PLEASE PROVIDE ME THE SCRIPT FOR THE FOLLOWING ROLEPLAY VIDEO

Resources

You need access to the following resources:

• Learner Guide

https://vsubscriberresources.s3.amazonaws.com/610a22b172eee.pdf

• Scenario in this case study
• Computer, internet
• Financial Situation Assessment
• Options Research Plan
• Final Options Overview
• BYOB Procedure Manual_July 2021 https://vsubscriberresources.s3.amazonaws.com/610a190c17d56.pdf

Student Instructions

1. a)Access the following client profile and intro video:

David & Debbie Parker Client Profile and Intro

610a1f93e80d6.pdf (vsubscriberresources.s3.amazonaws.com)

https://drive.google.com/file/d/1BVwHi63RRQUmv5GtjcRliymwQjPRv5ZE/view?usp=sharing

b) Make a short presentation for your client and ensure the following:

• Identify your client's priorities, goals and expectations
• Confirm understanding of the client needs
• Explain the finance and mortgage broking process to each client
• Outline your role as a Loan Broker and your credentials
• Discuss your organisation's offerings in terms of products and services
• Explain the complaints handling procedures with the clients.

You may need to access the BYOB Procedure Manual to gain an understand of the complaints handling process. You are required to submit a video to address your client, ensuring you cover each criteria listed above.