LoanFlow CRM
NZ Mortgage & Finance
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Applicant / entityTypePurposeAmountLenderReferralStageLast updated
Applications › — › Requirements
1Requirements
2Personal details
3Employment
4Income & expenses
5Liabilities
6Surplus
7Review
8Deal & settlement
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Applications › — › Requirements
1Requirements
2Business details
3Directors
4Financials
5Review
6Deal & settlement
Activity
—
Assigned to
Notes 0
Changes 0
Docs 0
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Master lender database
Lender nameBDM contactBDM emailProductsActions
Master referral partner database
Partner nameBusinessEmailPhoneDeals sentActions