Section 4: Case studies
Case study 1: Philip and Jennifer Brown
The case study is located in the subject room in KapLearn.
Often client meetings occur in the form of a face-to-face meeting, typically at the broker’s office or in the client’s home or workplace. As technology has developed, it has made different forms of client contact possible using software such as Zoom. Conducting online meetings has become more acceptable and can also be quite convenient for some clients.
Task 16 ― Case study: Purchasing an owner-occupied home
It is time to prepare to meet with your first client, Philip and Jennifer Brown. As the broker, you need to consider a range of obligations when dealing with a customer. This section will consider some of these obligations.
Task 16: Question 1
You have just made an appointment over the phone to meet with Jennifer and Philip.
Prepare an email outlining the purpose of your first meeting. In the email, make sure you also cover the following points.
(a) What documents would you attach to the email?
(b) Include the following information in your email:
(i) the services, values and capacity your organisation has to offer
(ii) your background, credentials and your role as their broker
(iii) the commercial relationship that your firm has with the product providers (i.e. the lenders on your panel).
Hint/Tip:
You can base your response to Part (b) on the CCF & MB business case study located in the subject.
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