Q: Can we have a copy of the webinar recording for today? Thank you

A: Yes, video link to this webinar is here.

Q: What happens when you refer deal? Does an email get sent to referral partner?

A: Yes this the case if you are using Access Referrals option.

Q: Is this currently available to Vow brokers?

A: Only for the pilot group. Please discuss further with YBR.

Q: Another question, if my submitted application encounters error and lender didn't receive it and cannot find it even though IT investigates. With lender's advice, I might be better to clone and resubmit with a new reference application. Can I confirm do I need to clone based on old deal on VOW and submit with new application? Or I can directly clone and submit on AOL considering this is systematic error instead of date input error, otherwise clients need to resign compliance document again. Please confirm

A: If application can be cloned in AOL yes, however back channel messages and app statuses will not reflect on the deal in Salestrekker.

Q: Do you need to have labelled the document for it to appear? 

A: Yes in the document preview in application/‘fact find section. No if you are previewing a document in files.

Q: Will ABN have an auto-lookup? where we could get company name?

A: Yes, this is the standard Salestrekker feature.

Q: Is it possible to merge 2 contacts together in case there was a duplicate created?

A: This is planned future functionality. 

Q: Can insurance for principal resident be put in seperate as that is what lenders like

A: Insurance details can be added in the fact find section.

Q: What if you don't own a property yet and you need to add property costs into expenses for the proposed position

A: Use non standard address and add TBA property.

Q: What happens if refer to referral partner is an email with details sent to solicitor etc?

Q: Question for later. With the reduction in categories for living expenses, how will this impact the date flowing through to AOL? will it improve the editing required in AOL?

A: It shouldn’t impact mapping to any lenders that follow Lixi 2 standard.

Q: When would open banking data be available in Sales Trekker?

A: Screen scraping data is available now, CDR will be available in 2025.

Q: How are property expenses calculated? can it be edited?

A: Property expenses are added in assets/security tabs and are automatically added to the expenses. Editing is done in assets/security tabs.

Q: Sorry - Did he say property expenses are auto calculated?

A: Expenses added in assets/security tabs are added and presented in the expense table.

Q: For the funding table can you drive the loan amount from the LVR instead of only the reverse?

A: Yes, just enter LVR and then click Save & Calculate.

Q: Will compliance notes templates have the ability to use merge fields?

A: Possible future functionality.

Q: Would still there be data mismatch in AOL when app is lodged to AOL?

A: Yes, for some lenders especially as they use non standard data. E.g. AMP.

Q: Does the completion of a task that has a subtask auto generate the next task on completion?

A: Not a current functionality.

Q: If a PA sets tasks can the owner of file (broker) see their PA's tasks?

A: If the broker has either of ‘Team Admin’ or ‘Team Member +’ roles, they can see all tasks. Otherwise, if the broker has a ‘Team Member’ role, they need to be assigned to that task to see that task.

Q: Do we have to Post for Commission?

A: In most cases yes if you want to get paid.

Q: What is the use of the various scenarios?

A: It gives broker a very useful solution to present various options to the client, such as different LVRs, different purchase prices or different deal structures (refinance/purchase).

Q: Hi team, can I ask a question regarding application creation on VOW, If I have two applications to submit all for the same client, two different purposes, let's say refinance and purchase. Under such circumstance, do I create two deals or one deal on VOW?

A: Yes in mot instances there will be two applications.