Week Forty Eight Action Sheet
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Question 1 of 1
1. Question
UNDERSTAND WANTS OF A ‘SIMPLE CLIENT’.
DO A TICK AND FLICK.
CUSTOMER VS CLIENT
FACE-TO-FACE BRANCH NETWORK
FREE ATM ACCESS
GOOD INTERNET PLATFORM
FIXED RATE VS VARIABLE RATE
OFFSET ACCOUNT VS RE-DRAW FACILITY
ANNUAL FEE VS NO FEE
GOOD RATE
KNOW WHAT IS MOST IMPORTANT TO YOUR CLIENT, FROM EXPERIENCE A GREAT RATE IS A BONUS COMPARED TO OTHER WANTS.
UNDERSTAND PROBLEMS OF A ‘COMPLEX CLIENT’.
MULTIPLE COMPANIES, DIFFICULT TO PRESENT ALL NECESSARY INFORMATION.
CHOOSE A LENDER THAT ONLY NEEDS BUSINESS ACCOUNTS AND A LETTER FROM THEIR ACCOUNTANT.
UNDERSTAND PROBLEMS OF LENDERS.
KNOW THEIR BLOW-OUT TIMES AND OVER SELL THEM FOR MORE DAYS, NOT LESS, TO A CLIENT; KNOW RATE LOCKS, THE PROCESS AND WHEN IT NEEDS TO BE APPLIED,
ET CETERA; KNOW THE TIMELINES FOR PRE-APPROVALS TO ENSURE THEY REMAIN RELEVANT – IS IT A FULL APPROVAL SUBJECT TO FINDING A PROPERTY?
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