me of your clients, Adib Bursal, who has used your service for several years, has referred a work colleague ho is considering their options to refinance their loan. The colleague's name is Mary Azacca. he initial meeting with Mary was conducted over Zoom. Following the meeting, Mary forwarded basic formation and documents sufficient to prepare a preliminary assessment ask 21: Question 1 preliminary assessment is a document prepared by the broker and given to the borrower upon request. owever, before the assessment is prepared, the broker must have a comprehensive idea of what the client quires. o collect the information necessary to prepare a preliminary assessment, refer to case study 2 for Iary Azacca and complete the following tasks. Using the client information collection tool fact finder, complete: assets and liabilities needs analysis anticipated fees and charges