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In a client meeting the goals and objectives you have are the best way to spend time. There is a lot of details at times in collecting information from you the client when it comes to an application. For Example, Bank statements. πŸ“„πŸ“„

The issues I find is that clients will send:

➑️ CSV – excel files where I can not send these to the bank
➑️ Internet banking transaction without a full statement to help with determining ownership
➑️ Or it is really time consuming to get the home loan, credit card, multiple transaction accounts statements all at once

In my meeting I have access to a system that allows for discussion on the strategy and leaves the document collection especially statements to a simple login and click, click, click and the statements are sent to me.

Full process takes at least 5-10 minutes OR LESS. ⌚️⌚️


If you are not working with a good broker call me now
Aaron – 0459460773

#homeloans #mortgagebroker #bagpipingmortgagebroker #bestinterestofclient