Discussions around the servicing of SME clients often revolve around helping them with business loan needs. But what about when that client needs a home loan?
This was the topic of discussion in this week’s episode of Finance Specialist.
Self-employed business owners can be tricky customers. A lack of documentation and irregular income can make for a challenge when securing a loan.
Accendo’s Trent Carter emphasised the avoidance of “lazy broking”. Don’t jump at the easy solution as it may not be right for that client. Brokers must assess the best long-term solution for the borrower.
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