Contact & business details
Borrower / client identity and enterprise snapshot. Prefill from calls, email or SMS — Ben reviews and verifies.
Privacy: Do not store TFNs, passwords, or ID scans in this file.
Services of interest
What the client is exploring — gauge, not commitment.
No service selected yet — add when known so dashboard tabs stay accurate.
Statement of position — assets & liabilities
Client assets and existing debt. Approximates fine for a first pass.
Land & property
Plant & equipment
Livestock
Other assets
Existing loans
Historical financials
Last three FYs plus forecast (AUD). Prefill from Xero/QuickBooks or PDFs.
| Item | FY — | FY — | FY — | Forecast — |
|---|
Net profit is calculated automatically.
Seasonal notes & anything unusual
Context the numbers miss — usually from calls and emails.
Review & credit check
Internal flags, documents, next actions, billable time and change history.
At a glance
Flags before proposing facilities
Documents checklist
Next actions
Admin / billable work log
Change history
Do not store TFNs, passwords, or ID scans here.
Files
Drag & drop any file here — PDF, Excel/CSV, Word, images, emails (.eml/.msg)… or
Uploads are kept in this browser on this computer only (not sent anywhere).
ID documents and tax returns (TFN) are listed by name only — never previewed, read or stored here. Keep them in OneDrive.