1

NAB.033.001.1920

T edTica Support ..

Aboo.t: Record ..

To check the Siebel Version , click: Help > About SRF

Check the Date is correct - Note that the date Is in the format MM/DDIYY

About RepOSItory flte EJ Veuion

lru.naI verci:ln:

Tools verci:ln:

16.2.1 .n[503t IENU

P8. tQ Q1G1

IKFINDLAY

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2

NAB.033.001.1921

Navigation: Siebel is Split into: Screens 1/ Views Applets Fields The standard method of noting 'where' something is in Siebel is: Screen > View > Applet > Field IE: Applications > Products > Product Detail> Current Facility Details> Limit

3

NAB.033.001.1922

14/07/03

19/0'1/03

06(01103

07/01103

01101103

07101103

01101103

0710110' 01101103

07101103

01101103

19/0'1/03

0110'10'

0:!/0'l03

0:!/0~/03

0<'09103

.. lu.,.o",.

• 'QQ"'O"Qlf",9I~ • nU"K'O"P)f",OU

nU"?f'O·tp'WUl

"''''I 30'" 'O!!Q) W9I, 1I111I.w.

"OK (."0' 1£19"

• nn," (0I'P) W 2" nn... P"2"fI 'O"P) ==-PPQ!!fI 'PP" iAI'O' 1£1 Qtl ~

P!QIfCI "9" 'O"P) fC, '91 ==-P"2"fI llK ""P) fC!PH ==-

In .. , Hotn.

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~.

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HO .. UrO(

HO"UIOI

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Mo. l.<>on

Mo. l.<> on

Mo. l.<>on

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p,~SO""" ~o ..... · • HOM( LO ..... ·~S(·

P.IlS0 ...... LO ..... ·" HOM. LO ..... · . MPL<

HOM. LONHIflII S

HOM( LO ..... ·~S(·

c ..... O·HAI VELOCr

4

NAB.033.001.1923

There are many different types of Fields that can appear in Applets. These include:

' Freetext

Shared Notes

I Cr •• ted 1 Mot. Typt l Hote

18/03/2013 I .m .a FREETEXT Fie ld ) H137918 Not.

App ChOtnnel Jlnternet

' Drop List I Picklist

' Ellipsis Objective

·Tickbox

r.=---

; NAB Brok@r Personal Sanking Pri ... ate Banking Retail Busine ss

5

NAB.033.001.1924

• " oX. iQ e. .

Opp.""n'"

""'9 <:h.Mel

<:·"'.·'9n

0 ... of II .... lflO119IC

o.t. ", ••• d to

Cun.n. "<Id, ... 0::::-:::-..:;;::::-:­~oOld.nti" ••• tu·1

phono o ... ". I".=m'---::­.... nd lo,d " • ..,0 '1-----::­

l .ndl.,d • r------,

~SlEflELCR.MIESI

P, ...... M.me 0', ,., S ••••

, ...... ••• _d.

S ...... K.me cou""" 1 .010. TIm •• ,"<Id,

''''0 1 ••• , H.",.

6

NAB.033.001.1925

X ,4

I Toll. I L ... M.m. I"'dd'. M.m. I So,,,od .. ,dd'. ".m. --- - ~ , ... :h ,t ... ?

,~,- i C CW<wnoo . : 849179997

"""

O " GH'JKLMMOPQR S TUVWXYZ '

C.n<o ' AVSnu.C '0

Add .... T Ph"o. 0"''''1

H"",. "n.;' So,,,od ... """''',.

C.no.O>\".rifI.d~

2. Enter the Customer Number and click Find

ill ....

7

NAB.033.001.1926

1 .. , .. Ha",4

SI£aiL

It [) It?

I .. ,ddla Ham.

""

IC DifaH1JKL"HOPQ~ ' TUVWXYZ '

I h«>nd .. ,ddl. Ham.

