Most of my clients come to me through referral, Peter and Susan however, where lucky enough to stumble upon my service through the
internet.
When I first met with Peter and Susan I remember thinking to
myself that this loan should be pretty straight forward. However, as we began the loan application I found out that Susan wanted to quit her job to start a
new one, Peter works away, and that they will both be going away on
holiday three weeks before their loan is due to settle and will not be back till
a few days after.
We had to move quickly to get the loan approved ASAP so that
Susan, could hand in her notice and accept her new job offer. This was
made slightly more difficult by the fact that Peter worked away, all
application and documents had to be signed via fax and Susan had to gather all
his information for him. Between us we managed to get everything together
quickly and I lodged the application within a few days.
Once we had received formal approval, Susan was free to move to any job she wished. Before they
left to go away, I checked with the bank and the settlement agent to make sure
that absolutely everything was organised for settlement. I made sure I had
contact details for both of them for while they were away, just in case. A week
before settlement was due I rang the bank and the settlement agent again and
spent two hours going over absolutely everything and checking all the figures
to make sure nothing would go wrong at settlement. I then e-mailed Susan to
let her know everything was okay, so that it would put her mind at rest, and she could enjoy the rest
of her holiday without having to worry.
Settlement through without a hitch and their new house was waiting for them when they returned from their holiday.
With the recent increase in the First Home Buyers Grant you
probably know someone who is looking to buy their first home too. If you think
I could help them work through this complicated lending process would you
please call or e-mail me their details with a little bit about their situation.
Names have
been changed to protect the individuals privacy
