In addition of providing loan consultation, what we really focus on is implementing the correct mindset about bank loan to our customers. The bank loan information is everywhere nowadays, and some of them are complicated. The “Loan Consultant” may mislead the client with improper method. As a result, client may fall into a wrong decision making or even losing at lower hand. In order to prevent more customers from falling into it, we provide the most professional loan knowledge and consultations to all clients as well. Not only that, to ensure that customers can successfully obtain their loan, we provide our professional case study for our customers to take into consideration in every aspect, and convey a good and constructive information.
Our Proposal Step:
1
Approach & Fact Find
To KYC client’s profile, identify & discover a client’s situation & criterial before proceeding to
next step.
2
Analysis & Problem Solving
We have a back-end team to analyze & rectifying client’s problem, measure potential risk and
provide genuine opinions before the consultant propose to our client by understanding client’s
needs.
3
Presentation & Assurance
Once our consultant finalizes the financial plan, they will send a proposal to our clients,
explain processing lead time, Pros & cons of the financial plan etc. To ensure our proposal fit to
the client’s need.
4
Liaise & Communication
Once client decided to engage with our services, we will start liaising with the relevant parties
to expedite the whole process, we will also follow up closely with the entire process.
5
Submission
Once documentation and everything are ready, we will submit the necessary application and
the result will be released soon. You will notify when the approval is right at the corner.
6
Final Approval
Once we got the approval, you will be informed via a message or calls from us or relevant
party. Meanwhile, our consultant will be still guiding you through the process till the end.
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