~""

Item: lofl

l un~ Ip"'P ...... H .

suln .2'

C~.tom., . ~'~'~"~"~";;~: I "ana9_d •• "ari. "arinl.~. _

C~,to",., T.p. IC~'tom.,

8

NAB.033.001.1927

E<tt_~Go().lotyRO!I(Wts~

X I~ ~I .I PP

Tlnad> ,,"*,abon:

" .. dua

"".untMymh' J

0..;"';0 1 Cu".n, hl.no< j

.. ,,; .. C .... I

" [) It?

[II..wI.,. C"".nt F.dI!ti!!! I M<><i"" I " ,"",unt " umb • • lasa " umb.. I ~

L ... H. m. Jyd~.m.nt. I > =

I ~ .. "ud

."' •• d' .......... ount l

.n Ou."... 1 ",;t In«Ou",... I ~::du .. " ... .. .. I ""odu .. " ....... 'dj

• In~ Onl, r h~.d

IomoD., • C"vdo.n

I M'dd l. M.m.

1. Enter the App Type , App Channel , Application Form Held and Objective, then : 2. Click the Toggle Button

Id

• m"'.

9

NAB.033.001.1928

__ GoO<wY~

~ ~, p p

Oppo .. unity

compo'9n ]

"'::~-':tdF ObJ.ctl,· ILo. - ConA ...... dr

P'OdU"'~ loonCo'.' ",."'.m'"

U ... ,. Modof,,,",eou,,,

Cu"on' hlo n," Koop Aceoy'" r Expl .. Dot.

ooolFool .. , ,"",ounl l

.n PUO'Po" t m~ [n.,. Pu",.,. I

-;:;:dY,",/ "10k., I .... odYc.'{ "<'O~., ldj

1. Ensure : Phone, Employment, Judgements, # of Dependants and 2x Status are completed. NB: Judgements & Status to be set to 'N'. 2. Click the Retrieve Current Facilities Button

10

NAB.033.001.1929

X ~4~~I PPUU

fu_~

'""" Typ. Ho . Lo on

In''h<o, I Uld 70 15Ut02

fI .... 0mO i""OR Opp~""n'"

CAAO ..... <;1fT GOU> VI .....

CAAO ..... <;1fT p ..... TIHUM O"'lv~TE VI .....

CAAO ..... <;If. P ..... TlHUM VI .....

CAAO ..... QfT STO MAST'~C""'D""O PACIW3ES

cAAO· ..... STERCAAO • LOw 'U

CAAO· ...... TERCAJ\O GOlI>

CAAO·V£LOCITY ..... OOlI>·cOHSOI.IO~TEO

cAAO·V£LOCITY ..... ST ..... OAAO·COMSOLIOATEO

cAAO·Ul ..... OOU>

CAAD·U,IJI. P IHK"LOw ..... n CAAO·Ul ..... ·LOW ~ATE

Oo"on.1 L.ndin9

P.""".I C.,d.

p.""".1 c.,d. ~, O.,.on.1 c.,d. . " Po .. "".1 C.,d •

"" p.""".1 C.,d.

"" P.""".I c.,d. p ... on.1 c.,d.

~, p."on.1 c.,d. . " P.""".I C.,d •

p.""".1 c.,d. ~, O.,.on.1 C.,d. . " P.""".I c.,d • ~, p.""".1 c.,d. ~, P.,.on.1 C.,d.

Click the 'Add Product' Button, then select the Product from the pop up picklist. NB: You can either scroll down the list or use the search fields and find button at the top

11

NAB.033.001.1930

" D ~'l

""0 TYPo IH.w Lu~

In",to, l UI" , .. 513102

OQQo"u~""

"". ch~~~.1 p."o~~1 h n k"';

Com.o.~

,,::~~:~r 01»0<\1,° 11.00 - Confl""od r

••• C_ .... F_._ I M04,ry 1"",0"'" Humb., I"u "umb., 1...:.1

IZilllllli OUO., -.J ~ 0830"

