Mortgage and finance
The supporting documents, in one checklist.
Payslips, statements and the credit guide. Not another email thread.
Request payslips, ATO notices of assessment, BAS and bank statements through one checklist. Send the credit guide, privacy consent and credit proposal out for signature. Return loan paperwork through the same client exchange.
Vukorix Solo is A$12.99 a month including GST for one person, and Vukorix Business is A$19.99 a month including GST for you plus 3 team members. No credit card required.
Show exactly which payslips, statements and identification documents you need, and what is still outstanding.
Use notifications and reminders on supported tasks so there is less chasing before the file goes to the lender.
Incoming documents, signed disclosures and anything you send back stay attached to the task. That supports the records you keep for the matter.
Payslips, ATO notices of assessment, BAS and bank statements set out a client's whole financial position. The file behind an application is what you rely on if a lender, ASIC or AFCA later asks how it was put together. Request each item through one checklist rather than an email thread, and keep what arrives with the rest of the file.
Send the credit guide, privacy consent, credit proposal disclosure or letter of authority as a PDF. Add a field for each signer. Keep the signed copy with its audit certificate. Electronic signing requirements vary by document type and jurisdiction. Get your own advice for anything with special execution requirements.
Keep the client's uploads, the documents you send back, messages and the completion record in one exchange for the matter. They are not scattered across replies and attachments.
Your client gets one link for what they need to upload or sign, instead of a chain of emails with attachments. Your team can see what is still outstanding without having to ask.
Recommended Vukorix tools: Secure Receive · E-Sign · Secure Exchange · Smart Forms
Use Secure Receive to request payslips, ATO notices of assessment, BAS, bank statements, identification documents and anything else on the lender's checklist, through one request.
For most recipient tasks, no. Clients open the link to upload files, sign, complete, or access the requested document.
Yes. Secure Exchange lets your team collect supporting documents and send the credit guide, credit proposal or loan paperwork back through the same exchange.
Try every Vukorix product for 7 days. No credit card required.