Connected workflow

Buyer property planning workflow

Check cash, costs, lending ratios and repayments in one flow.

NZ focused No input storage Estimate only

When to use this workflow

Use it when cash, costs and borrowing need to line up

Deposit, costs and borrowing values carry forward into a buyer summary.

Step 1

Compare required deposit with available funds.

Property price Savings KiwiSaver amount Other funds Target deposit percentagePlanning target only, not a lender requirement.

Required deposit$0

Total available funds$0

Deposit gap/surplus$0

Step 2

Add purchase costs outside the deposit.

Carried from Step 1Property price: $0

Legal fees LIM Building inspection Valuation Moving Loan fees Other costs

Total buying costs$0

Step 3

Estimate loan size, repayments, LVR and optional DTI.

Used in this stepProperty price: $0

Carried from Step 1Available funds: $0

Calculated from Step 2Buying costs: $0

Interest rate Loan term years Payment frequency Annual income for optional DTI

Estimated loan amount$0

Repayment estimate$0

Possible LVR0%

Optional DTI0.0x

Step 4

Review the connected estimate.

Required deposit$0

Available funds$0

Buying costs$0

Estimated loan$0

Repayment$0

LVR / DTI0% / 0.0x

Estimate only. Verify funds, costs, rates and lender criteria.

Use these for one buyer question.