adam Jones Hane Jessa Torque ce Fas Pas 7nd Ade eber Tr ol Suma IL urn d Pryor La When sending emails to the client you can now select additional recipients by ticking the boxes to the left of the FLeaTS email screen select email Recipient s Lead Contacts John Lender Applicant E Mary Solicitor Solicitor at Mary and Co To access additional contacts information open the client record from the client list Lead and click the icon Select the contact and double click to open the details Receiving a company generated lead If you are receiving leads from Firstfolio or eChoice these will be automatically placed into your client database You will receive an alert via email and or SMS To view the Lead Sheet open the client record from the client list and click the icon V05082011DH Page 12 O Firstfolio Limited FLeaTS User Manual The Lead Sheet Applicant Mrs Cash Flow Confidential to 3 Demo A LI
27. as your campaign trigger Ensure that you test and then activate the campaign Enter the Reports section as previously described and run the appropriate report Then 1 Select the clients you wish to attach to the campaign select all or select individuals Click Attach Campaign from icons on left margin Select the appropriate campaign Preview and test the campaign Then click Attach Campaign to Leads P eee V05082011DH Page 34 Firstfolio Limited FLeaTS User Manual Uploading documents into FLeaTS FLeaTS provides the ability to upload signed loan applications NCCP and other supporting documentation and store it against a client s record This means that you can digitally store all client files in a safe and constantly backed up environment for later retrieval JE E E p ng unda emi Tr Cit Lil Lial ern fcr P ns Lead Slabs All lets Tempe In aparer rarr 25 landa cache i REF hd apperti 20 3125 1220 22 nA Eu erctlereent rete m Fre hia 21 p RES yar iri i to base IRAE setnest stan Cabs al Bj rafo Mr taw Cxpe ALEL Famer suchas voee by Adr 5 Bl Hart Teat 124517 pl Wn FAA Fr Fler ffcrdabd ty LULL saFordetesticpond
28. Tracking number 6018365 Mrs Cash Flow personal details Application date hav 19 09 12 52 eChoice discussion May 19 09 01 05 Email Fax Address TBA BRISBANE OLD 4000 Work 00 0000 00000 55555555 Mobile 0000 000 0000 Occupation Yrs curr jab 8 years Dependents 0 Credit history Good Yrs prev job Joint Self emp bracket OK to record Yes Loan Information Property QLO 4000 6 Orig loan amt 300000 0 Repay approach Property value 300 000 00 Loan value 72 73 Interest structure vanable Property type House THousefAct to income 0 00 Branch network Property use Investment Property Extra security 250 000 00 ATM EFTP US Consti Renon Extra sec debt 100 000 00 Internet access Important Buyer status Buying again Latest loan amt 300 000 00 Current loan Loan reason Raise cash Refinance Current rate Current debt 0 00 Income details Primary App Joint App Total Before Tax Monthly Wage Income fe 233 00 d OU he 333 00 Before Tax Rental Income FU O0 70 00 70 00 Before Tax s from Other Sources 70 00 7 00 70 00 Total fo 23 3 00 qu Du Bo 333 00 Monthly Loan Commitments inc credit card 70 00 Sales focus Pre Ready Loan search status am readwfor eChoice to find the best loan for me Property search status am in the process of looking for a property Bpprauwal required 60 90 days O
29. pplicantic qualifies for EMI Professional package is MOT Show onlv the best maiched loan 37oduct tor each w rente quotations crested ir ihe session pos si Cur ri reid Mone Luar Ter m m Wake extra rranthiy nts OT yu cerupiar 201 prodala ir arr ubi2i e den x Wrage cficetacccunt balar cc will bo Make a Limp sum aay ment of L duserictlinel V05082011DH Page 50 O Firstfolio Limited FLeaTS User Manual deese m Mr NUM show Zar me s 4 Bar HH Fui bY E 3 Pt Applesilir 535264 fe mR tlle head Best Matched AN Ecco Dear 4 Eckecilons hist u aekeeicd Ann Fr Ha Err M Cut 17 Crest mn 4 rp emri nr cns nad mhna THF e li han EN EL BR PATRIA AT ASO ERAR BA 3 Pradunt a TRES mE Jarun Sela 1230 et rm Luz cask cud refer mrn nh piy F inc loa ELAS RRS EDARESA Ly luz at VI carb ute ge ps ee ge E agura du ada eo ANZ anys Aayi ING Bi DIRECT alaga Deer HK PETRI SAVED FFCU GFN EFE TF Anc gima E ee I TAMIL Aa bke Lest 7 oade s EPS acus Yan Maii boy Ea Alm pudus S
30. 26 sahe oy lence feo czca B ov r HAIr nmel22 TIE wra amin Jemec Ulya TTE zl ira ccm su B as zmth 02530 cm Fri lila H Re sian rz fcha rade laws fodiens menu o E ove tratten amitt SE cum mens NH on resor ss lost HYr rapa approved Apes Mace Pin le mou zt 17 EE pc LLILLLLI 1 eiar TT TES nime ist Cer rma b Fir Mrmr nakr First Reached ast Rennrad Py Fast pained Staus Select the Documents Teu l Shaw Decore ter Puree PAE Tax retums 4 Bukten Saving A 9 hama kan Contract of sale 4 ks Tuas na vl 1 Fail Superannuatun stabements EC Docameets 4 Signed Loan Application Form i Snead Pinasca Broken Contract Signed Meads Analyse Form V05082011DH Page 35 O Firstfolio Limited FLeaTS User Manual i Soa 1 du zar D Tracking id 2035204 Mr Phil Apr smith kn
31. FTM EEE drat Adel 21 lea ooo WU ong Lim Lard lve Fira 1 Mi Sar An dabilile Z2 DOA Glee 4027 ULL vois Gout UE CUUU 2JUUU UU ope ond con amad Bu AT lly ERE x Fal rer oa Cien Er AEE San a copy Ez im LESE V Wr E OT SN LL U Pal Allard 1 er pet fes Hl cred wis n pin LIE em Exchange Liz epe dus ems lH asal Pe Mira Wy Tampines Le pate lee Chia ES eT li Pad Shik acad tei ior Ch o pee Smiri Tue AF 1 Click on the Select template drop down 2 Select your template 3 Click the arrow to bring up the selected email P LOMEN oe ii pem t I Tl t em Tae gain zs IIT i Arie irb Uighur ELLE RIS i Alun z2 B s3u22 E4AESB AIE IL 2223 Dordi h U eo Oe JUU oe akana cal Combs Lx Abu Tu abide Vis nes acl doas ed ved Supers sek Fm eam Adr cr Fed SESASI Sarda cups Tau eis m Xx x wa EA EX il l zaot h EX ER ha f dl ae
32. Famil amp 3uzer Jayme Tis Tima curr pt 22d red zurance lime pow inb Spiny a Exi wiles Whether accessing for an existing client or new prospect the system works exactly the same from this screen onwards Refer to the next section for further details Accessing the loan matching system for a new prospect Click the 3 icon to open the New Prospect page This facility enables you to create a quick scenario without the need to create a whole client record New client records can be created from a scenario V05082011DH Page 45 Firstfolio Limited FLeaTS User Manual SH coos LES RAI GBA DAL icd mu ages La ram OCT EU CE Lead d Prospects Fil ur Conic Namc neu Dym herz E cnr3 Frei nnd Emz Shara Laat Mec uada nhr Smh 12224757 rad cmd tmm 1 2 JHar 1 1 niin dun E LLLL P m sob gp xx onm Ae eT 20 Hon DIL 23 Jur UIT ll at cemed trom LUL Nar 2 11 phn gel AHH arduo meoness7is Lc ad omm from Loc z2 Mar z011 hn a73 mary end rod dmm 0r 27 Hnr 2f1 wal zu E nun EO 25 Nar 70101 lom Lut 22 War 201 ad irom LUL Mipil Sand Trom LOC nad mcd PN al fium
33. Firstfolio Limited FLeaTS User Manual Reactivating a lead If you need to reactivate a Dead lead you can do this by clicking the ipm LT TEST T I ec IN WS LN p mem m pem WE ammi ae Dead and Seed Leads Scarch m W Saarch Options Maps ai coute Sucking ic ih s soem or Bansi Get socmed sars bichlicre eds Use Tee ne cad ag Sue ees uat fist nae Berapi Mimer vsus hw eil cml usus fom Firar edet nomo Skea c hale rice eae a aaa addat lant arzan dr rom passe select ems select Lear sopl z2323 mene Lan refzcer cor Lua rE eee bral bebe r E a Storied Tur ZZ 2011 i Fl rart M BESHNE dd Dary reum pae E search acer Ap Rar iL Avail l ps Ele Lake tank Fef Lug Laa Hame di len dale amail m an Prem dese emper ord t p 2E E LIH leai Daph eal 12 8 2711 65 57 24 E Weick lizia s Leet dax z ANIL Lorstuc Desc 12 11 42 a Pbi 4162 2 res DS e 23 lor 2
34. Page 19 O Firstfolio Limited FLeaTS User Manual Creating standard email content templates The FLeaTS email system enables you to create standard emails for marketing client follow up etc FleaTS Orirsrrouo gt E b 25 leen Archive Lead List Mr Frank Davis Level 3 693 Burke Rd CAMBERWELL 3124 VIC 02 0000 OOOOH 02 0000 0000 W 0420 000 000 fd mail net au email To Frank Davis The next Subject Firstfolio Home loan Application Ref 5013864 4 Send a copy to Source X Be amp Ga B Z U s x x EE E m Style 7 Format 7 Font 7 Size iE Jae M Creating an email template is as easy as typing the email in this box and then clicking the Save this email as a template button You will then see the dialogue box below which enables you to give the template a name and save it for future use Save Template Email Enter new name of the Standard Template OR select Standard Template you wish to u Create a new Email Template Save Cancel Select Template a Use Ctr to Undo to Redo Ctri X to cut Ctrl C to co Save this email as a Template Save for Exchange Delet View My Templates Instructions are in the image above V05082011DH Page 20 Firstfolio Limited FLeaTS User Manual Sending a standard email pm rha Tl liner Ei 21 tm Erhat i
35. Source will reveal the correct commission structure for that deal Tip 3 You can select non home loan products such as deposit bonds insurance etc from the Product Type drop down menu V05082011DH Page 7 O Firstfolio Limited FLeaTS User Manual Creating a new record for a returning client When an existing client returns for another loan you can create a new record from the previously settled one E 1 Click on the icon to access the Settled and dead lead archives then enter the appropriate search information to locate the client s record This can be name tracking ID etc 2 Highlight the appropriate client s record 99 Click on the icon in the left margin not the one at the top of the page 4 This will take you to the same client set up screen and all information will be copied from the previous record 5 Ensure that you amend any changes if necessary V05082011DH Page 8 Firstfolio Limited FLeaTS User Manual Your client list Floats zd o cam em E Ire rump Y E Corker b nmi Prospect Fh 14 Lesc Stats E leads leac z Isa Dengacay Ti Fm Aol EI an A v aol Alia Pali i Chanae new setings M he ir acl Fre Icha Tor Ape calls TTI aupra cama Sant mr ya c nas dexiam 77 Dl FT 1 T irafo Di