10",4u" ) ,HOM. LO ..... · ... S.·V.ItATi

'o, ... ubl. Ch.~g ••

S.otu.~ cOMm ..... r--=-

£ £

'''''"1"'' '''''''''''''' .,,, .... r l :ii~~~'~"~M!'~'!"!"";'~§j~~ p.riod

::: ::~: I""''''' ::: I ";:: ::::: r ,'.Odu, .. ' .",k., ~~:~~:~d _$om. Do. H

L __ .. C._'"_._ .. -'-_____________ -' In .... du,.,' I",k.", •• dow~

Enter the Amount, Purpose, Introducer IN/A) and any product requirements if applicable' • Eg - Fixed Rate or Interest Only Period.

12

NAB.033.001.1931

.. ...,p TV" " 0 ...... n

LO""O"" jriST FIn' Homo I,rull.

M,n'90d" p •• on w .b ••• ,

""·"...,·r··n

clo •• D~.

1 so",,''',, n ... b ... ! eo",,,,, TV.'

) 0/ liT OVM ....... O . o UllO- OWH Dec

~=::":':'~='~~ .... , 0<1 ... C"".umo, '..,duc" Il'~:"!':; I .-II .u.'n,,, '.oduct. 1l.1.1"~ On eo",,,,,, j

T .... I L.oon, hi,,"" on S."' .... ;-- -. • • =.O.~=.~=-To .. r M • .!.., v.luo .f So"" ..... t--,." .. ".CO.~"'~;01

To •• 1 Un. "oluo .f eo"" .... , rl-'."";;'Co.~oo:;.~;;;1' T .... I hn. II.luo (1l.li.d Upon) rl- • • " .. ;;,O.~=.~,,",I

H" SO<Y"", Ionk vOluo j

'-"', LV"- (;~~~:n~'~::;;; r 19. 2." Londm. C .......

View. Select the applicable

I I Cu""",o,.

_ ) " 917 9811 I L"'"''''' n n

I"' .. ' ", .... SIUI L

! " ..... Hold

NO< .. old

j

VIc " '" "old

I Ty.o ) £pD' mer g ' .. _ 5, P00rt,.

Is .... ""

SsM mtr 9'tt."'o"" p9' !'90

Hold

I Cha, ••• ----rT

Is .... ! O"cri.~.n .=.1 <U s i, b. 1 h.t ~-.J Un 'u ... ... d

then click the link button

13

NAB.033.001.1932

Ectt _ S<r-.. Go Quory RoporI. ~

~ .1 PP . ~ 10ft .

[nitio'o, aUld j 0000 ..... " ...

,""p<:honno l

Toto' h"o, V"u' of Socu""o. ;--""";;'"'~""~"' Totol "nO. Voluo ( ~ .[;od Upon) rl-,.",,;;,".~,,".~;;;1'

.... SO"",'" tonk vOluoTI-'""""""

LM' L\IIt ('nd. ""'"u"''' 'o"d'n9 onl,)

LMI,"".II"b l.

I <:u"oma,.

, " '179811

I L ... Ho mo

~"

" .. bol.

.".bp'" '[lIbpl.

E[ubp,,'

Is •••• "" "" "" '"

Is .... ~,

, <pO' ro'l qtu " . ppM,d

%0' [M'[ 9',,"9'""0' pO' "PO eRn> T'I G ... _g,""., Po' bnD

I "' .. ' Homa

SIU!L j

! S ...... ::J Hald

Hot H.ld

Hot H.ld

Hold

~ ,.,

I <:b.,~ •• j

1St ... "" ~,

~

! O •• "'.~on ...!l <lJ 11 • • 01 TO" ~.J un.uooo .. od

field (use Owner Occupied)

14

NAB.033.001.1933

... pp •

l .. t ".m4 ~f'~';',,:::;;:::::::-~ l~".to, oU ld lHl~n,02 "''' Momo ~lntL OOOOM" '" J

Mono90d., p ..... w.b..... _ ""0 chonn.1 1°."000' h"k",~ • ""0 $0 ..... 100." I c om O"9 ft I . CkI,. D.. . Obj.", •• J..... - Confi""od l

