Appointment Checklist Form

Appointment Details

Appointment date

Broker

General notes

Debts to be refinanced

Debts to be closed prior to application

Debts to be closed prior to settlement

Other settlement conditions to note

Exit strategy comments

ZEP fee applicable

ZEP fee comments

Anything else to note

Use the button below to print or save a PDF copy for the client and admin team.

Internal use – ZEP Finance. This form may contain confidential information.