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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 over a month ago

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

CBA - Home Loan

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.

Macquarie - Home Loan

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.

NAB - Home Loan

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

Westpac Bank - Home Loan

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.

St. George - Home Loan

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 of Melbourne - Home Loan

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 - Home Loan

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 - Home Loan

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.

AMP - Home Loan

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

ME Bank - Home Loan

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

On main page on left side click on button calculate to process repayment for new loan.

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

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