Client Conversation Guides
What type of deal
are you discussing?
Select the deal type to get the right questions to walk through with your client.
🏗️
Construction & Development
New builds, townhouses, units, mixed-use developments
🏢
Commercial Property
Owner-occupied or investment commercial property
🤝
Franchise Business
Existing or new franchise business lending
📈
Trading Business
Business finance for operating companies
🚛
Equipment Finance
Vehicle and equipment purchases
🏦
SMSF Property
Residential or commercial property inside an SMSF
🏥
NDIS Property
NDIS business finance and property
🔑
Mezzanine Finance
Junior debt to top up senior development funding
← Back
Question 1 of 8
0%
Previous
Skip
Next →
✓ Complete
Deal Summary
🖨 Print / Save PDF
Start New
Client Conversation Guides