Free tool
File note template library
Free file note templates by profession - the sections a defensible note should cover, ready to copy. Brokers, advisers, lawyers, accountants and agents.
Pick your profession, then copy the whole template or one section at a time.
Mortgage broker file note
Client and call details
Client name:
Date and time:
Call type (inbound / outbound / in person):
Others present:
Requirements and objectives
What the client wants the loan to do, in their words:
Timeframe:
Priorities (rate, repayments, flexibility, certainty):
Financial situation
Income:
Expenses:
Existing debts:
Reasonable inquiries made to verify the above:
Suitability (s130 not unsuitable)
Recommended product:
Why it is not unsuitable for this client:
Risks discussed and how they were addressed:
Disclosures and next steps
Credit Guide, fees and commissions explained:
Action items:
Follow-up date:
General guidance, not legal advice. These templates are a starting point. Adapt them to your licensee's requirements and your professional obligations. CallNote receives the transcript your call system makes - it does not record or transcribe the call.
Free sample
See what a finished file note looks like.
Pick your line of work and we'll send a sample note written from a mocked call. No account, no card, and nothing from your own client files.
One sample note, plus the occasional CallNote update. Unsubscribe any time by replying. We never ask for your call recordings or client files.
A template is a start. A finished note is the point.
Skip the blank template. CallNote fills it in for you.
Set your template once and CallNote writes each section from the transcript your call system already made, in your house style, in about two minutes. You review and lodge.
No credit card. Unlimited notes. Built in Australia.
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