Case study 3: Ravi & Alice Patel
Case study 3 for Ravi & Alice Patel is located in the subject room.
Task 23 ― Case study: Purchasing an investment property
Ravi and Alice Patel have approached you to arrange finance to purchase an investment property. The clients have already paid the 10% deposit, so you will need to act fast as they need to settle in 60 days.
Following the initial meeting, the clients have provided all of the essential documents to prepare a loan submission.
Task 23: Question 1
To commence the process, you need to enter the information collected into your aggregator’s CRM system. This will include:
(a) client information collection tool/fact finder
(b) assets and liabilities
(c) needs analysis
(d) credit representative notes
(e) anticipated fees and charges
(f) funds to complete.
Students succeed in their courses by connecting and communicating with an expert until they receive help on their questions
Consult our trusted tutors.