Portfolio
Properties and loans for this client.
Planning
Client goals. Information syncs with the client portal.
Notes
Notes sync in real time with the client portal.
All
Portfolio review
Rate update
Annual review
Goal update
Alerts
Alerts visible to this client in their portal.
Documents
Client-facing documents.
All
Loan contract
Annual review
Statement
Insurance
Client Profile
Edit this client's details.
Audit Log
All changes to this client's data. Broker-only.
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. ·
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