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After the conversation you had with the clients (previous task) and according to your regulatory requirements, you are to record your interaction and agreement in
After the conversation you had with the clients (previous task) and according to your regulatory requirements, you are to record your interaction and agreement in writing. You are to use the template provided to write an email to your client to highlight the following: Confirm the credit option selected and attach the product comparison and the Loan Structure for the clients' records Notify the clients of the required documents and evidence under the chosen credit option. This should include: Outstanding supporting documentation (you are to check the documentation already provided by the clients from the case study and request the outstanding documentation) Common lender's forms requested Define the post-broking service you will provide the clients with after settlement of their loan
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