Our update from ‘The Lending Lowdown’ brings you up to speed on how to package the perfect case and boost your clients chances of success.

That way, you’ll know exactly what you need to provide to avoid delays, referrals and declines.  And the next time you start an application, you’ll have an open and shut case.

When it comes to packaging a case, did you know:

  • Visit the broker portal where you will find a simple checklist that tells you exactly what you’ll need to provide
  • Giving us additional documents and bank statements can cause unnecessary delays – so only give is what we ask for
  • It’s easier for us to review an application once we have every document – so hold off and upload your docs together
  • You can leave a note on the portal to highlight anything to us that you think we may query

Read the full article here:

https://themortgagelender.com/content-hub/broker-guidance/lending-lowdown-how-to-package-the-perfect-mortgage-case?utm_source=Nat+Accounts&utm_medium=30+May&utm_campaign=Package+success&utm_id=Weekly+content

We consent and encourage for this release to be used in any weekly round up/newsletter/email/social comms if applicable.

If you have any questions or require any further information, please get in touch and let me know.