Note: There is no need to complete the UMI first. You can go straight into pricing once the record has been created.
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To create a Pricing Request, you first need to create a New Record.
1. Create a Record
Click on the Create Record Button at the top right of the screen.
2. Create a Pricing Request
After creating your record, select Pricing in the left hand side navigation menu and complete the required fields.
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NOTE: In the Pricing Details section, when entering the Total Mortgage Lending do not include the Bridging Loan under Total ANZ Mortgage Lending.
Pricing the Bridging Loan Scenario
Under New Loans, add both the residual loan, and the bridging loan. DO NOT enter the existing mortgage that the bridging loan is replacing.
For the bridging loan you will need to enter the initial discount which is the discount applicable while the bridging loan is in place. The subsequent discount also needs to be entered.