36. To access your and forecasting facilities click on the icon The following sub menu which 15 self explanatory appears Commissions Menu Create a new lead or attach an existing lead to an unclaimed settlement You wil need to provide the loan account number Only use this if you have not been paid commission for loans settled longer than two months ago Shows loans settled but not yet processed by accounts Shows a draft of your RCTI or Remittance Advice based on the information you have entered into FLeaTs Available after payments have been made and includes full details of those payments on a RCTI or Remittance advice Displays your expected income based on pending settlements you have in your lead portfolio IE includes leads that have a settlement date in the selected period Shows payments that you have received during the current and past financial years Year ta date earnings shows loans in the period that they Tafea To are settled which will not be the period that you are paid Date Earnings V05082011DH Page 39 O Firstfolio Limited FLeaTS User Manual Claiming your commissions Note If your client s loan settled before claiming your commission please refer to Creating a new client on page 7 By changing an existing client status to Settled by Lender your lead is now in a condition to enable payment of commissions You don t need to do anything else
37. from A through to AQ to accommodate all FLeaTS fields Not all are mandatory however It is important that you do not change the order of the columns nor the column headings as these are how the system recognises where the data is to be held in FLeaTS V05082011DH Page 25 O Firstfolio Limited FLeaTS User Manual UU ooo nsn Hamr Fnrnu Bruire Wiew T p suus m mo IE E Du 11 rap bet 5 z NEM m zu F T Felu H dn da ae ra Hege amp nlr F 35 ig mi nmal Tell Delale Farn E z I LAE REI E EE JEI ormat emer a I leble i EIER selen Tip heard J Alga nme 2 E anui Cells Ex it gg aT ri Applicant 1 H US I H l l M n i H 5 1 4p clican f Applica rl Applicant Applian amp ppliezel Appling Applian Appliczel amp pzlizant Applica nl Applica Ap elican Appice nl Applica Apzlizant Appliczel Applicant Applian Applica tl Appling Apr liz duc Enter your client data in each row column either individually or by copying columns in another spreadsheet and pasting into the appropriate column in the template taking care that all rows l
38. give the consumer a copy of the accepted quote If you do not charge customers any fees for your service or Clawback any commission then you do not need to provide a Quote Proposal document A proposal document sets out the costs to the consumer of using your services and it discloses any commissions you may receive You have to give a proposal document at the same time you provide credit assistance to a consumer Client Needs Review or the Written assessment This is a preliminary assessment that the proposed loan is not unsuitable for the consumer The assessment is part of the Client Needs Review document that is downloaded from Fleats You are required to give a free copy of the written assessment to the consumer if they ask you for one within seven years Fleats These documents will available in Fleats in two formats after the 30 September 2011 in Template and PDF format The PDF documents can be accessed via BLOOMSEARCH whilst the templates can be obtained from the Lead Form icon in Fleats The Templates are largely pre populated but you must still verify that the details are correct or completed V05082011DH Page 77 O Firstfolio Limited FLeaTS User Manual Australian Credit Licensee may choose to use their own Disclosure documents however Firstfolio s Credit Representative are required to use the Fleats Documents If you need to to clarify what your legal obligations are you should contact your advisor Any oth
39. m 5 anhe f Ler School IIS ra ur m Shen Lege ira and l bas Eo Sed Th Ese Di lise a Ire ead General style H p aye Cena iy Lagu Wa ual ellen Kya 1 Imaged Style 1 imaged Signstere Style 4 imaged Signature Style J eT Fr He Lick Ee Sara U Saba Ve VZAT V05082011DH Page 29 Firstfolio Limited FLeaTS User Manual Fleets EAE tj roo IL SE 0 Tg EIE II E DEDE exchange par Deuy ob rt Report Lint T Lene Pros Your Campaign Preview E Your emal campaign will look like that shown below To change any detzis navigate back io a Prenos screen Auto Lead Attach Campaign Status opportunity to remind you that I remain available to assist may find helpful These include iew of current loan e it for you holiday Amanging lens for the purchase of investment properties using the equity your current property a wide ranqe personal loan car and equipment leasing and insurance products If you would like assigtance with our range of services or even if you simply wish to heck that your current loan is sil the most please teal free to call ma on the number law or drop me an email your financial goals and of course I would relatives or wo
40. of 778 View Do another Note Your emails will now begin going out to clients as they meet the criteria Creating your own email campaign The process for creating your own individual campaign 15 very similar to the above instructions with the exception that you have to enter your own text To avoid repetition this section will deal with the differences only ij 5 FWSTFOLIO B reste Csmpacn Pin Tap Copy Er ctinz Campa gn Lary ampk Ca pa3dr cancel V05082011DH Page 33 O Firstfolio Limited FLeaTS User Manual Refer to pages 27 and 28 as these processes are the same 2 Mess s De s m Xa E E E E S8 BONN mer ram rem Fea pe Search pers s 21 marche r p Lun d och LI e Czungiaun Pewee Laoag vel hack bee Bal beus Te dange dela nailer a Pree cil ke lla Exi 534g Ihar ieee es Sot Finally test and activate your campaign as previously described Ad hoc campaigns You can create ad hoc campaigns for one off or irregular events Again the process is very similar to the above instructions Firstly create your email as described above and select Ad hoc Generated from report
41. ted 1 NU wx from there madz 5 E i some 2 Tip Ensure that you have selected a lender within Aweibng dc 1 i isa the lead record Full ion ap ure zd 2 3 T ms ii ulspolicstion auzrritted 13 E iw HA ooudrecnez Tranng ted Do re appear 1 m ri73tfo dz LITT Z Ire appia i 21 Tranng ved Selle by 6 li sHaiz Traning Use Denis Jones r n10s8 s400 070 Turchess Tetted by lender Iranrng Irnnnz Lee PIC EF Kekann 1011 1 aurhza hy Inner Tranng Traning Leer James Hzra 5135511 465 000 zurchagz Ful apzlcstizn submitted x Trang Trani Ube SF Bar zk Ghane 5129915 200 070 Irthes Hal raam ES E Tranny Traning l ker Lenny Parkes MTT amp T 70 Fuchs Sainz dzcume ts Mss an Irarnmg Irannz Lec Jonatzo 5m th unchzaz ul apzlcztizn 3ubirittz d Lo Abas Tranimz Leer 1 smith 035355 6450 020 Ful apzlcstizn subrritted aaa eine Tranny Lee Tesl Tea 124 75 s300 070 Ful epolesticn i E Ss i Ira nn Iraning Lie Appiano Ira zl ul Club nanda Trannz Leen Yr Don Trume z123818 300 020 cuctamer Daden RY FreaAcn 3 m lina F ead om can ben 081 record 1 oat eet tae ray daa 13 ML 4
42. 9719 button to progress to the client qualification screen Show Cost Schedule Show Matched Lenders You can elect to display a schedule of costs and funds required only lenders the client qualifies with or both by checking one or both boxes The system will default to both In the screen shot below you see the following 1 Cost schedule detailing all appropriate state government and lender and mortgage insurance costs Note LMI is stated as an average of all qualifying lenders at this time 2 Finds required by the client to complete the purchase plus a warning if there is a shortfall based on initial input 3 Lenders with whom the scenario qualifies ordered from left to right on maximum loan amount for that lender Use the horizontal scroll bar to slide through lenders out of view 4 You change the loans that appear by selecting various tick boxes at the bottom of the screen Usually the default view 1s sufficient 5 You should note that other than determining maximum capacity for each lender no loan matching or ranking has taken place at this time 6 At this point you know that based on the information provided the scenario will qualify with a number of lenders V05082011DH Page 48 Firstfolio Limited FLeaTS User Manual is Pini 5036264 EM OC _ c om cr E Lender Calcul ars f ban Lctztebecu s Secures and Loans HAMS Pu elissa PIARA y Walle ERA D
43. CHRUL 3 Apalai Fer Tic domm sas 515455 nn Thi bi n nappiin fer mi nae keni brem Investment 1 eq Me morqaqe sae uly cn Trae EE mull R8 170 0f Memihly Mryirm ml a Iesznenti 32g Fez o7 Treads 07 Lars 31 OT 30 Tha oa cand Aem eas bane md ba 52172 Lsrjer stabs hryenrt ees Le du Seles Lae TOU A epay ul arus be lea bee un go 36 lin 5 55 f walabor ss Phara She ee rd homm 63255 rers Martti ms mno ribersst rate c7 anges Lest valsien se ba 7385 Far Odher C cars n impen rigal hy oe aula Lonveyencing Sosis 31 HN to zarapbete 2 biz recur ud 8 423 00 Au nual Pee HAAR Thee amp n2 ongeng amus eu by LL EE dag a Dekin cok C anb Amr Ln Eo Updates anc Ode lue Cu nag T You can do Page 55 O Firstfolio Limited FLeaTS User Manual Amending a quote Click the Costs Schedule button Alter Caste Loan Costs Edit Cost aource Securities and Loans 26 971 Purchase Property Value 300 000 00 Total Loan value 273 029 00 Government fees and charges 12 298 Residence 1 Reg fee new mortgage 95 10 Residence 1 Stamp Duty on Transfer of Land 11 370 00 Residence 1 Reg Fe
