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(AU) Downloading and using pre-populated lender serviceability calculators
(AU) Downloading and using pre-populated lender serviceability calculators

How to download and use lender serviceability calculators in Salestrekker 2.0

Lilly avatar
Written by Lilly
Updated today

With Salestrekker 2.0, users can not only view our maximum borrowing estimates, but also download and utilize serviceability calculators from lenders. These calculators can be pre-filled with the information entered in your deals or Quick Tools.

In order for the calculators to function properly, you will need to activate macros using designated keyboard shortcuts after downloading and opening the calculator.

To learn how to use each lender calculator, please refer to the instructions below.

Download calculator

From Deal

You have the option to download the lender serviceability calculator from two different locations within deals.

  1. Compare products page

  2. Summary page (recommended lender and product selection required)

From Quick Tools

You can download the lender serviceability calculator from Quick Tools > Product Comparison. Once you have selected the products for comparison, click on the three dots menu and choose the 'download calculator' option.


Use calculator (Home Loan)

AMP

Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.


To see details for security and new splits, please reselect the value drop-down list.

LE are calculated for each applicant, but they are hidden by calculator macros. If you wish to check values you need to go to the LE worksheet and double-click between columns E and K until all columns are unhidden. Check essential service drop down. 'No' is selected by default.

ANZ

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If applicant has "SE - Company" income, it heed to be entered manually.

Auswide

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Bank of Queensland (BOQ)

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If applicants have tax deductible investment loans, go to sheet 'Debt Servicing' and reselect Y in deductible column for one of those loans (including new splits).

Then return to main sheet and manually enter percents for those loans.

Bank of Melbourne

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If you have more than 2 applicants, please reselect correct number form dropdown (correct will be shown already, just reselect it).

If SE income didn't calculated, you need to go into SE income tab and enter any of SE businesses. Then just click continue 2 times to return to main screen.

If applicant has other (taxable or non-taxable) income, just go to that screen and click continue.

All liabilities are calculated, but if you wish to see them just click on add (non)sharable commitment. Same applies if you have more than one new splits.

Bank SA

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If you have more than 2 applicants, please reselect correct number form dropdown (correct will be shown already, just reselect it).

If SE income didn't calculated, you need to go into SE income tab and enter any of SE businesses. Then just click continue 2 times to return to main screen.

If applicant has other (taxable or non-taxable) income, just go to that screen and click continue.

All liabilities are calculated, but if you wish to see them just click on add (non)sharable commitment. Same applies if you have more than one new splits.

Bankwest

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Click on checkbox to use calculated all income.

If you have more than one SE income, please reselect number of entities from dropdown menu on SE income worksheet.

Bank First

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Bendigo

This shortcut applies to Bendigo and all their white label lenders as well:

  • AFG Alpha

  • BMM Optimal

  • Connective Select

  • Reduce ABL

  • RESI Flexi

  • YBR Flexi

  • Mortgage House Advantage

Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.


If first applicant has Self employed income you need to do the following:

in top menu under Corporate/SE check select N then Y to reset fields, then select 1 under left Household field and then you need to re-enter his SE income under SE income sheet (additional PAYG income is entered shaded into other income field).


On the bottom of the main SC page click on the button CALCULATE to get the result.

BC Security

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Enter Self employed worksheet to be calculated in income and exit to main calculator page.

This shortcut applies to BC Security and all their white label lenders as well:

  • 360 Onyx

  • Allstate Navy

  • Blackstreet

  • BMM Bold

  • Collective Lending

  • Hejaz Essential

  • MEZY Capitalizer

  • Reduce BCS

  • Riyadh Crescent FS

  • Arthurmac

Bluestone

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Brighten

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

This shortcut applies to Brighten and all their white label lenders as well:

  • AFG Bright

  • Allium Money

  • Bluebay Flexi

  • BrightStreeet

CBA

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If you have rental income in scenario, go to rental worksheet and re-select rental income type (existing/proposed) from dropdown list to activate eligible percentage.

For mortgage loans just click to int.rate and hit enter, as the calculator uses a buffer to calculate monthly repayment.

First Federal

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Gateway

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

In SE worksheet, on bottom please distribute calculated wages and income. Indicative $1 existi in fields where calculated values should go.

La Trobe

This shortcut applies to La Trobe and all their white label lenders as well:

  • Allstate Purple

  • BMM Leo

  • Hejaz Flexible

  • LaStreet

  • MEZY Specialist

  • Mortgage Mart Smart

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Macquarie

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Enter Self employed worksheet to be calculated in income and exit to main calculator page.

If there are more than one split and/or security select correct number in dropdown menu(s) on right side.

ME Bank

Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.


On the main page on the left side click on the button calculate to process repayment for a new loan. If there is more than one split, you must calculate repayment of the split worksheet.

To get the end result on the main page click on the Assess button.

NAB

This shortcut applies to NAB and all their white label lenders as well:

  • Astute

  • AFG Edge

  • Connective Essentials

  • Go Edge

  • RESI Select

  • RESI SmartPro

  • YBR Select

  • YBR SmartPro

  • My Loan Elect

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

Pepper

This shortcut applies to Pepper and all their white label lenders as well:

  • AFG Options

  • Connective Solutions

  • Infinity Pepper

  • MLB Elite Near Prime

  • MLB Elite Prime

  • MLB Elite Specialist

  • MEZY Flexi

  • MyBudget Loans Pepper

  • Rate Money Hot

  • RESI Restart Renew

  • YBR Restart Renew

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If there is Self employed income, got to that tab and just apply values.

Resimac

This shortcut applies to all Resimac white label lenders, excluding Resimac:

  • BMM Premium

  • Axis Select

  • Rate Money Essentials

  • RESI Agile

  • YBR Agile

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

St. George

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If you have more than 2 applicants, please reselect correct number form dropdown (correct will be shown already, just reselect it).

If SE income didn't calculated, you need to go into SE income tab and enter any of SE businesses. Then just click continue 2 times to return to main screen.

If applicant has other (taxable or non-taxable) income, just go to that screen and click continue.

All liabilities are calculated, but if you wish to see them just click on add (non)sharable commitment. Same applies if you have more than one new splits.

Westpac Bank

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If you have more than 2 applicants, please reselect correct number form dropdown (correct will be shown already, just reselect it).

For income verification method select Estimate instead of Verified to see income values.

If SE income didn't calculated, you need to go into SE income tab and enter any of SE businesses. Then just click continue 2 times to return to main screen.

If applicant has other (taxable or non-taxable) income, just go to that screen and click continue.

All liabilities are calculated, but if you wish to see them just click on add (non)sharable commitment. Same applies if you have more than one new splits.

Virgin Money

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

If applicants have tax deductible investment loans, go to sheet 'Debt Servicing' and reselect Y in deductible column for one of those loans (including new splits).

Then return to main sheet and manually enter percents for those loans.

Victorian Mortgage Group

Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.

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