Customer Profile
Broker had a client wanting to get £35,000 for home improvements.
Scenario
This case came in on a Monday, client contacted the same day.
Tuesday fact find completed, lender sourced and API with the best option. No consent was needed from the first charge lender.
Wednesday presented client the options and docs were sent out.
Thursday client sent docs back, case was submitted with the lender, all requirements were met, and security calls were completed.
Friday, the Lender issued the offer, e-signature accepted and case was completed Friday afternoon.
Brilliant Solution
Due to the client's organisation and the broker fully prepping the client on what to expect made this case as smooth sailing as they come, resulting in one very happy client and broker.
Result
The case completed within one week.