44. FLeaTS User Manual Changes since publication Nil at this time V05082011DH Page 76 O Firstfolio Limited FLeaTS User Manual Appendix 1 National Credit Code Responsible Lending Disclosures The responsible lending disclosure obligations start on the 2 October 2011 These are obligations to provide certain documents to consumers so that they understand the credit activities that you provide You must give these documents to ensure that consumers have access to information that will help them make decisions about dealing with you understand their rights if they do engage your services and understand the contracts that are being offered to them Depending on what you do and how you do it you may need to provide only three or all of the following four documents The Finance Broker Contract has now been substituted by these disclosures and is no longer required on any regulated loans Credit guide A credit guide provides preliminary information about you to a consumer This document would typically be provided to your customer prior to engaging in any Credit activity eg the fact find and would probably be one of the first documents you provide to the consumer Quote A quote tells the consumer the estimated cost for using your services if you charge the consumer a fee Before you provide credit assistance you must give a quote to a consumer the consumer must have accepted the quote by signing and dating the quote and you must
45. LOC 22 2011 amed irom LUL zi Jur ZU11 ead oma trom LUL Zu Har zu11 ind dmm nr 20 Hnr 201 ian gt Tuam LOW Ti nad aed nan LOC 5 ga 2011 OO EO oO tad inom LUL 111 ad eed from Loc nd srt trem 1 ZT Mar z011 ar Nnr 2f1 1 r 073 sock o enn can kash octet 1 Hekke wd DF Aug zc 7 EX Select a Loan Match Profile Applicant 1 _ Applicant E Email Address n Blank profile Buying Again for Buying Again for First Home Buyer First Home Buyer Couple single for Couple for Single 4 Select a default Applicant profile and click open V05082011DH Page 46 O Firstfolio Limited FLeaTS User Manual Leak mud 79 Applicant yt res eme bor onto oce MN 1 Applicani Roni iacere mpioymt PermPensen Times E rone E Lind caer Lead Prospect Applicant Daas Property Lise Hmm Feilim Lah An Locos Cheer phip Security Fret Hone Buy Ej Owner p m uw oe 3 Gross Salary Ls Treima 0 Trepe Applicant Rental incor 5 Arens Mo Dependents n Renia m Otter Tas
46. TE STN TT LT pi sani POF E FLeaTs 2 Land L3 Lr Em y Form Vaud i m 1 Che Riri wa R Pe ene ie Application Details Application Details Appi adon In zrmeton i katar In arrato xe Loan Application Type ADE liz 2 Je b apan Paridis as lo F Heal state i Applian Full Loan zuzmrixsiz n F Asscts and Lrabilitics Establishung Llicnts Hecds Trusl F Loans Hequircd Poe nias k Statement 4 iac Choosz zcxn znz chee zo k V05082011DH Page 68 O Firstfolio Limited FLeaTS User Manual 8 ApplyOnline opens with data populated erg Pies E Fad aban Warp MPO 2377 doa Tirka lin Sat Seven Borge sirm gt ELE 2 Lh Pie Coa Fe thie fir irre LT 2870 AU danh Fu ad TIU Pages requiring falid P age Cumis Docet 00 additional information Appt oe nmn Typs Spec aT an Internal Notes are for your own use Tong 1 24 TREE mw OE and will not visibale to the lender Lender EE You should note that they will not Lees I s populate back to FLeaTS Zppse phon Troie
47. TOU Lape salut E vale ort Fori at t Aa m canam viu you ete Whaly sare al Ue dele irel fia ag Ge seal a aaa de ul de Enel Mobs Lead check mun kr Frese Het Fl Sty Wipes ane Fer z Tia fae You can now activate your campaign Warning Once activated the campaign will automatically attach to all customers who meet the campaign criteria in the future The activation does not activate retrospectively Attaching your campaign to existing clients As previously mentioned creating and activating a campaign does not automatically attach 1t to your current database retrospectively You can quickly and easily attach your entire database or selected clients to a campaign via the reports facility as follows V05082011DH Page 32 Firstfolio Limited FLeaTS User Manual Click on Reports from the top menu and select the report with the appropriate customers for your campaign 5 n E err Lod Lex CEEIILELEIIIIILE Y x d aT we Report Generation Search report J3124 1 SOU C Select Your Campaign Select your campaign Please Select Preview Campaign Test Campaign You have 778 leads selected attach a campaign tn Altech Campaign To Leads Hunber
48. This will either open the data capture form which is the Client Needs Analysis amp Preliminary Assessment CNR if required fields have not been completed or take you directly to ApplyOnline if the CNR is completed to a valid state You can also open the CNR from Lead Forms and submit from there Complete all items highlighted with an as a minimum For purposes of speed we recommend completing all appropriate information within this form however if you have separately completed a compliant NCCP Needs Analysis you can enter the minimum if you wish Note You can complete this form offline and transfer to ApplyOnline whereas you must be online to access ApplyOnline Click Submit If you have missed any required fields you receive a validation error Click on the error to go to the required field correct the error s and click Submit again Note When the CNR is in a valid state you will see a green tick at top right of screen The ApplyOnline screen will display with a number of tabs for each section of the application Missing information will be noted with a both on the tab and beside the field that contains the error You can also click on Validate to show all errors or just those on the selected page Clicking on each validation error will take you to the field concerned When errors have been completed on a page clicking the tab again will revalidate that i ff page Some items are noted with a yellow These are simply al
49. aTS will where possible find exceptions belonging to you Note Your originator name is the name by which each lender recognises you in their system This may be your name your accreditation number or some other variation You will therefore most likely have several originator names one for each lender you have accreditation with V05082011DH Page 41 Firstfolio Limited FLeaTS User Manual You only need to enter this information once as the system will record those details for future use whenever you tick the Find by originator box Creating and maintaining lender accreditations It is important to ensure that you have entered your lender accreditation details in the system FLeaTS uses this information to allow online lodgement via NextGen ApplyOnline and also to establish which lenders it can display in the loan qualification and matching software Broker To add amend or delete an accreditation click the icon to take you to the accreditations screen Adding an accreditation SIEG NEN p T Drm me p Jape Tor acad dad ell ene dictation Jelec ender Ful urs alla canh Comzany Gude Enba Fabonal mance Gut 1 kabonall nar z Cub FHI oan Fra saa zi aliam ele Phase tl es dic
50. abie Inc 0 Me y Hier Tanaka he 30 Fondy 9 aj Gup Payments Pmdmedrnesse hid Support 4 Compacy Ca some pre lcd but should check Not compulsory but recommended contents lier V05082011DH Page 47 O Firstfolio Limited FLeaTS User Manual Tip Always ensure you enter a savings period 25 to ensure you get an accurate list of qualified lenders l Select customer type 14 Navigate forward or back P select property usage EA Add or subtract securities 3 Loan Amount 16 Add or subtract borrowers 4 Refinance amount if Refi 17 Select relationship type 5 Cash out amount if Refi 18 Number of dependants 6 Enter state where loan to be 19 Self employed yes or no 7 Ownership 20 Cust age for Reverse mortgage 8 Select security type 21 Time in current and previous job 9 Select appropriate holding 22 Income all types Monthly 10 Estimated value or contract price 23 Enter all expenses Credit rating Enables more info if not Good 11 State security located in 24 Some types require a set combination I e Married Defacto 1 requires another applicant Married Defacto 2 Required for servicing for some lender matches when loan is high LVR you can enter the annual figure and press F12 to convert to monthly Qualify your client Click the
51. ain screen and contains a listing of all your active clients and their current status Opening editing and updating a client record Select your client from the list and double click to open the record Tip 1 Holding your curser over an icon will open a box explaining what the icon is for Tip 2 To copy and paste to or from any part of the system use the following key strokes Copy Ctrl Paste Ctrl V Cut Ctrl X Tip 3 If you are doing a split loan for a client remember to create the split lead in FLeaTS See item 7 below V05082011DH Page 9 Firstfolio Limited FLeaTS User Manual E Fia JFTSTFOLICI 1 BEET E HE Ea T ue erii hr mri Fu a Tracking li 3020736 Mr Adam Jonc dam 1 Hr17 2 Fat A ee TIL LLL camera rent Call isaplizuni hiy 55 Mid 12 28 477 em Herne EET x PHI Law 5st Ira State Conmrcnt f j L The 35 Mey 2 scq o eral ETN como Iri es manc oed ride vag IF Arr amert sid rer ui kale Tr LII p eet reb cf rrr ar choses ir Tig mer fm cant Asa dag ranis Hes Pana Cab opps Mes nowi Gabe ase ue of work To exchange click the icon This will save you
