Client Profile — Sarah WilliamsCOMPLETE
Full Name
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Date of Birth
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Address
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Employment
✓
Annual Income
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ID Verified
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UMI Decision
Total Income
$ 0.00
Total Outgoings
$ 0.00
UMI
$ 0.00
Pass ✓
✓
Full Approval Granted
Application #XX-123879-0987-01 has been approved
$877,840 Loan
4.49% Fixed
30 Year Term
Loan Status
Settled
03/02/2026
Loan Amount
$877,840
ANZ — Fixed
Interest Rate
4.49%
6 month refix
Monthly Repayment
$4,448
Principal & Interest
Refix Date
03/08/26
Alert scheduled
Compliance
✓ Clear
All checks passed
Customer Decision
Sarah Williams
RecommendationTakenAlterationNot TakenReason
Life Cover
Trauma Cover
Mortgage Cover
Health Cover
Insurance Policy One — 444444 ACTIVE POLICY
Insurer
Premium
AIA Vitality
Smoking Rates
Renewal Date
Effective Date
Policy Ownership
Compliance ChecklistCOMPLIANT
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Client profile complete
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Disclosure document signed
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Customer decision
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Important Disclosures
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Authority & Declaration signed
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All required documents uploaded
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Post-assessment
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