Back to applicationsManage documents in vault
The Nguyen Family
AssessmentAPP-2048 · Investment · with Kim Nguyen · Sunshine, VIC
Loan amount
$705,000
4
5
6
Next action
With NAB credit assessor — valuation ordered, ETA 2 business days.
Activity timeline
- Status update sent to client1h ago
SARA SMS'd the Nguyens with assessment progress
AI Agent - Valuation ordered2d ago
Investment property, Sunshine VIC
Lender - Lodged to NAB1w ago
All documents complete
Broker - Application submitted2w agoBroker
SARA kept the client in the loop
SARA AI SMS Agent
Loan application update · The Nguyen Family
Hi Kim & Long, quick update on your investment loan 🏡 Good news — your application has moved into assessment with NAB and the property valuation has been ordered. No action needed from you right now.
SARA · 10:20 pm
Oh great! How long does the valuation take?
The · 10:31 pm
Usually 2–3 business days for a property like yours in Sunshine. Once it's back and the assessor is happy, we'd expect conditional approval shortly after. I'll message you the moment there's movement 📩
SARA · 10:31 pm
Perfect thank you so much, this has been way less stressful than our last purchase 🙏
The · 10:34 pm
That's exactly what we like to hear 😊 You're in great hands — I'll keep you posted every step of the way.
SARA · 10:34 pm
Conversation complete
✓ Client updated & reassured
Loan details
- Lender
- NAB
- Property value
- $940,000
- LVR
- 75.0%
- Rate
- 6.19% p.a.
- Est. settlement
- 1 Sept 2026
- Product
- Tailored Home Loan — Investment I/O
Documents
Open vault9/9 complete
- Driver Licence — KimVerified
- Driver Licence — LongVerified
- Payslips — both borrowersVerified
- Existing loan statements (PPOR)Verified
- Rental appraisal — new propertyVerified
- Contract of Sale — investmentVerified
- Council rates noticeVerified
- Tax returns (2 yrs) — Kim (self-emp)Verified
- Privacy & credit consentVerified