Common questions

Do these templates meet my licensee’s requirements?

They follow common practice, but each licensee, aggregator and lender sets its own requirements. Check each template against theirs and your local responsible lending and privacy rules.

Can I use these templates for finance broking?

Yes, with changes. The file checklist and audit work for most credit products. Add the documents and checks your lenders need for car, equipment or business loans.

Every file ready for audit