FNS40815 Certificate IV in FINANCE & MORTGAGE BROKING FNSFMB403 Present broking options to client

Assessment 2 - Performance

Section 1 - Review case Study

Section 2 - Assess Action Required

Now complete each of the following steps:

1. Assess whether the lender correctly identified and documented relevant product information that met the client's needs, and presented suitable options to the clients at a level of their understanding

2. How would you negotiate effectively and gain commitment from clients to settle the complaint?

3. Discuss and document what implementation actions you would put in place in anticipation of the loan application proceeding.

3. Discuss and document what Implementation actions you would put In place In anticipation of the loan application proceeding