52. ayable The graph will default to the full loan term but this can be changed Clicking the M button or PP button will reduce or increase the graph term by five years 4 buttons will reduce or increase the graph by 1 year increments You can lock the projection in place by ticking the Lock Projection box Leaving the box unticked will return the graph to the maximum term each time you return to it after going to another screen The lines on the graph show the total amount paid over the designated number of years Note Changing the term on the graph does not change the initial loan term It shows the amount of the loan including costs and interest paid over the time specified By clicking the icon you are able to change the graph view to the following V05082011DH Page 52 O Firstfolio Limited FLeaTS User Manual lcs pelo n vr Phil ogiesmith 036064 irom Fora found 2 cece tte comers Seti E Product Cost Comparison a Dad o lee dj m Praja tan St year dob be 4d Lacs cendi 1 Hh x nan Repayments Chart Ful senate ieee uz zz al the 2nd u wacl az ked yas ETT ISSUE ie werk Le TET EIR UNIO it NS TEUER gt T ES TL TP TEE OEE CS 1300005024 SET HEEE vr _E JE 3 er lt 1 Pom Se ce Pram hirre van mcg tex Eo 12577
53. bps Home Loans in a Company Name LVR guidelines ANZ Full doc Reviewed 26 02 2011 Source Update Home Loans in Company Name ane restricted ta tha following LVRS Existing ANZ customers 95 LMI premium be capitased up to a maximum of 37 New ANZ customers S0 LMI premium can be capitalised up ta a maximam of 42 The existing customer test relates to the Company not the Company Directors where the Company must have held retail lending product for greater than months wih satisfactory cedi history amp retail lending product is defined as a home or residential imestment loan including lines of creda small business loan credit card or everdrat facility Mp pore de 4 gt Uil passu Dit Hamad pue Ur gy UT C T ai States Toa Aog 2011 Note All documents are date stamped You can use your scroll bar to scroll through all documents select what you want and print or save V05082011DH Page 38 Firstfolio Limited FLeaTS User Manual Invoicing and financial The system produces your invoice automatically based on loans that you have moved into the Settled status All information shown in the draft invoice is determined by the information you have entered into the system including loan amounts lender settlement date etc Incorrect entry of any of any information could cause inaccuracies the Draft Invoice
54. c arhi zpclization zpocczd 07 Al DLL MOAN usnm S250 HH Fu liase fer cig 05 24 2211 22 22 mef Mr Alei AP cas dt om S000 occ Purchase u pclizstion 2 X1 2211 25008 Tim clam Tanger dene roam eem Fa hace alie lt p ced raang ppa Jameson SUE xc eral d So Arha ul pcizsn2n z Er ritec H3 227 NH Tri n3 Mary Tree RSS 7060 omo cwm 55r c C archi il sie HC A770 dao rt Mr Dart Locrires ALE OM Soll HE Arthas Hs kr arda Ho Aimon I Tin Tw naar TEE IN gemaan ii Vn ner urchin soc dats a Fre Hn 4777 a 137Hlg Janes Chan con aa Ay lisse Train 2 1 3335223 Purchase Tull spelizstion s Er fibe Ho 227 Fri Ieka Dea Tare EA aa ror Ha hase Sie crt rz fca Dark Lewes fdas eta Arzhsse wsdl E H3 227 aH Tiam Toa am So SRS sor mer Wach Sd gu lian ailla Had ra Fr pps Jom er23 JELLY sos eral oc mu aha ul spclizsha2n kribas Armon lier rated bpus Rr HT Note The 27 column of icons is only visible when you place your curser in the first column This is the m
55. d TIMANCHA oT 39 Clare your COMMISSIONS tie ld pd edu ena i iE 40 ct 40 40 NAC OPS TORE CAS TEE 4 je days e EAS 41 C Tait CXC DONS eoo Oa 41 Creating and maintaining lender accreditations 1 1 1 e eere eee eee eee eene eonun 42 EE ICI 42 Editing and deleting lender accreditations 42 Loan Comparison Software and Product 2 1 1 43 ode en 44 Accessing the loan matching system from current 8 45 Accessing the loan matching system for new prospect 88 45 Quality VOI Ce ot aede ES 46 Pina heappropridie loan na ca 49 Vy Mab SOc 53 PYVOductlediures compar SON s a 53 Provide your Customer WIL 34 AU WGN O
56. dyemam Fark v Seow All Dicam Ue Mola elias yc Luu gt ApplyOntine Documents Wir E Application Record af nire Application Tete Aime zd enzer 1 Bus Hey nera ame no Other tor the applica Sira l foe en Complehed aapiczlian foc electronic hrixsians Checklist Type 5Lpportr g document chaedet cand Blank ehzrt torm Erritar Blar E Shot Ferr V05082011DH Page 71 Firstfolio Limited FLeaTS User Manual EY Mr Henry Parkes arm Harry 1 Teteran day NITE CID D NV 2722 A Fala 72 4552 48171 Click Submit to send to lender n uu pe d Ww 4 E Bo E m 3 HS I FH Submission Checkilel tert 4f dzcumznt wf validzbon posscc af Submit to galawan af Beveipl eveived Sulriss Surg Ale wail fos i lal praspar vr eee wee le view id lalar Altar Tativaby you can view all rezppnzaz M ihe on the Stave nc Tab Exil C ieies V05082011DH Page 72 O Firstfolio Limited FLeaTS User Manual Create a contacts database FLeaTS provides you with database to maintain all your business contacts To set the database up click the icon AN sos B 9 SB O GS EON Urea irene ahmi E ni Em ds a ba k Uu Eb
57. e 5545 1 Awang HE Comm Gen mort ira and chara 340 244 meget 1 Peg es o7 tew moros ge T hives Slang Luly v ies Ele Lan Blo vest Tea IT 0 Himal ende semen ss Lapiak LHI s aye STER rnm acing Cans nita te cnmpeme 85 5044 hiz funds reged toT yzu Tatal fka hers is no sabed turds sais Lender 2atnblla nmenr feos 5 220 EET EET frum a appia E BBD 52 W hes Faxe Lerdess Tel S352 UUU L 97795 y 024 2 Ear Bres Auv Laan EA Pe s UU 9 prop Al hin p nn T vo Ee Lann Ta vane Orit Cedi amg E 2 savings w danos leie Bj SAIS 156325 he szimabed sotil func pni Falk Cram Shed Fe soho t urmann MATICAL 4 AM AME a CLL Ic d DIRECT Back Sind s E FS o omnc a Lzcamm 34 oral Lut sedi Telela Eel thewllLz Comments Freak gt BB w Tn nne raa Rex y cred amy Creating 5 leor mengs Htc Sewing 3 Lnescocx F Lesabon 67 cmen __ telale 88 Ene pores nr rated pue d sg H1 Note the highlighted warning showing a funds short
58. e an Transfer of Land 935 00 Lender establishment fees 3 504 Lenders Legal Fee 330 00 Settlement Fee 75 00 Valuation Fee 70 06 Lenders Mortgage Insurance 3 023 00 Other Costs 1 000 Conveyancing costs 1 000 00 Funds to complete 43 773 First Home Buyers grant 14 000 00 First Home Banus 3 000 00 Initial funde required from you 26 Total 316 602 10 316 802 10 Click on the cost vou wish to alter marked in blue Alter Amount to BLES HITS cast 1 Youcan add a new cost by clicking button 2 Costs can be deleted by clicking on the item to be deleted and then clicking the button V05082011DH Page 56 O Firstfolio Limited FLeaTS User Manual Emailing the quotation and other information to your client icon to open the email template Vi Phil 0362625 Fop ishe con Horns found ow M E Comments Ah Pamala Prince uic and ro ezliur Arma irra shma we an ahmscsd gm cong obl nan de sno bn macies eer 38 rosas an erm eee ore ml weer an ab amen n hanas SFR xeta cad mcr qa c Fecal af etuczp3 i244 123 Tab nd acanar WL Re lt 11 Ind 7 Ea FEE 551 See lale ard me I I III y feud gal Mr Phil Apparat 16 Hormony Riad 7213 73 53 2345 amp 8 F 02 5331 EF 11575 042512 455 9
59. ect bo d srrs mAh com au itu ranqe oli le ate PM Das Le cereale 7 Leads othe 1 Ful Pale 150 252217 updz and us aya Weel ae SUT sik y teacher Doe RI AA Once logged on a dialog box will be displayed showing a history of the most recent Exchanges Additionally this dialog box will provide an alert if any Comparison Rate Schedules have been updated Click the Close button to exit the Dialog box V05082011DH Page 6 O Firstfolio Limited FLeaTS User Manual Creating a new client m T DNE coins LC EN Trina Tre Fal nuca LL ome auram Hose iE Lo stizn vale line ul ke a Pores ks EE a Provider Loar ype elec loan uae ont mut 3 Han modus ovewngdinrt Beier Hg irang Fagen brec iter Sel Lira Ss 3 RRN 9 Hs Qc Laas kad simply enter the information as the fields then click Create New Lead and then Exchange You can then start working on the new lead Tip 1 You can also create a new lead from a Lead Prospect This will be dealt with under the section for Calculators and Loan Matching Tip 2 Selecting Referred Associate or Direct Writer under Lead
60. er enquiries can be referred to compliance firstfolio com au Steve Marcolin Manager Compliance amp Risk V05082011DH Page 78 O Firstfolio Limited
61. erts that there may be an issue that you need to check They are not necessarily errors and the submission can still proceed We recommend checking the data in these fields prior to submitting to the lender When all missing information is completed and you ve cleared the red X s print your lender documentation ID forms checklists online application pack etc To do this simply click on Print Click Submit Your loan application will be submitted to the lender and you will receive messages back confirming receipt You will also be able to see these in FLeaTS in client history Status updates by lenders will also be automatically sent to FLeaTS and you will receive SMS and email notifications If you would rather only receive one type of notification please email Broker Support at broker support firstfolio com au and they will make the necessary changes for you V05082011DH Page 64 Firstfolio Limited FLeaTS User Manual Note You can save and exit the ApplyOnline application at any time You can also access it again from any computer that has FLeaTS installed Accessing partially completed and previously submitted applications Once the ApplyOnline application has been opened FLeaTS moves it to the Submissions List You can open these applications either directly from the Submissions List or by highlighting the lead concerned and click Submit Resubmitting applications to a new lender This is done by cloning the original submissio
