My Day
Wednesday 15 JulyOverdue 10
Follow-Up Sophie Marsh
Coastal CrossFit - Rig and Flooring Finance
She asked for a callback with numbers. Need her equipment invoices first.
Contacted $46,000
11 Jul
Follow-Up Steve Harrington
Harrington Vet Hospital - Imaging Equipment Finance
Collecting docs. Chasing his 2025 financials from the accountant.
Collecting Docs $155,000
12 Jul
Follow-Up Tony Rizzo
Rizzo Civil Contracting - Skid Steer and Attachments
Sent him the intake link. Chasing bank statements.
Contacted $86,000
13 Jul
Follow-Up Jo Calabrese
Bayside Cafe Group - Cafe Fit-out Finance
Emailed and texted Jo. Try again Thursday morning before the lunch rush.
No Answer $95,000
13 Jul
Follow-Up Craig Whelan
Whelan Demolition - Tipper Truck Finance
Workshopping between two lenders at single digit rates. Walking Craig through the options tomorrow.
Workshopping Deal $145,000
13 Jul
Follow-Up Shane Doherty
Doherty Earthworks - Grader Finance
Collecting docs. Good deposits history, one small default from 2022, explained and documented.
Collecting Docs $240,000
13 Jul
Follow-Up Bill Hendricks
Hendricks Family Farms - Property-Backed Expansion Loan
Valuation back, LVR comfortable. Workshopping between two property backed lenders at single digit rates.
Workshopping Deal $850,000
14 Jul
Follow-Up Marko Petrovic
Petrovic Haulage - Prime Mover Finance
Good chat with Marko, sent the checklist. He is pulling together the rate con contract and financials.
Contacted $265,000
14 Jul
Follow-Up Kylie Anderson
Coastline Freight - Refrigerated Trailer Finance
Left a voicemail and emailed the checklist. She is travelling until Thursday.
Contacted $98,000
14 Jul
Follow-Up Priya Sharma
Sharma Interstate Carriers - Prime Mover Upgrade
Docs coming in. Trade-in valuation booked for next week, then we can place it.
Collecting Docs $220,000
14 Jul
Coming up — next 7 days 1
Follow-Up Alice Cheng
Cheng Dental Group - Dental Chair and CBCT Finance
Workshopping with a medical specialist lender, 100 percent finance, no property security needed.
Workshopping Deal $260,000
16 Jul