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.
Compare products page
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.
Please be aware that lenders who utilize their online servicing calculators will not provide a downloadable calculator from Salestrekker.
Use calculator
ANZ - Home Loan
Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.
If a customer has existing ANZ home loans, you can add the start date of each to make calculations more precise.
Insurance expenses must be divided manually.
ASB Bank - Home Loan
Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.
Insurance and education must be manually divided by category.
On LoanDetails tab Business debt DTI exclusion must be manually selected.
Ascenteon - Home Loan
Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (FN+CTRL+OPT+F9 on Mac) to recalculate all values.
If there is Self employed income, got to that tab and just apply values.
Avanti Finance - Home Loan
Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.
Select number of applicants (click on button). After that click on the CALCULATE button to get UMI.
Liabilities are added as total and you can see them by clicking on the ENTER TOTALS ONLY button. Values are calculated automatically.
Bank of New Zealand - Home Loan
Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (FN+CTRL+OPT+F9 on Mac) to recalculate all values.
Co-operative Bank - Home Loan
Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.
Existing home loans repayments need to be manually corrected to reflect lender's policy.
In living expenses insurance values need to be divided manually.
GO Home Loans - Home Loan
Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (FN+CTRL+OPT+F9 on Mac) to recalculate all values.
Kiwibank - Home Loan
Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.
Insurance expenses and education expenses must be divided manually.
All allowance is added to the salary, but if the applicant has a car allowance it should be allocated to the field below child support.
Pepper Money - Home Loan
Once you enter calculator press CTRL+ALT+F9 on keyboard for PC (FN+CTRL+OPT+F9 on Mac) to recalculate all values.
If there is Self employed income, got to that tab and just apply values.
SBS - Home Loan
Once you enter calculator scoll down and press update button in bottom right corner.
Westpac Bank - Home Loan
Once you enter the calculator press CTRL+ALT+F9 on the keyboard for PC (CTRL+OPT+F9 on Mac) to recalculate all values.
Education expenses must be divided manually (currently everything is under state education/child care field).