Cl 1 Lu'Homo I M,ddl. Momo

> nn ""

Prim ... 1 • ..,du<t Cod. ! .... du<' l e •• nlFo""" _.u I Loo" Qu..... I Lo< ..... n '" ""'OM HOM. LO ..... • .... SO·v.AAn tlO,OOO,(IO Hm Qu .... . b· <>It\ bu.(llou ••

IMI.' R.o. R ... y"""'

e blO ~ •••• m.n'J In;"ol Ria

view. NABCalc will calculate the

15

NAB.033.001.1934

l •• 'M""'· e ST .. "'Hom· frU11.

"".T ••• N •• I. ... n

- I 'n:::::.:~~ 74.mt02 I C~.'<>mo,. ) "91791.,

I ~ .. 'M.",. n n

"'.n.Qod., p •• on w ob. ,.,

"". SUW· IO •• n

- "". ch.nn. ' 1.0" .... ' h nk'n9 I Co",.olOo _ I c, •• o D ... J I Ob,o<ti •• I..... - Confi""od r

'~mo", I .'od~" Cod. I .~d~" I ",o"'.od '", _.~ 1"'00 •• "'... 1"'<";00 II' u+o'" >+0"" 1.0MO·tAS.·V.,.,.,Tt , t o.ooo.oo ~m •• , .. t.b· .Ih b.o(ho~ ..

...... "''''000 •• ,000" ...... "'."' ..... ,.",,, It', .0., d ..... f "',. to .,000" .,., ",.tomo" n •• nh •• d G.o",."o , m.n,"

I .. ", H.",o

S ,n!~

w~1 .,~ b. ott.rin ....... '"."" • ••• "". w,1I .,~ b •• If.rin ....... 'hn.,."n.~,.n' 1 ••

j

fl .... o 10, no' off.rin ....... '"0,.. •••• "".,,,:1---"'--7' fl .... n f., no' off."" ....... Gon.,.' 'n'~'.nQO~-.L--~1 I. ..... d_d bTt::==:"'~'::"~"~

comm.n. , j·

1 T •• o I ...... "'''' .... C·'·o°"'

Go to the Insurance view. Enter 'Yes' for both Insurance

I. ..... d ... d b1.l-I--~"~"~"",_f8 , comm.n .. l-I -----=-

16

NAB.033.001.1935

Prim ... 1 P",dud CGd. 1 P",dud I lG.""'Ojity ........ u I l.on Pu.p... I '-"cati." '" .... OM HOME ~O""'·lAU·v.AATI "0,000,00 Hm ~u. E ... b· ott. bu.(Mu, •

. . .. c .l,

1 0.,. I "',.un, "umb., I ,""Oun, O""'ptlon

17

NAB.033.001.1936

~ Fee5Caic (v4 .95 O.3) [Products] ~©~

Base Home LoM - VOJioble Rate

loanAmco.r.t Ilinit lnaease

Base Home loan Vaoiable Rate

~ s......F~dotatoSiebell

®>~

1. Click the 'Next' button till you reach the last TAB 2. Close Feescalc. 3. Select OK when the pop-up appears to Save the data back to Siebel

18

NAB.033.001.1937

_5<r--"(ioQuor'/Roport,~

X 14 ~ ~ I P P ,I l (Q Ill ...., • n.e.oo:l<~

rJ 1 ..... Ha"'a 1 ~,,,. Ham4 1 M,ddl4 Ham4

p'o ..... H.m · · · · PO 10 ' I

,~ ,---""'1 ,,-) r ----:,.

po.t<odof----, COY"", I

Tlm.o.""d,

p,o.,OY' Em.lo. m.n. (.nt .. ~ c..mont < 3 .,.)

"0"" 1 ,;::::,,,,,",,,;oo,.-"'"":"'-~ O«\JpMlon .... bOy,.,.f~a - Job T"<tIai----'EmPIO •• , P~on • • ,..----.