62. fall This will be shown if the amount entered in the Funds Available field are less than the calculated funds required Find the appropriate loan Click the ifprward j button From the following page you can select the features that you and your client consider the most appropriate for their circumstances V05082011DH Page 49 O Firstfolio Limited FLeaTS User Manual Dckurr Ec Pre D List Lead Prospect null G3 pzlicant lean proforcness IN Oar 750 for Occupied Basic zhowve cer Or Al Lenders ee hows Landes n category 000 E Shay show boot matched a oduct for Lenders 006 eta dard var able loan reels eHnnevrmnr m Inarr TATI Liia 01 traci seg riod Pease select Rivers Mu Laus Plu Aya fau ino Fari 0 ongona taze tant Dre best loans fer eech lender based on Deztloan feature netch 1 est cost Heat erst ony A 13355 cfectacccunt rec iced Recraw actity rec vied Mut lint Il E I ran pnrzhl Py Important bes zost based on f Short 5 years Medi mtem loan 710 years C Lu u eri Full erra nari payout par siy impa tant Op illon aci ity Low cururrer laivi recti ed zepLEzlI eed Lil rece ed
63. how riur acne enara Fut Sou wir rale nelk Ang ot Tip Expand the Warning column to view the entire warning Do this by placing your cursor on the column divider circled above and dragging it to the right You can expand any column in this way 1 Click the _ Sect All button or click on individual loans you wish to rank 2 Click the Forward button Any displayed product can be excluded by highlighting it and clicking the Exclude product button This will cause the system to do a new lender match without the excluded product V05082011DH Page 51 Firstfolio Limited FLeaTS User Manual eT E We Phil amp 2assmith 50362E4 hum Fura fuera Eom ALC Cu ruris r1 f Casi Compans foe F Praection at year 3C Rob b o 4d H Loz zerin T ie i rx Apre dee Payen ls ciple bees ang mbes propc acne hran mo an mime an re ab ihr cari roh merie grr 7 ho nnm j cn kl hrani sme 77 yonr d roc ni vem a7 li hag FE werk E Er 2 er F xd INC DIRECT EJAT BEI F x Us BankWest Parc wi dul zu ui Exil E ET ij Jion T2202 1 These loans are ranked by total cost principal interest and fees p
64. i ETDS Updater end Lae D ng 1 Please ensure that you review the email you receive prior to activating the campaign When satisfied that the email is correct click the Next button V05082011DH Page 31 Firstfolio Limited FLeaTS User Manual E RUDI E AGE j s eme The doma lef peur kg Met Antn reneratinn Parameters ou cen acto a camper 20 of your ends bezec oo cE rer source poco zz toa em As masa ead hits facut salej ehe i i GU el d en a dele atest Select aubo generaton on Customer Sources trer C nimiae Customer Sources Customer Sources a a Select auto generaton on Lead Product Types Tez Emel Lead Product Types Home Loan Auta Lend i Select auto generation on Funders Funders Funders The campaign will only be attached to a lead after i amp moved to a campaign applicable lead state and is then exchanged 9 IF you wath add your campaign to leads that ane already in campaign appicable state then you j ether do the manually from the edit lead screen or via the reports faciity Text Fail 1 amp Sharir Oen CA A 2011 Click Next ij Rents Activate Your Campaign Caan
65. ich can be met through FLeaTS facilities V05082011DH Page 60 O Firstfolio Limited FLeaTS User Manual Accessing Forms 5 E arsau LN HEEE Lowi rary FEN E Figs T eg senh rn pm ELLER Leak oe IERTE m Mr POETE Pua oi tale All leads leats Lead Appacsnt imme Lral Ano Lass Sheu 25 leads In cache eR a br u pplezitt SILLA 54 SAJ CEU damer s2phzaat D et Horne as 4 in Fr hka Fk ay Cui METE ery qar ENT i EEGEN Jg qaid 3 Fay 77771 RFA rasl OP n mi Mr mre Cooper su SEL Clu Portis Fre spogcmzca sant Fai lj Ered ded bey aema E a nek FOCS Br dyed Hers Tos AST Sina cen Puree sh nte 25 M Oe DEL Bion peint 1 m Er r r dary we apelcsbor asoreved Checisetdenevt _ 14 11 JJ Loar Mr SECA AICTE Dorn meris nalor eramen 27 1 nak fila Pr can burr SUL eth 19 Pul ule appeal till LAME cte Cus 5331772 220 000 Acetone 23 Jun IC L CCAM Fr Juba Bb ug
66. ine up correctly Note 1 You will need to allocate a Lead State Column AG for each record These are entered as a numeric field FLeaTS support firstfolio com au can assist with this information 2 Ensure you use the correct lender codes where appropriate for column X Finally save and close the file HT uere Orson G 5 1 Lord Le PTS diners ALE Upload Leads pa 2 Showed Gel Tanase By E Landa Codec Wpicac Lead etai lisar traed O A V05082011DH Page 26 O Firstfolio Limited FLeaTS User Manual Reports The reports functionality allows brokers to run various pre set reports on their business Additional reports will be added based on requests from brokers and demand i TEI m 4 gt EFE Fe B Bub alld Laide By Lala 00 Puy 257 7 Email campaigning FLeaTS enables brokers and brokerages to establish both ad hoc and routine set and forget email campaigns to their client databases Campaigns can be established using triggers such as anniversary dates fixed rate expiry dates etc This means that when a trigger occurs an email will be automatically sent to the client The system contains a number of pre set email templates that can be used as 15 or modified to suit your own requirements Additionally you can create your own emails Regardless of whether you use the templa
67. k the icon from the Commissions sub menu to show and print your Final RCTI This will reflect the amount you have been paid V05082011DH Page 40 O Firstfolio Limited FLeaTS User Manual Income forecast You can forecast your income for future commission periods based on information you have entered into the system Click the icon from the Commissions sub menu and then select the period you wish to forecast Past invoices Past RCTIs are available by clicking the aes icon in the Commissions sub menu Select the appropriate financial year and month to view and print the RCTI Claiming exceptions Click on the MEI button in the Commissions sub menu to view the Commission Exceptions screen Settled loans will only appear here if they have been entered into FLeaTS incorrectly or have not been entered at all Commission Claims Pret Sea ter qupd ace AX Lor deos Al Hayek pes 2e ced Ll ndky 1n 1 eh 2mezcsns l Fin re cane ang nd HUSHI HILE Fenr Tinchy Fase Tin ih Jeder Focozs Ireciey John Sha ougat orcad Lorber i Las EZ 175 51 cn tuam _ des inni Marilla Thi Taz DE un atl By entering your originator name and ticking the Find by originator FLe
68. lease move all settled loans into this state as soon as you have confirmed that settlement has occurred Also please ensure that you have the loan amount entered correctly as these activities will help to ensure that commissions are paid correctly and on time 13 Lead dead Self explanatory leads to be made Dead must be moved to Inactive Lead Candidate for RM action approval Create a custom view Creating a custom view allows you to select the information you like to see It may be that you prefer to group one or more lead statuses into one view or you might prefer to change the information you see in the client list Change view settings To create your custom view click on the Change view settings button V05082011DH Page 15 O Firstfolio Limited FLeaTS User Manual Lead list view Lead List view ley Mame current Change the view name to create a neu wier v Set az default views Fleats Classic View Dark Line Color Light Line Color This views iz for lead states view applies to all lead statez Appointment made Awaiting Customer Decision Awaiting documents Contact made AddRemove lead states view leads of product type product types Viewable Fields Lead Update Status Applicant name borrower Lead s tracking id Addiremove fields Order By Next action date Ascending This button enables you to select the lead statuse
69. leulan Ec M Prayaerl y 1 Frocerty 2 Fawl 3 Tatal aliu E agger ed We FLezT amp sh Fam doc abi Page 62 FLeaTS User Manual fua Save 5 Far patties cd Save 2314 Sne Tur OF Sa EI Firstfolio Limited FLeaTS User Manual o 22232641 Al beers Dyerwris exmmng veurs s A ai Fars data Transactije Detalle Transzartinn Metalls p 153r kumesa Frecert keier Los kcabon c Lat Perry ani Erni furchsse Costs Total Requined tor Property Dlia apes Purchaser Refinance Lonsoeledation eze ebe Lcans mercy Avm sole an 1 d Property 2 i 4 Tem 70 moneo 0 7 1 as Perabo art MEE Figel 3 1 Ance arp uos cute i Loar sfress Cond Monts ober Note The process for completing all forms is the same Electronic Lodgement FLeaTS NextGen ApplyOnline Basic Instructions From Monday 19 November 2012 lender submissions via FLeaTS will be undertaken directly from the newly created Client Needs Review and Preliminary Assessment CNR This means that in almost all cases each piece of information onl
70. n and nominating a new lender 1 Openthe original submission from the Submissions List 2 Onthe top menu of ApplyOnline click on More and then Clone 3 Complete the dialogue box that displays as to reason for cloning general comments and new lender 4 Dueto different lender requirements some fields will no longer be valid and will need to be amended 5 Once validated click on Submit to lodge the application V05082011DH Page 65 O Firstfolio Limited FLeaTS User Manual Completing an application using FLeaTS ApplyOnline Pictorial Instructions For the purposes of these instructions please assume that the client has already been set up in FLeaTS FIrsrFOLIO Prep saan Exchire Ln Lead Let shrin let Lanier NENAS aw SEARCH a o Lead Stats All Leacs 37 beads in vache Po Leas Becker Aplicar Lea Leow Elale 2 B Treating eis Dem Gary Coupe EDED 530 070 Surches docume le EZ exin 1 x i E Past se emnt cate 14 dz H hl h h l d h t t e prm ighlight the lead you wish to create a Lj Had fied zs Mlin 4 f li k S b ranm submission for and click Submit Fi ztfolz fed m Note You can also go to lead forms and create me 3g Tranny
