C25. Compliance - Creating Documents

June 6, 2018

All Compliance Document can be created with VowNet.


1. Go to Create Documents (either in Deal View or Broker Tools View)

 

2. Select the document

 3. Press Create (if success you we see this message)

 

 

 

 

 

TROUBLESHOOTING

If the document is not available then you haven’t filled in the minimum amount of information in the Deal View section. Make sure you have filled out all the fields.
Check you have added the following fields:

  • Objectives

  • Security & Funding Worksheet

  • Compared Loans & ticked the Preferred Loan

  • Commissions

  • Compliance Fields (mandatory for compliance documents)
    Advice / Conflict of Interest / Not Unsuitable

 

Share on Facebook
Share on Twitter
Please reload

Compliance Topics
Please reload

Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square

Premium Brokers are Accredited Members of Vow Financial Pty Ltd and
the Mortgage & Finance Association of Australia.   Premium Broker Pty Limited ABN 40 105 746 692

© Premium Broker Pty Limited
Australian Credit Licence 392625