Job T"<tIa rUll~ Em. lo •• , Homa Tlm.o. Emp

Go to the Applicant view. Complete details for all marked fields.

19

NAB.033.001.1938

~ ~, PPUU

IS, OO

10 ,00

I S2I.005, 00

Opport~"""

,"",p ~h.MO'

,.. D 't?

1 0.00 TI l T ... t o.oO Tl ITx~

" ....... ~ ...... "'~-. I 0... I Fo" ...

) 1010312013 101.

to. oo t O,OO

0.1 ... ~ .... ool

N • • "" .... 1 .... 00 ... 0.1"'"9 U.b>;ty. '"'" •• p.'m ........ mo ..... " b~dO.L

1",,, .. 1 ""'W

1. Go to Financial Position View and complete the following applets 2. Assets : Add a Property for $500K and tick the 'Principal Home' checkbox. Add a $3K Account 3. liabilities: Add 'New Loan ' - leave all details blank

20

NAB.033.001.1939

., JJ JJ t~ U

,"",p ChaMa'

Ca",p"Qn

Ob).", ••

Go to Monthly Budget View and complete the following applets Income Sources: Add a Salary record for at least $9000 I month (Net). Loan Repayments: Add a value into the 'Monthly Post Loan' field

4. Other Expenses: Add 'All Other' with a Pre & Post amount of $1400/month

21

NAB.033.001.1940

tctt~:;u--.....,~&oPort'~

X 14 ~ ~I P P ,I n.~~

"' ... N_",e l,nul -.del, ... 1100 .0u~0<.! IT

"0"9_eI ty p ..... w.b ... , • ....P T,pe IN •• I.o.~

P'Od~d :HO"( LO""·aA$(· _

C.mp"9~ 1 .... QAmt I UO,OOO.oo I

......... . ..... n. PO""Or"-----<,,,,co.oo;;"l

view. Ensure there is a

,~itI.to.auld 74,SUt02 D. d"on """O""'"E3 c ..... d~·~·::'"=·='=1 ..... _~. OP'~

Clo •• D ...

' .... o~ l • -.pt-) ~

D'''r-'au,~

u.b'htio •. _o"~' O"e"'------""0.00;;'1 "om. Loo~. (p""dp.1 r------""o.oo;;i

p.,,:~,d::: r------"" ... ooo<'i C .. eI~ C"eI'~:::::~"g.oo~ $0.00

Oth., D.bO. 10.00

TO •• I UobOliti •• r-----""o.oo;;1

Post loan ' useable funds' amount.

22

NAB.033.001.1941

tctt~ :;u--.....,~&oPort'~

X 14 ~ ~I P P ,I n.~ ~

",." N_",e l,n ul -.del, . .. 1100 .OU~O<.! IT

Monag_eI ty p ..... w. b ... ,

• ....P T,pe IN •• I.o.~ P'Od~d :HOM( LO""·aA$(· _

C.mp··g~ 1

.... Q Amt "0.000.00

Outl ...

C ·"<o/co"l Sto>ooo.oo ::> L.901 r ••• ' 0.00

S'.mp 0 ..... , 0.00

"~kF.u l t OOO.OO

oo./Othe·1 ' 0.00

I~,~,.~<. ' 0.00

To •• 'OutI., "0.600.00

,~itI.to.auld 74,SUt02

C ..... d~·~·::'"=·='=1 ..... _~. OP'~

Clo •• D ...

"""O""'"E3 D. d "on

1 .... o~ l • -.pt-) ~

D'''r-'aul~

Sa.,n9.i'-----.. ,,".~-,C.~,;,·

Oth •• F~~d.I'_-----" .. C. ~., Su'plu. F~~d''r-----".,c. .• "o,''~.-i

o~ptr------"'O"~i1 Totol."'.'eI. d,-----'."'~=~"

Go to the Funds Table view. Enter the 'Price/Cost' as the amount of the Joan.

