C.17 Compliance - Loan Scenario

June 13, 2018

Broker Tools - Loan Scenario

 

The Loan Scenario Document 

This document can be created within VowNet. It is similar to the Loan Recommendation Document - however only includes the essential information of a proposed loan and includes the following:

  • Proposed Security

  • Recommended Product

  • Funding Worksheet

GREEN TICK - you will need to create or download a Loan Recommendation or Loan Scenario document into VowNet in order to obtain a Green Tick.

 HINT - Remember to add the SALES DOCUMENT Label to these documents

 

 

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