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BrokerOS · 09:41

You have 3 applications ready to submit and 2 clients waiting on documents. Here's the summary:

DL
Daniel Lee
94% confidence

Investment · $860k · CBA

MT
Marcus Thorne
91% confidence

Land + Build · $1.4M · Macquarie

Prepare a scenario comparison for Daniel — CBA vs Macquarie.

BrokerOS · 09:42

Done. Serviceability is strong on both. CBA edges ahead on rate and cashback.

CBA
Recommended
6.14%
$4,000 cashback
Macquarie
6.19%
$3,000 cashback
Westpac
6.24%
$2,000 cashback
Current client

Daniel Lee

DL
Investment · $860k
15 Park Rd, Parramatta
Servicing
Strong
LVR
78%
Open tasks

3 pending

  • Missing FY23 payslip page 2
    Daniel Lee
  • Confirm employer ABN
    Sarah Collins
  • Sign fee disclosure
    Olivia Brown
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