Submission Notes Builder

A free tool for Australian finance brokers. Everything you type stays in your browser — nothing is uploaded, stored or sent anywhere.

Deal details

Everything calculates and checks itself as you type.

Checks

Clear these before you send.

Output

Drafts save as a small file you keep with the client folder. Nothing is stored in the browser, so save a draft before you close the tab.

Preview

How to use it. Fill in your details once and this browser will remember them. Work through the deal, clear the checks on the right, then download or copy into Word. The checks reference published lender policy positions and are a prompt to look, not a substitute for verifying current policy at the time you make a recommendation.
Shared by LaiKin Finance. Free to use. No warranty given — you remain responsible for your own submissions and compliance.