Match Detail

Lender Product
Finbase

Product: Non Construction

Type: bridging

Max LVR: 70.0%

Amount Range: $0 - $2,500,000

Max Term: 24 months

Rate: 7.45% - 9.45%

Contact: Song Song (021 581 835 ) | song.song@finbase.nz

Client Loan
Jonathan Ma

Purpose: bridging

Property Type: development

LVR: 62.92%

Amount: $2,800,000

Term: 5 months

Property Value: $4,450,000

Address: 12 Totaravale Street, Totaravale, Auckland

Total Score: 58.3 / 100 Ineligible

58.3%

Eligibility Filters

Filter Result Client Value Lender Requirement Note
Loan Type Pass bridging (development) bridging
LVR Limit Pass 62.92% 70.0%
Loan Amount Fail $2,800,000 $0 - $2,500,000 $2,800,000 > max $2,500,000
Security Type Fail development residential,commercial,vacant_land,rural,lifestyle development not accepted
Credit Score Pass - -
Monthly Turnover Pass - -
Property Owner Pass Yes Required
Borrower Type Fail - trust, limited_company Product targets: trust, limited_company; Client profile: none set

Scoring Breakdown

Dimension Raw Score Weight Weighted Score Visual
LVR Headroom 35.4 / 100 25% 8.8
35.4
Lender max LVR 70.0% - Client LVR 62.92% = 7.08% headroom. Formula: min(100, headroom/20 x 100) = min(100, 7.08/20 x 100) = 35.4
Interest Rate 83.7 / 100 25% 20.9
83.7
Rate = 7.45%. Formula: (20 - 7.45) / 15 x 100 = 12.55/15 x 100 = 83.7. (Scale: 5% = 100, 20% = 0, linear)
Loan Amount Fit 36.0 / 100 15% 5.4
36.0
Amount $2,800,000 exceeds max $2,500,000 by 12.0%. Formula: max(0, 60 - 0.12 x 200) = 36.0. (Partial score for near-miss)
Term Match 76.6 / 100 15% 11.5
76.6
Client term 5mo / Lender max 24mo = ratio 0.208. Formula: max(60, 100 - |0.208 - 0.5| x 80) = 76.6. (Best when ratio between 0.3-0.8)
Payment Flexibility 66 / 100 10% 6.6
66
Lender offers 2 type(s): interest_only, capitalised. Base = 2 x 33 = 66. Client has no preference -> 66
Turnaround Speed 50 / 100 10% 5.0
50
Turnaround time not specified -> default 50
TOTAL 100% 58.3
58.3
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