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Filomena is a real estate agent who is one of your referrers she has recommended Izzy and Eduardo approach you for a home loan, which

Filomena is a real estate agent who is one of your referrers she has recommended Izzy and Eduardo approach you for a home loan, which they have done via email. They would like a particular type of product; however:

You are not accredited to provide this product at the moment, but it is a product in your aggregator's panel.

You are not sure if it would actually be in their best interest financially; what are your obligations?

They have indicated it time sensitive as they have signed a conditional contract.


Write a professional email to Izzy and Eduardo and explain the factors involved in determining what loan product would be in their best interest and whether you can assist them.

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Subject Regarding Your Home Loan Inquiry Dear Izzy and Eduardo I hope this email finds you well I appreciate your interest in obtaining a home loan an... blur-text-image

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