71. n9 problemi eo Ere eU IIo ened DO uo eda iin en Ea odd Ev UE To Ra dde 75 CHANGES uei H T 76 National Credit Code Responsible Lending 2 77 V05082011DH Page 2 Firstfolio Limited FLeaTS User Manual FLeaTS FLeaTS consists of several components including Client Relationship Management CRM Commission management and financial forecasting Sales and lead management and tracking Loan matching and comparison software NCCP and other forms Electronic Lodgement a This manual is designed to provide you with an overview of the workings of the software and a guide as to how to get the best out of it FLeaTS if used to its maximum will provide you with tools that will help you to improve your business Installing FLeaTS Once you have been provided with your user ID and password you can install FLeaTS onto your computer There is no limit to the number of computers you can install the system on however if using multiple computers you will need to ensure that you Exchange your data both before leaving one computer and again before starting work on another You can install the system from the following website http www echoice com au fleats Full instructions for the installation are contained on the web page V05082011DH Page 3 Firstfolio Limited FLeaTS User Manual
72. nder information BloomSEARCH BloomSEARCH 1s a search engine within FLeaTS that provides the ability to search and download all lender documents calculators policy updates and loan information All lender changes are uploaded to BloomSEARCH within 24 hours of notification most with 4 hours In addition to new updates received all historical information 1s retained and remains available to view save or print Broker To access BloomSEARCH click the icon from within FLeaTS a Hews pu qiio mess EE Moll RE sz cobloom xn nice snmmo cr toms gt 1 iables ates 157 lendera anie zs l s Fal Tips 1 Do not make your search too narrow e g 52 Hectares Just hectares will give better results as it is unlikely that any lender policy refers directly to 52 hectares 2 Searching on say ANZ will give results on all matters relating to ANZ whereas discharge ANZ will provide results relating to ANZ discharge policy procedures forms etc V05082011DH Page 37 Firstfolio Limited Example of a search on ANZ E JFISTFOLIO Lxt MFITSTFOLIO E FLeaTS User Manual EY gm LIES eects AUS oobloom conne tane Jaka Enngarcz TH 812 Roe Lywales Fite pet on te Ever
73. o Lanz m Contacts sere Assoc Zempanw Fuse Address accress 2 Sow EET Jace Western Uron ors Wii a ILEAN MY CHR n Les Abert Jer ran Referer XYZ Fte Ld OTe m au aar piv 177 417732227 rhn ynhns a c dwew ama o o tauma Uca iEncE T Sii ow 02 2717 7 By Cuna coy JL Conny SUERTE rage srr Bruna Mah Lin Address Sus rh Tea Smin Taio TAN Ait Sube Tus z Su 2011 Hm r G d a E M H BREMER ERR ERN V05082011DH Page 73 O Firstfolio Limited FLeaTS User Manual Backing up your records Whilst most data 15 replicated on the server and therefore backed up daily there are some system generated files that reside on your own computer To ensure that you do not lose these in the event of loss or damage to your computer you should undertake a regular back up routine The FLeaTS system will remind you of this at various log on intervals by presenting the following screen d leals Backup manae xf Backup Reminde
74. o icon as shown below When accessing via a client s record you will be taken directly to the details screen as shown below Mr Phil Apolesmith 5362 5 Zugulele from For He forms i nd GRRE sur e rm Apolicant oo p m m EB Click here te open Tor edit 5 Dusen Reqa e Eo Somiy Papat Inti rrp lian Propert Har hE rat Ard bonding Dur nant 3 5 A c occ 300 E215 000 F J 5050 amp Lz al m Loses _ Ej nan Appl cant Har dnce Ongoing Fi anal statue Sakis 211 KAA SA Overtime XT Frranna lanna 1 Zen Rating Sur Horred Poor D EE cui 140 Pra z zr MWalzenancz savings penc 5 K D penic 7x 1 Hue T Tabs luc f Duy ng Aea t ands amp vaiablz 380 000 feHFmphy rnc Farm E Hon asec Inc zu Dal Fwanl n mcr at Hanc Aga I Family gg giancs E user armes n Credi card Ea Time rarr fnt widmet kanran no Cd Seppur Troe peer ul Conpany iu Raal Slalu Gross Galery gi Eher z Dri Warren Pas ral 2 Hence Income 57 Awan Des zi Sando 35 perk Hew Rental Oller lnc imis dear apis nn Ferm Pension 2 Inr Exxli dcum ud Hue Aya
75. of FLeaTS also contains all your settled loans V05082011DH Page 24 O Firstfolio Limited FLeaTS User Manual CRM Importing your client database into FLeaTS If you have an existing client database that can be exported or converted to an Excel CSV file this can be imported into FLeaTS In doing this you need to be careful not to duplicate any records already in the FLeaTS system If you have settled files for which you are already being paid commissions via FLeaTS you should not import these Pleats Stals Hab ALTO ext Achan Liste 0 Portis Aaa dccomerts Las J3 Li Pr Cal FRY CK 4 FiraTs mie hn iuh aM TL Y t rei Ed Tum E 1 Upload Leads pa E Gel Tanal uka Landa Cadie N 7X Wpicac Lead trate CRA You may have more than one broker ID to accommodate more than one business type You should allocate the correct ID to each lead you are uploading to ensure correct commission payment structures etc The download template When you click on Get Template you ll be asked to name and save the file You should ensure that you save it into a location that you can easily recall The template is a simple spreadsheet with columns
76. one When logging on at a clients home it is preferable to also enter that customer s lead number and click onl By doing this you avoid displaying your entire client listing The only customer displayed will be the one you have selected gt a lll RR SEEN Tct HE erstrouc M ri pa GC AES T AS DTI anch 1 Eum Firm search if See Bat Her cale Coi ek 10 Ui 15704 A Mow 231 07 1444as 2216 OF 4 __ AxE Adgq z0 3 331 1 mer 15a 2 17 OS LE nnb usc exc angu uzzb ce CORSI tip m lect dc eet L Ce AM 7 JH Br ul raed ra casi dal 71 Leads crested oP ine 2 red asdby Adm eco erated are TA Ma X1 DIOE AU Laris othe 1 20 11 39 ead ira exz ange ore ice O PA in Hex on UI P HM liasta aas aliado Pm 7 aT MRF Leads updeszed U apes E E SEI sesa CANAM CE Jd 3E LL CEIA wads Awaiting Cabre Andhe coni nita Aad dra exccanqe aru Toe Lets M im 2 lt Leedi updzz2d othe 0 4 15 11 2024 CoC Fea slices posue Falap spprzvec Sean ae NUT AED Wee Wong Hr Pele Zndrznizos Soe ox p
77. ov arian Been AISA 7703 TAE 13 FA FAH 11 ER 122 1 Fleart feared Een cirmantas Document name File dle Led Hever upd aa reler e Fu ag 11 0 Wr cers aan Fu 539 1 trangen c eied HU moni a EE EE EE Ram e Upload Tax returns E 2 Ta Pasaira Tp Aag 071 Document For Applicant Document T Sie acces Tay Aag 5051 tile weh PFA Aopiesmith rka h Tur 2 ag 2 11 Selecta nen to upload Mili i Syed Fum Fup rag ALL lie arta 0 Syed Pinar cad Bi os FL Aag 44 J Garvan Herd cm F 1 1 Feb mmm mmm ull Lott a Tur SBT select E Lase and mem Stored documents can be viewed or printed by double clicking on document from the list and then clicking on the View Document button below The document can also be saved to your computer by clicking on the Export Document button 4 Upload Signed Loan Application Form The fe is Sergiy signed oanApobcacoar pnm Pre fle wit Sect a new fle to upioad File V05082011DH Page 36 Firstfolio Limited FLeaTS User Manual Searching for policy forms and le
78. plcaliun ID 45 5061 154 e slp 2 783 Hemp Parkes 5295 000 Clarinda Parse es 105 Handa Mizel PARKES 2371 ALI Damwwer 2 Mim Charada Parkes oF 4 Delete Applicant lype Azpicant meram Applicant ac Ce App zat ff actirg an behalf z trust Ag Applicant E E Click tab after entering oe r T Name Clarads Ay data to validate page Cuetcmar cf Lender Hama Ay It Bow lang months Mame Paksa Aj Employee of Lancer jenen Mm j Manila Stata amed of Erin 18 19 0 ri Gendar Female Co Anpicari FT l zmmanen Austabar cam Non Laan Party EwiL Seles cm p 1 Parkes as 1 Way TENTERFIZLE 2272 Aue Tala 02 4562 252 2 41 En Td l t L sy lt leats Applicatiena rz zemi TD Summary gi EET Ghrw Veldatinn For e tah only Por Ted Prin ppllza lon ID Fleate 841154 Wasipa 3235 00 Key Securilles 105 Clarinda Street PARKES Croker abr Teor ming Bonewer 2 Mis Chanda Parkes al 7 42 New n Cute be p Summary Tab Applicant Type Anrlicznt Tyre Fersan Or click on Validate to show validation Applicant Tah Anni can Ra Leon Details Tob
79. quipmentWeas ng anc insurance e products Broker Mobile Broker Work Phone If you would like assistance with our range of financial servicesNor even if you simply wish to check that your current bank E aed e free to call me on the number belcw or drop me an email Lead Details _ _ ead Loan App Mame laokforward to once again assisting you to achieve your financial goa and af course would welcome the oppor ead Loan Amount relatives or workma es in any of my services ead Product Type pa king fd Le Kind Regards Bank gy Date ead Finance Due Date ead Fixed Rate Expiry Date Made Dead Date sad Pre App Expiry Date ead Receved Date ead Submitted Date ead Sette Date Te Et i Company 1 Name Ead Company Address ad Company Address line 1 ead Company Address Suburb ead Company Address Postcode ead Company Address Siete Eroker Ful HMamoe Broker Moabile Broker Ermail Se Cony Field V05082011DH Page 30 Firstfolio Limited Apply Changes Select Cancel FLeaTS User Manual At this stage it 1s extremely important that you test your campaign ensuring that the final product 15 exactly as you intend it to be and that there are no errors in the data being picked up or in the text of the message Testing 1s done by selecting a live customer from your database and sending the email to yourself as if to
