BaseCamp
Drag securities onto loans to explore deal structures. LVR updates in real time. This workspace does not affect your credit memo.
LVR ≤65%
LVR 65–80%
LVR >80%
Application Setup
Configure the core details of this application.
Application Details
Broker Details
Auto-populated from your profile
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Brokerage Sought
Indicate the brokerage you are seeking for this transaction
Upfront Commission
Trail Commission
Entity Library
All entities in this client group. Toggle active/inactive for this specific application. Entities carry their financials across all applications in the group.
💡 Entities are shared across all applications in the this group. Adding an entity here makes it available to every deal.
No entities added yet.
Credit Request
Ticked loans from BaseCamp will appear here. Hit Sync to refresh.
Loan Purpose Narrative
Summarise the request in plain English — this becomes the opening paragraph of the credit memo
Tick loans in BaseCamp then click Sync to populate this page.
Income Analysis
Multi-year P&L for entities, individual income with auto tax and HEM.
Financial Year Settings
These year labels apply to all entities. Set them once here and they flow through consistently.
Debt Register
All existing debt commitments with auto-assessed affordability repayments.
Debt Servicing
Income vs commitments at both affordability and actual rates, plus key credit ratios.
Credit Memo
Complete narrative sections. Untick any section to exclude it from the PDF export.
Commercial Property Investment
CPI assessments are created automatically when you tick "Debt is serviced by a 3rd party commercial tenant?" while adding a loan in Deal Structuring (BaseCamp). You can also add a standalone assessment below.