Make every customer conversation
feel clear and confident.
Quickly estimate repayments, check vehicle-age options, follow a consistent application checklist and keep your customer scripts close at hand.
Quick tools
Choose the next step in your customer conversation.
Keep the conversation customer-first
A few simple habits support a smoother finance experience.
Start with their needs
Confirm what the customer wants to achieve, ask how they prefer to pay, and explain that estimates can change after the lender reviews the application.
Explain, check, document
Make sure the customer understands the figures, optional products, fees and key obligations. Follow Westpoint and lender procedures for consent, privacy, identity checks and records.
Repayment calculator
Enter the deal structure, select a payment frequency, then compare all terms from 1 to 7 years.
Deal details
Yellow fields are editable. Repayments update as you type.
Vehicle and contribution
AUDEstimated repayments
Select what the customer wants to see.Vehicle-age finance options
Use the vehicle compliance date to estimate its age, then view product types and indicative rate ranges.
Find options
Confirm current lender criteria before discussing availability.
Application and vehicle
✳ EDITABLEIndicative options
Vehicle age: 2 yearsReference rate card inputs
Editable assumptionsAdjust these when you have an updated lender bulletin. Use decimal percent values, e.g. 8.19 means 8.19%.
Customer application checklists
Work through the questions naturally. Confirm exact evidence and forms from your current lender and Westpoint process.
Consumer application
0 of 0 completeUse these prompts to understand the customer’s circumstances and finance needs. Ask sensitively and record accurately.
Scripts & follow-up
Open a script, personalise the fields, then copy it for your conversation or message.