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Task 2 Prepare complex broking options You are required to prepare a proposal for Hahn and Deepa outlining the loan approval process and the transaction

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Task 2 Prepare complex broking options You are required to prepare a proposal for Hahn and Deepa outlining the loan approval process and the transaction rislts they should be aware of. Prepare the proposal document. in a suitable format: and explain the consumer loan options available to Hahn and Deepa. Outline the process that will need to talte place for them to complete the purchase of the property and construction of the three units. In developing your report. you should cover the following: 1. 1v'tfho the parties to the loans are. 2. Provide Hahn and Deepa with two initial loan products that would meet their requirements. Option 1: Residential home loan secured by the family home to provide the required equity lIITJ'ption 2: Property development loan to assist with purchase of land and construction. 3. Your recommendation for the best loan structure option for each loan. including: - amounts - secun'tytcollateral for each loan . terms - repayment types - L'v'Rs for each loan . explanation why each of the loans are suitable for the clients. 4. Provide Hahn and Deepa with a preliminary assessment. as required under your regulatory responsible lending obligations, outlining the three [3) lenders that provide the product required to facilitate this transaction, and advise the client of the product type. loan term. interest rate, ongoing fees and monthly repayment for each of the products. 5. Describe the procedure, from initial interview to unconditional loan approval: including documentation required from Hahn and Deetnsure you mention the compliance documents you need to complete. 6. Describe the client responsibilities: so Hahn and Deepa understand the facilities being proposed. ?. Outline the rislvts {potential and real} of which Ptahn and Deepa should be madam-incoming using their own home as security. 8. Prepare a full funding description including a summary of fees and charges for the initial purchase of the land through to completion of project. Ensure you include the costs for setup and those of the lender. 9. Prepare a time line for the project detailing payments and where funds will be obtained from. 1D. A request for the client to inform you of any questions about the transaction andt'or provide an instnuction for you to proceed. 11. Advise which relevant disclosures need to be made regarding broker remuneration. [SDI] words} NotesAny assumptions you make should be listed: and not be in conict with the case study information already provided

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