Complex Lending Assessment - Client Signed Privacy Consent - Engineering Assignment Help

Assignment Task :

Submission Part 1

• A completed Client Needs Review/Fact Find form which has allowed you to review and research your client’s information.

• A client signed Privacy Consent form to exchange personal information with other third parties. Because of the variances in the make-up of a number of the compliance forms used by the industry, this authority may already be included in the Credit Guide or other such compliance documents. At the end of the day, they all have the same meaning and intent.

A completed Statement of Credit Advice or a Credit Quote or a Credit Proposal Disclosure Document which you have presented to your clients’ with the recommendation of a lender. Your recommendation will in all probability provide the solution the clients are seeking. It should be in the appropriate format that the clients will easily understand. This document also serves as your authority to proceed with the lodgement of the loan application. 

• Complete Preliminary Assessment Checklist

• Completed Credit Quote 

• Provide a completed Compliance Checklist

• You must be satisfied that you have outlined the process that is required for the client to obtain appropriate finance and the risks (potential and real) of which your client should be aware.

Submission Part 2

A completed AAMC Training Assessment Cover Sheet in which you acknowledge the submission is all your own work. 

A fully completed loan application which will contain all documentary financial evidence to support the application such as:

• Financial Statements, Tax Returns, Trust deeds etc.

• Cash Flow Forecasts

• Offer and Acceptance or Contract of Sale for any purchase of real estate/ Invoice  or Offer to Purchase from a supplier for Plant and Equipment

• Evidence of any other debt your clients may have which allows a serviceability to be completed with all available facts. 

• A Serviceability Assessment to show clients can afford the loan requested. 

• Notes to the lender addressing the points as listed in line with the course notes titled lenders submission lender notes, for example:

• • Applicants’ details including history and needs

  • Purpose of loan

  • Brief details and value of security

  • Brief details of loan make-up

  • Loan amount requirement

• A SWOT analysis – refer to appendices for template of this document, you should also refer the results of your analysis in your notes to the lender.

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