LoansOne — Lead Processor

Lead DetailsComplete, then click Process

Business name

Contact name

Phone / Email

Months trading (number)

Monthly revenue / turnover (AUD)

Bank statements available (months)

Property owner?

Property LVR (debt/value %)

Startup?

Business use (not personal)?

Servicing OK (affordability verified)?

Scripts

Portal Spiel

Unsecured Closing Script

Secured Closing Script

Examples (what the outcome block looks like)

These are illustrative only; your live outcomes are generated from inputs.

// ❌ DNQ
Status: Does Not Qualify
Reasons:
- No business use
- Monthly revenue < $10,000
Copy Note for CRM → copies decision + reasons + inputs

// ✅ Qualified – Unsecured Loan
Status: Qualified – Unsecured Loan
Next: Show portal spiel + unsecured closing script
Copy Note for CRM → copies decision + script + inputs

// ✅ Qualified – Secured Loan
Status: Qualified – Secured Loan
Next: Show secured closing script
Copy Note for CRM → copies decision + script + security summary