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Ben & Sara Whitfield
SettlementAPP-2039 · Upgrade / next home · with Sara Whitfield · Wembley, WA
Loan amount
$845,000
6
Next action
Settlement booked for Fri 15 Aug. PEXA workspace ready.
Activity timeline
- Settlement reminder sent2h ago
SARA confirmed settlement date + funds with client
AI Agent - Loan docs signed & returned5d agoClient
- Unconditional approval2w agoLender
- Application lodged4w agoBroker
SARA kept the client in the loop
SARA AI SMS Agent
Settlement reminder · Ben & Sara Whitfield
Morning Ben & Sara! 🔑 Big week — your settlement is booked for this Friday 15 Aug. Everything is on track. Just a reminder that your funds to complete of $6,240 should be in your nominated account by Thursday. Anything you're unsure about?
SARA · 9:50 pm
Amazing!! So excited. Quick q — when's the first repayment come out?
Ben · 9:58 pm
Congratulations, it's such an exciting milestone 🎉 Your first repayment with Westpac will be one month after settlement — so around 15 September — and we've set it up to align with your pay cycle. I'll check in on settlement day to make sure everything goes through smoothly.
SARA · 9:59 pm
You guys have made this so easy, thank you 🙏🙏
Ben · 10:02 pm
Conversation complete
✓ Settlement confirmed
Loan details
- Lender
- Westpac
- Property value
- $1,180,000
- LVR
- 71.6%
- Rate
- 6.04% p.a.
- Est. settlement
- 14 Aug 2026
- Product
- Flexi First Option — Variable
Documents
10/10 complete
No vault linked to this application.