Upswing Capital Client Application Portal V3

Mortgage application, document collection, broker summary and lender-ready export / 贷款申请、材料收集、经纪人摘要与 lender-ready 导出

apply.upswingcap.com.au

Welcome to Upswing Capital 中英双语

Your application should take approximately 10–15 minutes. You can save your draft and return later. Please enter information as accurately as possible so your broker can prepare your lender submission package.

欢迎使用 Upswing Capital 贷款申请系统。本表格约需 10–15分钟 完成。您可以保存草稿后继续填写。资料越完整，经纪人越容易为您准备贷款申请材料。

Important / 重要: This version saves drafts in the client’s browser and exports a submission package. To save directly into Microsoft 365, connect the webhook URL in the script section marked POWER_AUTOMATE_WEBHOOK_URL.
Status / 状态Draft
Progress / 进度0%
Documents / 文件0/8
Net Worth / 净资产$0
Estimated LVR / 估算LVR0%
0% complete / 已完成 0%

1. Application Control / 申请控制

2. Loan Objective / 贷款目标

3. Applicant Details / 申请人资料

Applicant 1 / 申请人1

Applicant 2 / 申请人2

4. Employment & Income / 工作与收入

Income Items / 收入明细

Type / 类型Owner / 所属人Annual Amount / 年金额Notes / 备注

5. Assets / 资产

Asset Type / 资产类型Description / 描述Value / 价值Ownership / 所属

6. Liabilities / 负债

Type / 类型Lender / 机构Limit / 额度Balance / 余额Monthly Repayment / 月供

7. Living Expenses / 生活支出

Category / 类别Monthly Amount / 月金额Notes / 备注

8. Security Property / 抵押物业

Address / 地址Type / 类型Use / 用途Estimated Value / 估值Existing Debt / 现有贷款

Funding Worksheet / 资金用途表

9. Documents / 材料上传

Upload Placeholder / 上传区域

In production, connect this to SharePoint Document Library via Microsoft Power Automate. / 正式版本建议连接 Microsoft 365 SharePoint 文件库。

10. Broker Notes & Compliance / 经纪人备注与合规

11. Review & Submit / 复核与提交

Total Annual Income / 年收入合计$0
Total Assets / 总资产$0
Total Liabilities / 总负债$0
Monthly Expenses / 月支出$0
Net Worth / 净资产$0
Estimated LVR / 估算LVR0%

Broker Summary Preview / 经纪人摘要预览