KEY CONTACT DETAILS: Loan Market Elevate
Rakesh Swami
Broker
rakesh.swami@loanmarket.com.au
0422 122 634
Karon Handy
Broker
karon.handy@loanmarket.com.au
0467 311 088
Mark Jackson
Broker
mark.jackson@loanmarket.com.au
0403 554 433
Michael Chadwick
Broker (GM)
michael.chadwick@loanmarket.com.au
0488 188 178
MARKETING MATERIALS & TOOLS: For sharing with customer when having the finance conversation.
→ Your Guide To A Construction Loan - https://online.flippingbook.com/view/771805086/ → Loan Market Elevate Flyer - https://online.flippingbook.com/view/25186625/
→ Borrowing Power Calculator - www.clarendon.com.au/nsw/finance → Loan Repayments Calculator - www.clarendon.com.au/nsw/finance
LOAN MARKET ELEVATE CUSTOMER TOUCHPOINTS
1. Tender Preparation Fee received Loan Market Elevate broker calls the customer to: → Introduce themselves and explain how they provide support early in the process.
2. Tender Presentation → Tender is presented by Sales Consultant or Tender Presenter - if customer accepts (or is likely to), they meet with Loan Market Elevate in person or via phone at the end of the appointment. → Loan Market Elevate to:
Collect the Tender Acceptance Fee.
Discuss how the build will be financed, outline finance requirements and if applicable, promote the benefits of financing through Loan Market Elevate (e.g. $10K deposit).
3. Building Contract Presentation → Building Contract is presented by Contract Presenter - if the customer signs (or is likely to), reintroduce Loan Market Elevate (in person or by phone). → Loan Market Elevate to: Confirm pre-approval status; pre-qualify if no evidence of approval is provided to ensure they can finance the build.
Discuss proof of funds.
Outline next steps - Order Home Owners Warranty (HOW) insurance and deposit due once HOW is received.
From here: The next steps during Pre-Construction will vary depending on whether the customer is financing their build through Loan Market Elevate, self-funding or using another broker / lender.
Call 13 63 93 | Clarendon.com.au
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