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Grace Lombardi

Application
APP-2051 · First home · Coburg, VIC
Loan amount
$610,000
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Next action

Awaiting Aug payslips (SARA following up) before submission to credit.

Activity timeline

  1. Document follow-up sent20h ago

    SARA requested Aug payslips + updated savings statement

    AI Agent
  2. Full application started3d ago

    Property found — 12 Marne St, Coburg

    Broker
  3. Pre-approval issued5d ago

    Macquarie — $610k, 90 days

    Lender
  4. Fact-find completed6d ago

    Needs analysis & consent captured

    Broker
  5. Lead converted1w ago

    From Instagram enquiry

    AI Agent

SARA kept the client in the loop

SARA AI SMS Agent
Document follow-up · Grace Lombardi
Hi Grace! 🎉 Your file is moving along nicely. To get you across the line we just need 3 last things whenever you get a sec: 1️⃣ August payslips (x2) 2️⃣ Updated savings statement 3️⃣ A short gift letter for the $15k from family You can upload securely here: doylefinance.au/vault/grace
SARA · 4:10 am
Just uploaded the payslips and savings statement! What's a gift letter though? Is that a big deal?
Grace · 5:22 am
Got them both — thank you, they're verified ✅ A gift letter is just a short signed note from whoever gave you the $15k, confirming it's a genuine gift and not a loan you need to repay. Lenders ask for it so the funds count toward your deposit. I can send a ready-to-sign template — want me to?
SARA · 5:24 am
Yes please that would be great
Grace · 5:30 am
Sent to your email 📧 Your parents just fill in a couple of fields and sign — a photo of the signed copy is fine. Once that's in, you're document-complete and Jordan can submit to Macquarie. So close! 🙌
SARA · 5:31 am
Conversation complete
2 of 3 docs uploaded

Loan details

Lender
Macquarie Bank
Property value
$692,000
LVR
88.2%
Rate
5.94% p.a.
Est. settlement
17 Sept 2026
Product
Basic Home Loan — Variable (88% LVR, LMI waived*)

Documents

Open vault
6/8 complete
  • Driver Licence (front & back)Verified
  • Medicare CardVerified
  • Payslips — last 2 (July)Verified
  • Payslips — last 2 (August)Pending
  • PAYG Summary / Income StatementVerified
  • Savings account statements (3 mo)Under review
  • Gift letter (statutory declaration)Missing
  • Contract of SaleReceived
  • Privacy & credit consentVerified
Manage documents in vault