What's a funding position, and why do you need one? This article answers both questions and shows you how to create a basic report, explore it, and share it with your client.
Last updated: February 2026 · Funding Positions
In This Article
Video walkthrough
Why create a funding position?
There are four main reasons reasons.
Create quotes quickly. In a couple of minutes, you can have a quote showing key information like costs and repayment figures. Export the document as a PDF with your branding information.
Save time. Reuse quote information to create other BrokerEngine documents, like Loan Submission Advice and Ready to Settle Advice. A great time saver to update clients and avoid rollbacks.
Help clients. Create a funding diagram to simplify complex deals.
Fast cost data. Quickly generate accurate costs with built-in calculators (e.g. Stamp Duty and LMI premiums).