1. Customer Data Input
2. System Generate Solution A, B, C
3. Customer
4. System Input
5. Bank Personal Loan Application
6. Invinity Personal Loan Application
7. Know-Your-Customer (KYC) Questionnaire (IM2U)
8. Know-Your-Customer (KYC)
9. Property Mortgage
10. Customer Document Compilation Checklist (Payslip/IC etc)
11. Appointment with Customer
12. Advisory/ Non-Advisory
13. Property Purchase
14. Bank Loan Application
15. Property Mortgage
16. Proposal Milestones (Amount & Miletones)
17. SSA Evaluate & Propose Service
18. Customer
19. Bank Letter Offer
20. Bank Loan Agreement
21. Personal Loan (Bank)
22. Mortgage Insurance
23. Property SPA
24. Invinity Personal Loan
25. Letter Offer & Loan Agreement
26. Letter Offer & Loan Agreement
27. Customer
28. Consent (RAMCI & CTOS, PDPA, SSA SOLUTION FORM, KOHATA MEMBERSHIP, STATUTORY DECLARATION (KOHATA)
29. Establish Proposal
30. Initial Proposal
31. SSA Obtain Initial Proposal Approval
32. Customer
33. Consent (RAMCI & CTOS, PDPA, SSA SOLUTION FORM, KOHATA MEMBERSHIP, STATUTORY DECLARATION (KOHATA)
34. Initiate Processing
35. Initiate Operations
36. Indicate Drop Case
37. Proposal Milestones (ie Settlement Amount & Deadlines)
38. Proposal Review & Approval
39. Mortgage Loan
40. Personal Loan (Bank)
41. Mortgage Insurance
42. Property SPA
43. Invinity Personal Loan
44. Deliver Signed Agreement To Developer
45. Deliver Signed Agreements To Bank/ Lawyer For Stamp Duty
46. Client Sign
47. Update PMP System On Loan/ Settlement Progress
48. PMP System Update
49. Mortgage Insurance
50. Submit Application To Insurance Company
51. Complete Application Form
52. Customer Document Compilation
53. Application Form
54. Customer Document Compilation
55. Submit Application Form & Document To Operations
56. Apply with Insurance Company
57. Obtain Policy Number & Submit To Sales
58. Approval
59. Submit Policy Document & Number To Customer
60. Record Successful Applications
61. Issue Insurance Policy/no.
62. Customer Survey
63. Insurance Application Report
64. Insurance Application Report
65. Invoice
66. Settlement
67. Property Purchase
68. Settlement
69. Monitor Deadline & Progress
70. Obtain Signing Date for LO, LA and/or SPA
71. Customer
72. Submit Application To Bank
73. Approval
74. Record Successful Applications
75. Arrange For Agreement Signing (LO,LA,SPA)
76. Application Form
77. Customer Document Compilation
78. Inform Sales
79. Personal Loan Application Report
80. Issue Invoice
81. Invoice
82. Customer Survey
83. Submit Application To Invinity
84. Approval
85. Inform Sales (Refer Above)
86. Inform Sales
87. Coordinate with Lawyer & Bank To Prepare LO, LA According to Deadline
88. Letter Offer
89. Loan Agreement
90. Record Successful Applications
91. Personal Loan Application Report
92. Coordinate with Lawyer To Prepare LO, LA According to Deadline
93. Letter Offer
94. Loan Agreement
95. Issue Invoice
96. Customer Survey
97. Customer Survey Form
98. Submit Application To Bank
99. Application Form
100. Approval
101. Record Successful Applications
102. Coordinate with Lawyer & Bank To Prepare LO, LA According to Deadline
103. Issue Invoice
104. Mortgage Loan Application Report
105. Letter Offer
106. Loan Agreement
107. Inform Sales
108. Customer Survey
109. Application Form
110. Customer Document Compilation
111. Input PMP System For Property Related Proposals
112. PMP System
113. Arrange Vacant Possession
114. Inform Sales
115. Commission Report
116. Invoice
117. Commission Report
118. Commission Report
119. IM2U
120. Customer Document Compilation
121. Customer Document Compilation
122. To include legal and confidentiality requirement And include Financing of Legal Fees
123. Check with Jackson on the Legal Fees estimate markup percentage for all banks
124. Legal Fees need to follow up on discount and profit
125. Loan Submission Policy
126. Additional Note
127. Customer Service Report
128. Customer Survey Form
129. Customer Service Report
130. Customer Survey Form
131. Customer Service Report
132. Customer Survey
133. Customer Survey Form
134. Customer Service Report
135. Property Purchase Report
136. Commission Report
137. Customer Survey Form
138. Customer Service Report