Service Charter - A Step by Step Guide
 
Step 1 - The Fact Finder
The first stage is a Fact Finder to obtain and understand the details of the clients current financial position.
 
Step 2 - The Needs Analysis
Paul then conducts a thorough Needs Analysis to understand his clients current needs, and long-term goals.
 
Step 3 - The Loan Options
The next step is to present the best loan options available to suit the clients current financial requirements, and to explain the features and benefits.
 
Step 4 - The Approval
In order to obtain Finance Approval, Paul will not only prepare and submit the finance application to the Lender, but also proactively manage the entire process in order to meet the required timeframes.
 
Step 5 - Post Settlement
After the loan is settled Paul offers a personised banking service that promotes a "client for life" experience.  His clients receive regular Newletters, Interest Rate Updates, and Finance Reviews.