80. r Plomer ensurp you have backed up vour cribcal data PC or Laqi op is los or token or hbacuorripc irc Feen qeu 0 2 vita tenes dala up uan Bast i Ge ad Fleas ie concerned you need 10 backup a fobdes calad JERI j This folder caniaii fie f23cwang 5 Tour dean enia temglalez 2 Images x achod by emails sent fam EM als 1 Piscis Suen sr nig 4 unsaved comimepnis Wie DO NOT bark Fis information up cn our aare fou show aso backup pilhar used documents and your narznnal data ve recommend that pou wee your PCA CD burner The files that require backing up are listed on the reminder Of course it would be prudent to take the opportunity to also back up your other data at the same time Instructions for backing up obtained clicking the Instructions for creating a backup button Clicking on the i i button will close the reminder window however no back up will have been performed V05082011DH Page 74 Firstfolio Limited FLeaTS User Manual Reporting a problem If you think that the software 15 returning incorrect information you should report this Report via the Bug 38 button This will generate an email to the Calculator Administrator These reports will be investigated as a priority and results of the investigation reported back to you V05082011DH Page 75 O Firstfolio Limited
81. r Manual Creating your own email style You can create your own email style including headers footers advertising images and logs image based signatures etc You create your own look and feel you need to be in the normal email screen 1 5 Y FITSTFOLUIO Mr Alan 25 TEA Shesl PRESSE 1000 212 5555 555510 00 0223 Th 0073 000 2223060915 alana dour anzi Dod Shun did Ine real avian Jabs vo Meg uud wd d Suget ure kart Applicata e 6013356 2 sen copy co me Juss seet fies rro Ta E E Canlael Feel calm Fara ab AFF quy oo select Us Ble dp eh EE FERE di caeli hab f don oni oM Ne 1 anal lac m MA Shaved Fi 02 buy 2777 Ge Fava ecce d Tengale BET 1 aa La zele ern Tamas Eziz Your Cral Templete z a tomolabe haa act actup for tis alias Training Ueer Braker 20071 Traning Preview Training User Tesi Train ng User Broker 10211023 ang Creabe Tean ilie Now follow the instructions in the CRM section entitled Establishing your own email style V05082011DH
82. r all loans you wish to provide a quote for The cross will turn into a green tick Alternatively click the button to provide a quote for all displayed lender products Click the F rward button V05082011DH Page 54 O Firstfolio Limited Quote page i Mr apple 5336262 w FLeaTS User Manual Faris dome be ME ound Note For best results print the quote to pdf prior to printing or emailing this by clicking on the V05082011DH m Bl m f d dul Cuesta Sask SA ula k E SIBE Dibe Tos obo FM id Lender ard Product Lele berminaton 1 ee Ihe Mal Hau ance clu s prostis vu eas zl sel Elus so uds ble ulus howe cr ellie d ege z cole aurea sore eng Tour hus TI e cric Hab Te ent bats n 352 422 710 han nl inches a rra 249 77 hanne mu propere ars anik riim cand sit fe reper nacre f n s r7 chet ntymur puba v BF kan Do vun CoL Su ITE Pinas Thi nhs haa uca ear alis pepe ina rz cai al neue ul aes Vete eua cur a rz che je by he Le der The Mua product fess ars pendra Lenezr review Fucches Fropery alus MIS
83. r iay SS sd SILL OLE Arts Sp Us LEX 1 b AA Ihr Gary Comer EEN nud rr zppieatier Cab avi rznt Shey DK CAM E emer M dand Par les rE SILL HE Alan 6012266 W350 occ aur thas Sul zpclization lerak 22 MET I0 020 1540 gg I Paler Jua iC allg HE Fu lase fey aig Jauna s s IMa 03 C0AR i Zim Derd TLI jersey 250 a EE Purchase spplizston zc Er Tibe Ced HE Cah iiam ia Peha ASIA Sar ner LIED mara 75 W11 CP 0C A4 irafo Mr Linc SUG LS SILL panier mecs H kr X11 C 1 FF g Rabo TET ince 711 pE E HE asaber msama Odi C anant Yi Yr X We lea Bea selena Jale nesbzcten date i ells 2 Jape eel rales Clue Ea ss us yg Fre a22ic23201 2ppocsed Fulzppkuten zJ2m Fil zppicaten pprzeer Selka Lowa Adan wads bere com Surchase damai asdbcant Wor SILL 22 JA E ich Burca 52215 jzwcream ecal cot an L300 Oc
84. r work to your own computer plus the main server At the same time your system will be updated with any changes on the server Creating a split lead Click on the icon as per item 7 above and enter the required information regarding the loan split You will not need to re enter customer information Remember to adjust your loan amounts so all splits add up to the total loan Editing Client contact details Open the client record from the Client List and click the icon This will take you to the Edit screen V05082011DH Page 10 O Firstfolio Limited FLeaTS User Manual Aj Aents E mM E NN NT C FirerFoLID i EJ er 3 7 E E e GE E 1 id SEE L E K aha Land Lot 5 dem 1 oun FEE E ere comis a dina enn h hone 121 c 059559050200 MIMIHE E 1311 Maa fanion canam Ful Bus mem pa Bese EHI a Terria o CX erae campos eddarolFereppizart Tahar ilz Teed Sauces sebo Cowan PostSettlem Jave Uode Ext sing Salad 5 Se 2011 Note Some fields may be greyed out meaning that you cannot edit them via this process Changes of this nature need to be made by an administrator Contact your relevant support officer for assistance in these matters Adding additional contacts to a client s record
85. ral rant 18 Fu ee LEAVE rz DFii 5 SLES Gene na alla Fesla ape Cal ahiak Fa 0 11 creep Cab apank 15 OE OT dA Pied am Ado MB erae uon Mr dead ste tert dualapskmcencgoncted 0 Frei Kr alan Aera WR bez mr werka F appre TMar LESE IER dun Ej irem mete akin UY 1 SUE abere elect documenta E USA EF im Fer TARE pemol cm cn unrbesr il zpokezcen im ted Cher apprwel TA IE HO AH al Ej dus Hr ete Cub EE pc s arsi E erin Mr inca Sing gt nan an ies ah pad Erri appia MII D rH Ej rts Lyc a uj Confirmation required SO asbcmerLezmoo cal sopizent eur m Aponia mace i Fr ren kr i Cal anprent Wino ECA vedo i Ej Miro Le You base selected mult ale amp sdz Do you sect send emal to each c these Sapati sive saan Tang Mr u App een A FrE s22 cate appr e Lulappecster scE rtec He d b Bi rztfcaa Mr A piri aol M Na 077 5 Shan Tanais gie a17 p
86. rar a Ho iced Lh dd rrr Teen fim s Ex Eel Hes ay Leeder B oues FFI pos the He 52323 Tarea Threes SCS a medii sten nr ithaca Fleri a am cen hal kri Mr lr LUTTE LA Eertrup com su SLU KL aches ov lence Ha Az123 id Tak 12 a 4127430 Dr era cam ar rm deal kra 121 Jenez pers EJ5311 E sim shed Ha 22127 Pan a Tau Bai Seo TAF aam armi deal Ha Me kra ae Lrztfcia Mr Jere Jones LEH cen sot cm S00 ULL gyrase ov erea Ha Az123 rye 2 al STARS hinallan Sel ed one 2E E lid Tanig AXreader 572i 505380 com 220 000 Porches Fal epadcszcn sa2m ted Azion x 2 HD eal Fl dps Janes 2535205 emadd2Aegnd wena Occ EIDEM sgan led Ha Bp au NODE Mae we Ested Tur 02 ug Z3 Click Yes to the Dialog box shown You can then follow the steps outlined for sending a single email Note Each recipient will only see their own email address No information about other recipients is sent V05082011DH Page 18 Firstfolio Limited FLeaTS Use
87. rkmates in any of my L Save Updates and Feit Started Tue 02 2011 x nua st slow that will appear in your email generic contents to your message the applicant s name Source B U s x Style Hi First Congatulations the fixed rate per od for your loan will expire in about six weess This means that you will shortly receive a letter from Lead Lender Nae lhe various apliuris ral ley ufer fur lhe rermiairirg period of your lvan These will include te ANA i ur al rates allowing the loan to reve the current variable rate or possibly restructuring the loan ET Constant nue to ds and pi ppicant Address may nnd hj Appicant First Name it Full Titieless The expiry ofa fixed rate presents pWfect opportunity to reassess you years Whilstit was the loan that mast sted your needs when I assist ta take this opportunity to remind you yi remain available to assi Generic Fields ree review of current loan to ensure remzins as competi urrent loan facilitie Assistance arranging ar increase in yo that well deserved Foliday e Arranging loans forthe purchase af investment Naperties using 52 rent propan iar NN wid range of personal loan car and e
88. s hoe Ce Qugest 2011 empor co ge dita boris d Exi 2 Editing and deleting lender accreditations Follow the same procedure as above after highlighting the lender you wish to edit or delete and then clicking the appropriate button V05082011DH Page 42 O Firstfolio Limited FLeaTS User Manual Loan Comparison Software and Product Information N 3 M E Gar Reaper DO TED 2 akla Fon gt num E EC Tals pencer Calrulators o awk p Famord 4 3 7 Samy Cask Suede F bas alien ceder ELATICHPHIAL A EXE ALI SER TY iwGsruskcr HSS ANZ Westpac dh gy BankWest i Fieve rivi y Cape Ca Pastis swing gt Tint it arm aram Riner Parii ang Tapani i ly Cap Parmi 824 000 87 56 000 9756 000 753 540 5744 000 27317 0832 736 000 725 25 3718 5 EET Sing Fara Siini E amlari Wa Freel pline oan x Fran oa can Be Ban Wee BLOTS Gy dore age Pe FLL qp doute eco TEA IC dy gum me oo 9 0 00 9 9 6 B nnn T val Tenue Bar L n Tn veu REE T sal Et Tn niir Iran
89. s means that vou wall shortly a botor cad Leader mz wil dim iM ez your loan Thes will inchede rc 3cag your loea at the 2uercat rates allowing the loan Eo zcvcrt te Er olay pose poste Los n Eycu would cssistan c wih om range cz services ez even it you lbe mumbles belo shop om eusal Tari el Poppy His V05082011DH Page 28 O Firstfolio Limited FLeaTS User Manual 1 laari rat Fr Campaign Setiap Uhooes Wien ou V sot bo Sead cu Sere Raz Espi y Dee zone Fard aab Fon Tre le Tare Fm m rar addes za Snert Fre D Enn pon B er Ther marker Aur orb c sand campccn mca wir gag of cach DEL anes pax bo TE awor zuyE Sone tes un Establishing your own email style Here you can select a style for your emails for each campaign Pre formatted styles range from basic email appearance No Style through to a range of header and footer positions Once you select your preferred style below you can then replace the headers footers and signatures with your own E B Bebe AO m af Totangs E Dia