23

NAB.033.001.1942

tctt~S<r--"""~RoPort'~

~ ~I ppuu l!Qlfl ·

Cort Mom. ~I"~';',,:::;;:::::::-~ "o •• -•• ~~.~~~ 'mnlO2 "''It Momo ~'ntL ",y",,,,

Mon09·d., p ..... w.b..... ""p Ch.nn.1 l~o"OftOI hftk",~

""P SO ..... Opon Compo'9n I CkI •• Do. o Objo"' • • I.... - Conf;""od l

1 .... °"".0.."0. ' ~.od"" 9 ....... Uobil~, ,"",o"n.1 P ....... Uob." •• ""';019 ....... hp ... 00"

) tl~ StU!C ns- ,.OM! CO",,·U,S!-V.' '0.00 to,OO

Tot." '0, 00

Go to the DFAS view_ Click the Create/Refresh button

PG.' Coon ""pHod U ...... I -IIQ.OOO.OO

UO,OOO.OO

24

NAB.033.001.1943

tctt~:;u--.....,~&oPort'~

X 14 ~ ~I P P ,I n.~~

""" "a"'. 1.lIlfC M.O'9.d •• p •• "" w.b .....

~~ s....,· lo~.~

CkI •• D • • • I

.. ~d I~, ~p,~,.1

l ... Uod ••• d L .. , Uod ••• d h

r--7" r--~

.~M., c.mtn.",.~r----,..,j

1 " ......... o.D ...

com""""1 DC"LJm~ 1 uo~:d'~~:~ 1

Go to the Assessment view. Click the Initial Assess button - click Yes to Pop Up

25

NAB.033.001.1944

.... 'H. ma IT

";, .. Hom. r 1U1L

MO"'9.d h po.O" w.b .... ,",,9 I;tMu. )OP,"

clo •• D"'J

It D lit?

'""' ..... u,d ""13102

OpP ....... " ....

I;,.,.:, .•.•• <." •• } ; ... ,: ,... '=::. ~ ~ ; O~i. ' o"niti.'''''.''

~===:;J ·t·~,,~ .. ~~~,~·~ .. ~, ~ L ... UOd ... d ..... U.d,"d'~

Comm.n ..

a I .... , H.ma I .... , H.m. I M,ddl. H.m •

> Il.U C .. M

.un....... .. .... , ... I ....... m .... 0... I M •• Um~ Off.,. V.ri/; .. ~O".

,:l/P:I/.013 . ,3. ,,. ... 1., to ..... 0" ....

.:l/P:I/.013 .,3',," ... 1., '" ..... 0" •...

.... 'U.d ... d l

D",,'on ...,p.., •• d C.n:I )

<'··""1

c 1 .... ' U.d., .d '~1

• .. .... n

...,P<o •• d.o,mou"' 1

DC" Urn_ I lM' :d':~:~ )

26

NAB.033.001.1945

tctt~S<r--"""~RoPort'~

X l4 ~~I PP

n._~

lu' ~.m'1"n ~p T,p' i~" lun

""" Hom. ',,;;; .. ",,;---~, ~p s ....... '0" .. 0.,----1 Opon D"' I'510312013 " ,' 9,07 i ~:~:~ r.1·· .. "~""'"'~·OC ••• .-C

~p chonn.1 J .. "on., .... k,n9

Prim ... 1 P..,du<t Cod.

• ~O"

M.n'Q.d " po.on w.b .... ,

1 P .. du<t

HOM. lO ..... • .... SO·v.AAn

Is •••• ."

I .... j

£

I Cy,tom., 0

) 849"9887

I $oeu,~, T,p.

> h ... !,nb"pm,>

BIII~ICUIP,;'>

"",d.nb'l pm,> .. ,,4,nOIPm,>

ill

[ Cho,go T,po

) Hom. Mo..., •••

ill

I T,p'

Il •.• ~.m. ....

· .,uh91d · flllh91~ · .,uhnl~ · f,nh914

I ~· ~,

"' " .

