One of the most important, but commonly overlooked areas is that of Post Settlement Management. Once a loan settles, we have a team, dedicated to ensuring your clients’ needs are satisfied and any requests are serviced.

This includes:

• Redraw requests
• One off payments
• Variations to existing facilities
• Arrears management
• Rate change letters
• All general enquiries

All general enquiries

It is our role to place your company in the best possible light to maximise the referral opportunities for you.

We will advise you of any significant transactions such as requests for payout, increases, or copies of loan statements. This service is free to your client and ensures that your company is kept informed at all times, to make certain that you keep receiving trailing commissions for the longest term possible.

Our team has many years experience in liaising with borrowers and you can rest assured that our friendly and professional service will operate as an extension of your business.