HS-ALT-2417
Self-employed alt-doc refinance
Service line
Self-employed alt-doc refinance
Amount band
$700k - $900k
LVR band
65% - 72%
Region
NSW metro
Borrower type
Director income + BAS
Readiness
Docs mostly ready
Target timing
2-3 weeks
Capital partner portal
A broker-controlled workspace for private lenders and institutional capital partners.
This is the safe first version of a capital-side account. HarbourStep stays the intermediary, while approved partners see a masked opportunity board, request diligence, and only unlock deeper information through managed disclosure.
Tiered access
Applied
See portal overview, policy, sample masked cases, and onboarding requirements.
Approved
See masked live opportunities with loan bands, service line, region, readiness, and timing.
Paid diligence
Unlock richer case summaries only after approval, NDA, pricing, and disclosure review.
Why this version first
It keeps HarbourStep positioned as broker and case manager, not a public retail lending marketplace.
It lets us control privacy, borrower consent, and partner quality before deeper diligence starts.
It also creates a paid unlock layer instead of giving away sensitive deal intelligence for free.
Disclosure rules
What capital partners can see early
Case code, service line, amount band, LVR band, region band, borrower type, readiness, and timing.
What becomes available only after paid diligence
Suburb-level detail, servicing notes, broader financial ranges, and curated broker summary.
What stays hidden by default
Name, email, phone, DOB, full address, bank statements, tax files, ID documents, and raw uploads.
Commercial gate
Recommended unlock order: approved partner first, then paid diligence seat, then per-case unlock, and only after that any deeper handoff.
Masked opportunity examples
Masked board
HS-GUA-1092
Guarantor / family support purchase
Service line
Guarantor / family support purchase
Amount band
$850k - $1.1m
LVR band
80% - 90%
Region
VIC metro
Borrower type
First home family-backed
Readiness
Needs paid diligence
Target timing
3-5 weeks