| Source | Amount ($) |
|---|---|
| Applicant take-home pay | $ |
| Spouse / Partner take-home | $ |
| Other income 1 | $ |
| Other income 2 | $ |
| TOTAL INCOME (A) | $ |
| Expense | Amount ($) |
|---|---|
| Mortgage / Rent / Board | $ |
| Loans / Credit Accounts | $ |
| Credit Card (3% of limit) | $ |
| Fixed Living Expenses | $ |
| Insurance | $ |
| Other | $ |
| TOTAL EXPENSES (B) | $ |
| Asset | Value ($) |
|---|---|
| Home | $ |
| Contents | $ |
| Car(s) | $ |
| Term Deposits | $ |
| Other | $ |
| TOTAL ASSETS | $ |
| Liability | Amount ($) |
|---|---|
| Mortgages | $ |
| HP / Credit Accounts | $ |
| Bank Overdraft | $ |
| Other Loans | $ |
| Credit Card Limit | $ |
| TOTAL LIABILITIES | $ |
step 2 · install the bookmarklet
Pinegrove Auto · Smart Auto-Fill
Once you've clicked Generate Profile above, drag the button below to your bookmarks bar. The bookmarklet doesn't need to know each lender's specific field IDs — it scans every input on whichever portal you click it on, reads the label, and uses keyword pattern matching to decide what data belongs there.
Example field matching patterns
Lender Portal Compatibility
Install — 30 seconds
Fill in the loan form above and click Generate Profile
This saves the customer's data into your browser, ready for auto-fill on any of the lender portals listed above.
Drag the button below to your bookmarks bar
Drag it up to your browser's bookmarks bar. You only need to do this once.
Can't see the bookmarks bar? Press Ctrl+Shift+B (Windows) or Cmd+Shift+B (Mac) to show it.
Go to any lender portal (or our mock portal) and click the bookmark
The smart matcher fills what it can and shows a small overlay listing every field it filled and any it couldn't.
Review and submit
Sarah (or whoever is finalising the application) checks the overlay, fills any gaps, and submits as normal.
Bookmarklet code (auto-generated)
This is what runs when the bookmark is clicked. Built into the button above.
Try it — two paths.
Both run the same bookmarklet code. The Simulate path is zero-friction; the drag-to-bookmarks path is the authentic workflow.
1 · Simulate (zero friction)
Opens the Beacon Finance mock portal in a new tab and runs the auto-fill on load. Fastest way to see the pattern work.
Simulate auto-fill →2 · Drag the bookmarklet (authentic)
Drag the orange button above to your bookmarks bar. Then open the Beacon Finance mock portal and click the bookmark there.