Is .... ."

C ...... IIoo.

990'I'ml< "," • 11'9991,4

I "''''~.m. SIUIl

MOO ""d ~oo H.ld " old

[ Ch.,g ••

[s ...... • ..,po .. d

j

:J

£

j

99n",m .. @n.Goo"·IPo,··n

~

I ~·

"' "' "' "'

Pond;n. stomp'

990'1 ml< ","·9'0,,'1 PM UO • ..,po .. d

• ..,po .. d £

view, Ensure the 'New?' field in the Linked applet is set to 'N'

27

NAB.033.001.1946

,.. >: I' • " .l1Q 8 -

~ ... on ",,,No"'o . ,nIL

Md .... . 00 eo"" .. ST

,""" T,,,o IN • • Lo_ 'n;,;ato, .Uld~~"~"~'~"~'~ p'Od~d: i .. O!otf Lo""· ..... sl· C .... d . "OtnoU

CompO<9n I Ap. _U, O p o n

"'Q ........ ) *,0.000.00 • C' ••• o ...

! P",dud: Cod. I "",du" I ~.q" .... d _ou"'l Lo .. ~on ) LHO M HO ... LO"'" -• ...s.-V, ,.,.,TI too,aoo,GO E· .. ·'~~-.. ·' j ,"0.000.0

I Compl ••• d I~

Go to the Account Services view. Enter the Accepted Amount, Set the Decision to Accept then click the Right hand Magnifying Glass

28

NAB.033.001.1947

Edt _ Scr_ Go Qow'I Rop;rl. ~

X ~4·~ P P UU

.U'I.

l . .. ".m. rE'~'~·~:~:~ An' •• m. ~'nEl Add , ... jlOO .OURK[; ST

", .noQ.d .o po •• n w.b ••• ,

Op.n "'<OOynt

I .'oduel Cod. I P'odu" I .... .,u ..... ",",0_1 Ace •• tod Amountl ",CIoPS Rei. I Loco""n ) UlO,. HO,. , lOM- US' -V.""'" . ' 0,000. 00 . ' 0,000.00

loon to b. p.'. out

Lo.n Oy,po ..

'" ' •• mptlon DI.bun.m. nt

D,,.,, D.b~ ~'"y." Spod., Condition.

) 510n .tHom.

)

S,on .. Homo p

...... o n Cod. Ion~., Dod.lon

Sond To,.--------.,

'Create Services' button then set all the services to 'Complete (refer also next

29

NAB.033.001.1948

- co""ol~~~ 083047

10"owlnQ Loan Spl~ Loan ",,",oun~ 1 teO,OOO.OO I

HOu.ln9"""'oun' i--------'---d

"'O"'""O'_'"O'li--l-======~ ---+1 S.,onda .. Loa" Pu.po ••

1 •

SIQna'HOma~

1I. ... on codaj

hnd TO.!~--=====:::::~ hndTo I

The above 3 applets are examples of how to complete the 'Account Services'. Note: The number and type of Account Services is dependant upon the Product chosen

30

NAB.033.001.1949

tcJl :tIOw :ro-..... !iO ~ 8.0W't. IiOt>

X 14 ~ ~I PPUU ,x,fQ 8""' ·

l ... H·",· rnn

FI,,' M. "'. !SII .. l M.".Q.d ., p ..... w. b ... ,

""95 ... U.!OP." I C·"'0·'9" ! C .... D ... ! • Oloj."',. ~ Com,m.d l

.'1" ..... .,. ...... " . ... ;h / .... pIK.tio" ..... 2"

Comp''''

Com,,'''.

Com" I".

Com", ...

0' . V.""'_" .... I '00 "" Compl".

