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

Entry Finance website www.entryfinance.com.au

Stella Anderson Client Profile.pdf

https://vsubscriberresources.s3.amazonaws.com/610a1c0c78dfe.pdf

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

Stella Anderson Client Profile and Intro

https://drive.google.com/file/d/10kpBeyhQlWzLP5nUOsOnl2tAfgBS0wkH/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.