https:
entryeducation.app.axcelerate.com/management/showDoc.cfm?DocID=416451&User= XXXXXXXXXX&access=5421897E16585A96DE6826918CB3FCC3
Section 2
In the response areas below, prepare 3 emails to each client noting the lender specific application forms you need from each different lender. Please refer to the scenario page for reference. Note in the emails which forms need signing. You must also included here some timeframes to the client as to how long a response is expected once the forms are returned and sent to lender. It is business practice to send the forms off first thing in the morning once received from the clients to the lenders.
Ha
ison Ford email
Ca
ie Fisher email
Ryan Gosling email
Section 3
NAB have come back to you regarding Ha
ison’s application. The income does not appear to be co
ect and the monthly living expenses appear low.
In the response section below, draft an email to Ha
ison advising him that you need him to amend his living expenses, do not tell him what the bank advises the figure should be. Use some language to query a few costs. Maybe he has not included the cost of all insurances (car, home and contents etc for when he moves into a home. Under transport, does this include petrol, maintainence, roadside assistance etc. Has he included rates and gas and electricity etc.
As NAB advised Ha
isons income was not co
ect, you have decided you need to check the input of all 3 into each lender portal. Complete the annual gross income for all 3 clients based on payslips in the below response area:
Ha
ison Ford
$80000
Ca
ie Fishe
$55000
Ryan Gosling
$125000
Section 4
Loan non offer - Adelaide Bank
Refer to the notes in the scenario page. Draft an email below to Ca
ie, inform her the loan was declined at this stage. Give her some hints and tips to improve her situation and ensure you send it in a professional and positive manner that you hope she will come back to you when her situation is better.
Email to Ca
ie:
https:
entryeducation.app.axcelerate.com/management/showDoc.cfm?DocID=416451&User= XXXXXXXXXX&access=5421897E16585A96DE6826918CB3FCC3
Section 2
In the response areas below, prepare 3 emails to each client noting the lender specific application forms you need from each different lender. Please refer to the scenario page for reference. Note in the emails which forms need signing. You must also included here some timeframes to the client as to how long a response is expected once the forms are returned and sent to lender. It is business practice to send the forms off first thing in the morning once received from the clients to the lenders.
Ha
ison Ford email
Ca
ie Fisher email
Ryan Gosling email
Section 3
NAB have come back to you regarding Ha
ison’s application. The income does not appear to be co
ect and the monthly living expenses appear low.
In the response section below, draft an email to Ha
ison advising him that you need him to amend his living expenses, do not tell him what the bank advises the figure should be. Use some language to query a few costs. Maybe he has not included the cost of all insurances (car, home and contents etc for when he moves into a home. Under transport, does this include petrol, maintainence, roadside assistance etc. Has he included rates and gas and electricity etc.
As NAB advised Ha
isons income was not co
ect, you have decided you need to check the input of all 3 into each lender portal. Complete the annual gross income for all 3 clients based on payslips in the below response area:
Ha
ison Ford
$80000
Ca
ie Fishe
$55000
Ryan Gosling
$125000
Section 4
Loan non offer - Adelaide Bank
Refer to the notes in the scenario page. Draft an email below to Ca
ie, inform her the loan was declined at this stage. Give her some hints and tips to improve her situation and ensure you send it in a professional and positive manner that you hope she will come back to you when her situation is better.
Email to Ca
ie: