Ready-made quote templates.
Templates are starting points. Use them to launch faster, then tailor questions, pricing and branding to match your business.
Ready-made calculators that still feel like your business.
Start with proven structures for common jobs, then adjust the wording, pricing and proposal experience for your team.
Public quote template library
Browse calculators by industry, compare example estimate ranges and jump into live demos.
Commercial Loan Enquiry
Commercial-lending enquiries that almost always require broker review before scope can be confirmed.
Example questions: What is the main commercial-loan purpose?, Are current financials available?, Is there any ATO debt or tax arrears issue?
Typical estimate range: Commercial lending review required
Home Loan Enquiry
First-home buyer and owner-occupier lending enquiries that need broker review rather than a fee quote.
Example questions: What best describes the borrower profile?, How strong is the deposit position?, Are there any credit issues or arrears concerns?, Is pre-approval needed?
Typical estimate range: Broker review-led enquiry
Investment Loan Enquiry
Investment borrowing enquiries, including trust or company borrowers and portfolio growth scenarios.
Example questions: How many existing investment properties do you have?, Who is borrowing?, Is interest-only or specialist structuring required?
Typical estimate range: Investment lending review
Refinance Enquiry
Refinance, cashback, debt-consolidation and lender-switch enquiries.
Example questions: What is the main reason for refinancing?, What best describes employment status?, Any credit issues?
Typical estimate range: Broker review-led enquiry
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