Settled Scenarios
PRIVATE LENDER EXIT

Refinancing out of private lending after default

Owner occupied refinance away from a private lender, with the balance grown by enforcement costs and the applicant still inside his probation period.

$730k

LOAN AMOUNT

Owner Occ

SECURITY

1 payslip

EMPLOYMENT EVIDENCE

THE STORY

The file, in three parts

What the broker brought, how the credit analyst read it, and what settled

01 · The challenge

The applicants needed to refinance their owner occupied property away from a private lender. The male applicant had lost his job during COVID-19, the loan fell into arrears and then into default, and legal and enforcement costs lifted the balance from $675,000 to $730,000. By the time the file reached VMG he had secured full time work again, but he was still inside his probation period, so the standard employment evidence was not yet available.

02 · How VMG assessed it

Human underwriting read the direction of travel rather than the worst month on the file. The employment contract was accepted alongside a single payslip showing the salary credited to the applicant’s account, which confirmed the income was real and flowing even though probation had not ended. The arrears and the growth in the balance were treated as consequences of one job loss inside a defined period, not as a pattern of conduct. Because the purpose of the loan was to exit private lending, the structure itself removed the cost pressure that had been compounding the problem.

03 · The outcome

VMG settled a $730,000 refinance of the owner occupied property, moving the applicants off private lending and onto a single loan with clear terms. The couple exited a situation that had been accruing costs against them and returned to a repayment they could manage.

THE TURNAROUND

Before and after

The same file, before the refinance and at settlement.

BEFORE VMG

Loan in default with a private lender.
Balance has grown from $675,000 to $730,000 through legal and enforcement costs.
Male applicant recently re-employed but still on probation.
Standard employment evidence not yet available.

AFTER SETTLEMENT

Refinanced out of private lending.
One loan, one repayment, clear terms.
Employment accepted on contract, plus evidence that the salary had been credited.
Enforcement costs that had been compounding the balance were brought to an end.

💡THE VMG COMMON-SENSE ADVANTAGE

Probation is not the same as instability. A signed contract and evidence the salary is landing can be enough when a person reads the file.

HOW IT WAS ASSESSED

Human underwriting

Every file is read by a credit analyst, not scored by a system. There is no credit scoring, and no DTI or DSR ratio applied. The product and the terms depend on the individual file, so talk to your BDM about where a similar scenario fits.

Have a similar file?

Test the scenario with VMG credit before you lodge. VMG lends only through accredited mortgage brokers.

Related

More settled scenarios

FUTURE INCOME STREAM
Owner occupied purchase supported by PAYG salary and the remaining tranches of a business sale being paid out over five years.

$1.8m

LOAN AMOUNT

Owner Occ

SECURITY

5 years

SALE TRANCHES
LOW CREDIT SCORE
Seven loans consolidated for a borrower with a low credit score, all repayments current, after the file had been declined elsewhere.

$508k

LOAN AMOUNT

7 Loans

CONSOLIDATED

$525

MONTHLY REDUCTION
DEBT CONSOLIDATION
A tradesperson left solely responsible for eight loans after a separation, with repayments slipping as rates rose.

$552k

LOAN AMOUNT

8 loans

CONSOLIDATED

$1,290

MONTHLY REDUCTION

QUESTIONS

Frequently asked questions

Yes, case by case. There is no automatic exclusion for probation. Credit will look for an employment contract and evidence that the salary is being credited, and will consider the applicant's history in the same industry or role type. Talk to your BDM about how a particular file sits.
It can be considered. Files carrying arrears, defaults or private lending exits are assessed on their merits under human underwriting rather than filtered out by a score. Credit will want to understand what caused the arrears, what has changed since, and whether the new structure resolves the pressure rather than moving it.
Yes. Human underwriting is built around understanding the cause. Arrears traced to a single identifiable event, with evidence the applicant has recovered from it, read very differently to arrears with no explanation and no change in circumstances. Supporting documents that establish the timeline are worth including with the file.

All applications are subject to Victorian Mortgage Group’s standard credit assessment and lending criteria. Terms, conditions, costs and charges apply. This article is general information only and does not take into account your objectives, financial situation or needs.

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