Creating Your First Scenario
Build a loan scenario in under 2 minutes.
Scenarios are the core of BrokerIQ. Each scenario represents a potential loan deal — with borrower details, property information, loan structure, and lender matching all in one place.
- 1
Click 'New Scenario'
From the dashboard or the Scenarios page, click the 'New Scenario' button. Give it a title (e.g. the client's name or property address).
- 2
Enter property details
Add the property value, purchase price, and property type. BrokerIQ calculates the LVR automatically.
- 3
Add borrower information
Enter income, employment type, existing debts, and living expenses. The platform uses these to calculate borrowing capacity and serviceability.
- 4
Set the loan structure
Choose the loan amount, term, rate type (variable/fixed), and repayment type (P&I or interest-only). Add features like offset accounts or redraw if needed.
- 5
Review lender matches
BrokerIQ automatically matches your scenario against live lender products. Results are ranked by total cost, showing rate, fees, and eligibility at a glance.
- 6
Use the AI Copilot
The Copilot panel reviews your scenario and flags any issues — missing fields, risk warnings, or structuring suggestions. Ask it questions like 'What happens if we increase the deposit by $20k?'
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