1 ..01

) 0' V.riII,ati ......... OO "', ~ ..... , ... /lo ... -"«I C, •• " Co"",,;!. '"

07. Doo.."' .... P,.po.oUO" ..... "0 ",A

01 . Doo.."' .... ..... ; •• p.riO ...... 200

0 •. [>""'''' . ... Ex ...... o" ..... 2~0

I"" lod Co"'o '." _u'" "' ..... 0 .... Co.d ond $P.elm. ...J __ to ();.do • • 1<>fo"".tiOn to th. Mation

v.lu_ .. 01 • • 0.. ..... oompl • •• d . <" .. H"" •• •

I mp'.'m .... oome"" •• ( .... 1 ' 00)

U.b;I .... ,."""".d , ..... 000)

...... <ome"".d ( .... 1 '00)

.... " •• nb.1 St ...... CO<Ifl ......... 'nd full n.", •• n' Cop'" of ori", .. . 1 • • riflcot; ... doo..m ........... h

".riII,.u." 01 "u". _" ,om" I ... . ( .... , ' 00) "9"' •• "9'"'' "'06 • • upO .... "9 •• 0..""""

Go to the Checklist view. click the IICreate Checklist" button then set the checklist stages (up to stage 5b) to 'Complete'

31

NAB.033.001.1950

X 14 ~ ~I P P . " .x. fQ f1 . " D 1+;1

-'W"'~~-'-'-r;-' ~~ Lu' N_mo j11ST ,,<>p T,P' IN •• Lo.ft 1ft ....... auld 7',5UI 02 0'''''0" F '" ., ... N_mo l.IUIL P'Od~e< :HOME LONI'~SE' C .... d ,"O:ll20U ~"'Oft COd. 1

Md .... Jloo .OU~ P<.! IT C''''P",Q" J "<>. $0...,. Op," -.pt ........

"."oQ.d hy'-''''' ..... b.... ~'Q"""" J "0.000.00 I Clo •• O ...

! p",d~" cod. ! •• "due<

) UlO .. HO .. ' 1.0,,"·1 '-5,·\1,'

) Loon to bo ... d out

Looft .~ •• o ..

~ •• E .. ",,,,,,,,,

O;.b ..... ",.",

0'"'' O.b~ ~'Q~o" l .oel04 Co"do;o",

" 9" atH"",.

! Lo,.ti""

fll .. nc .. 1 Se'Y1C8I .,~

'-V .... "'"'."'I'_~.)1 W~'nlnt £J

c:;;;::::](:::~::)~ ! Co",p •• t.d 1=1 , , , , , , , Co ............ r:r===-:=-, ,

Go to the Post Approval - Account Services view and click the "Lending Services" button. Then click 'No' then 'Yes' to the two pop up boxes that follow.

32

NAB.033.001.1951

..... l~

L'''"''''' ~~''~~~~~ "n' Homo jSlnK

""d.u. J'OO IOu~ ou; ST "'.0°904 IYP •• "" w.b .....

! P",dud Cod. I .... "ud

.. D, •• do.~ cendlng h"'eo •

"",,p T,po ,"'O. Loon rnitl.to'"Uldj'~"~'2"~"~'~ P'odud IHOM.CO"'" · ..... . - _ <: .. ~.d ' :1/03/2013

Comp"'9n I ""'. _u' O •• n

hq """I "0,000.00 CI ••• D ...

" •• ,o .. " •• ~ O'cI.'on~

-"~

) ..... 0"' HOM'LOA/O-lo<SE·v,AATE

) Lu n t o b. p.'" o ul

Lo on ."..po .. Fu " o mpti""

Oi. b"" om.'"

01'0<1 O.b~ ~ .qu."

0.00" Conditio n .

119" .,Homo

hand

Dol ... ,.._ .

, Complo'od , , , , , , , , ,

I:]

Loon to b. p., ..... C::1:::::::=-·

Glass until the ACAPS Ref # is returned (30 sees)

33

NAB.033.001.1952

I Ty.' ) HUC'is§!Imm.",'H.H!.?9C Mm

Ij

I " " ."'moM Cot. go .. ~.,

I c ....... I" ... •

IO •• CriOijon

IlA&cok lummI" R,OM