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Grace Lombardi
ApplicationAPP-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
- Document follow-up sent20h ago
SARA requested Aug payslips + updated savings statement
AI Agent - Full application started3d ago
Property found — 12 Marne St, Coburg
Broker - Pre-approval issued5d ago
Macquarie — $610k, 90 days
Lender - Fact-find completed6d ago
Needs analysis & consent captured
Broker - 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 vault6/8 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