Case study 2: Mary Azacca
Case study 2 for Mary Azacca is located in your subject room in KapLearn.
Task 21 ― Case study 2: Refinancing a home loan
One of your clients, Adib Bursal, who has used your service for several years, has referred a work colleague who is considering their options to refinance their loan. The colleague’s name is Mary Azacca.
The initial meeting with Mary was conducted over Zoom. Following the meeting, Mary forwarded basic information and documents sufficient to prepare a preliminary assessment.
Task 21: Question 1
A preliminary assessment is a document prepared by the broker and given to the borrower upon request. However, before the assessment is prepared, the broker must have a comprehensive idea of what the client requires.
To collect the information necessary to prepare a preliminary assessment, refer to case study 2 for Mary Azacca and complete the following tasks.
(a) Using the client information collection tool/fact finder, complete:
– assets and liabilities
– needs analysis
– anticipated fees and charges
– funds to complete.
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