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Scenario Hotline Success Story: Complex scenario made simple.

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Complex scenario made simple.

Customer Scenario 

The team received a more complex application to workshop through the Scenario Hotline. 

The deal involved finding the best loan structure for an application that had a private loan to two different couples, against two different business securities. In addition to that, the applicants were earning income through a family business whilst also being shareholders of their own company.

Workshopping the solution 

The Underwriter discussed the best way to submit the deal, what product was best suited to their situation and what documentation would be required for the application to move through the approval process smoothly.

Outcome

Between clear instruction from the Underwriter, to a broker who submitted everything required – the application went straight to unconditional.

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