90. s that will be shown in this view You need to give the view a name and then you can save the view This button enables you to select the information that you see in the client list All leads When you have created your preferred views they can be selected by clicking on the appropriate button Submissions These are located at the bottom left of the Client List MRE IPreApp approved Current V05082011DH Page 16 Firstfolio Limited FLeaTS User Manual sending an email from FLeaTS FLeaTS has the ability to send emails either to individual clients or to a group of clients The advantage of emailing from FLeaTS 1s that all your outbound emails are recorded in the client history Note FLeaTS cannot receive emails Replies to your FLeaTS emails will go to your normal email address and can the copied and pasted into FLeaTS Sending an email to a single client You can highlight the client in the client list or open the client record and then click Sed the icon Adani Ss 13mr zer SWI 137 LAS U411 711 erage T Jone Mason Referer at ADC pty o 7 by apy r pads fabl AM zumal Fars ada c Tengi ERR Delete the kl hart A Joon Sind Toe 02 ug 27 1 You do not need to type the salutation as this 15 already set up in the client record In the example above the salutation is Hi Allan This can be o
91. te emails or create your own you can also create your own look and feel by adding your own email header logos and personalised email signature Creating a campaign with existing templates Click the Campaigns icon to access campaign set up V05082011DH Page 27 O Firstfolio Limited FLeaTS User Manual BIZ Is I 7 prn lamdi Patri mure Bala Manag Your Campalqnas Hame THa3cr Reladwz Freem Campaign Typc est acer AI laz Gsrersted from Resor Aner amy Fia pri rra Frik rHtiemert andusa Tin Fj Crea Fowl D mi ral luli drag eaim Fm lead Slale Fe Pop d uz js alle Email Fraps prce Losses L7al Lead tate re iopl zeb2n Agoreved carr she ms tetlenert anes eR domos Sethe Tus z Soy 2011 Ah Tues Tz NN rt Your Campakjn Gal Campa Cony e sting Compan sme LATEK as Lo E Start Your sem 2688 remp Jaws tc Te apr date of Seed ree kare prae Ces uc Er cil Tats in about wecks Thi
92. the customer Tesi Yir am Th al EL EL ArT r led ver sb co tess vat Fila li aya Sarh eA gt adam adam 5021207 E sendtes amed spez z evs addes APfordabdity Alan ERTSBAME 5013965 Lrscomse Test tour arpa Aden BRISBANE 50 10350 Test Andronico Peter VALICLUSE nd miis Mary VALKCLUSE 3015087 Maly phi Hi Phil ACA 5017113 Sms Phil AVOCA 5036764 Lydia WEST LALINCESTON 5114079 Band Jm SYDNEY 5017628 Castle Caste 5033165 her 5035850 Ciub Parler ADELAIDE 5032273 LxtW dac Seong Gave Updates a nd D 03 237 1 Pe nar 1 poem UTE m DH TEEI Tali armier poem ri cael i oe SEES i HTC I peal Ir Prarie ilam pest Compoin ITE carcer eme sccrezz ih tie esck detsk Samy Tekr yoo wich aici Seir SHH Haud ARG AAP ASA Sere best es spedfic emel sderzs Debree Cral Taik Ya r Camper p ond 1 lins llis asian T n Happy erp y RS rom nif normas ien Freh f
93. ther Offers Sales close Campai gn Pramotion Lead source Demo A User Specific Source Demo User Comments Pre Ready Looking at purchasing an investment property Will need to the full purchase price plus costs Happy to use existing property as security Existing held with ANZ Best contact time between 3 on the mobile V05082011DH Page 13 Firstfolio Limited FLeaTS User Manual Lead statuses Lead Stats A The various lead statuses built into FLeaTS help 102 leads in cache you to prioritise your activities and also provide Heeding Attention you with a meaningful overview of your portfolio Leads received 1 past next action date 41 The statistics which are shown at the left side of your client list tell you how many active leads you have in your database how many are overdue for action and a break down summary of the various lead statuses By Lead State See Appendix 1 for a list of lead states and their HEME 4 recommended usage New lead candidate 3 Lead received 1 You are able to sort your client list simply by Contact made 2 clicking on the top of the column you wish to sort Appointment made 1 Awaiting Cusbamer Deci ready yet Customer 28 Awaiting documents Pre application submitted Pre application approved 23 Full application submitted Full application approved Settled by lender Self built lead received Not ready vet Long Te
94. to phone based leads when a sales discussion has taken place greater than 60 days 6 Not ready yet Only applies when a customer will not or cannot proceed for a period awaiting some or all supporting documents For a phone appointment the product and lender has been chosen but we are awaiting receipt of the signed application and supporting documents Leads will remain in this state until the signed application and supporting documentation has been received and submitted to the lender Alternatively the next states would be e Not ready yet customer has delayed or cannot proceed for more than 60 days Awaiting documents A loan application has been completed with the customer but we are Lead dead Customer has decided not to proceed Full details required in FLeaTS Pre application Self explanatory You should move all Pre approvals into this state submitted as soon as they are submitted 9 Pre application Self explanatory You should move all Per approvals into this state approved as soon as they are conditionally approved 10 Full application Self explanatory You should move all full approvals into this state submitted as soon as they are submitted 11 Full application Self explanatory You should move all Full approvals into this state approved as soon as they are unconditionally approved 12 Settled Self explanatory P
95. vertyped if you like Similarly your email signature 1s also pre coded into the email 2 If you have created multiple contacts for this client you can select which contacts to send the email to by clicking the appropriate ones on the left side of the screen 3 When you have finished the email click Save for Exchange The email will not be sent until next time you Exchange your data 4 Attachments can be added to the email by clicking the Add Attachment button and following the directions 5 A copy of the email can be sent to your email Inbox by ticking the box next to the Subject line 6 If you need to exit the email prior to completing it you can save it by clicking save as Draft V05082011DH Page 17 Firstfolio Limited FLeaTS User Manual Sending an email to a group of clients To send an email to multiple clients you highlight the clients in the client list and then click the icon Clients are highlighted by clicking on the first one and then while holding down the Shift key use the down arrow until you have highlighted all the clients to receive the email mmm Ee MUS Ed d 1 ormoc rr E CEEEEEEE E usd F KEN m m Jmm Line tr A Lead a Allees eade ust s cad ze pa w Applicant ni ID 207 1 422 Lead sto owt ee erties Mec aremt arb aagiza
96. y needs to be entered once throughout the whole process of client set up loan comparison NCCP documentation and loan application Please note that this process does not apply to submissions to NFC via FLeaTS which will remain unchanged at this stage There are a small number of mandatory areas that must be completed within the CNR to enable the opening of the ApplyOnline refer to list below The data entered here will automatically populate into ApplyOnline s application form While extra fields are non mandatory and can be completed in the ApplyOnline application we recommend that for faster processing time you complete as much data as possible within the CNR prior to opening ApplyOnline Remember unless you have already completed an NCCP compliant CNR you will need to complete FLeaTS CNR in full and have it signed by your client s V05082011DH Page 63 O Firstfolio Limited FLeaTS User Manual Mandatory Fields Client Names Address details Post Settlement Address Phone numbers at least 1 Employment details Income Assets amp Liabilities Security property details Loans Required Settlement Date if full Program Full Doc Low Doc application Note All the above information will automatically populate ApplyOnline you do not need to re enter Application process summary 10 Create lead within FLeaTS and exchange in the normal manner Highlight lead for which you wish to submit an application Click Submit
97. yday ust do Drochurgs Brocku Brask Gosi 17750 Crad ic nde cartons ars OAT bows Hr ri tales 2 grand haben arr al Prap dcs anb Calculators aMzIcolkp Ger abbas pum deze gno TAAKF Talal Pica ne ai Colak er TU HS TRE A LMI L LPrargurig 2210 Manual Cul Halis Mungeges Prey 254 cy HEES cy Mende Tawh Ilse core Wares C nntactk zz Deakes Shee SES AMZ OIL NENAS Am 1352 AMT can he 3H ty G Vy manen lae TALITTE Eze Day ae LT Puri resa Manuals Morigages Discralianary Pricing itc Matrix Short Form Print Options Llick to sort results by Time ANZ everyday igh value loans limited time Source Banking Who your Onginator Agreement on d from 1 May 21011 to 31 July 2011 tamporary additonal up tont commisseon rate structura is as follows Loans wth LVR lt 75 and loan size gt 350K and 5500K will receme an additional Sbps in addition to esting 5bps ital T bpe and Loans wath TEB and loan size gt and SAM wall receive gm additional 5bps in addition io existing 10 bps total 15bps Accordingly the total maximum upfront commission possible for loans originated by you and written by ANZ duning thes parod with ba 72 5

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