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June 2019

  1. Home
  2. Monthly archive
  3. June 2019
  • Contact process underway

    Submitted by les_7 on Thu, 2019-06-27 11:45

    <p>Have signed privacy drivers license Medicare and basic client details, will begin to complete application form and will then contact client to finalise the rest of the application, will run credit check now to confirm clients credit history</p>

    • Read more about Contact process underway
  • Submitted for settlement

    Submitted by les_7 on Thu, 2019-06-27 10:57

    <p>resubmitted to settlement this morning, have return email from lender advising confirmation of receipt of the email sent to their settlement department</p>

    • Read more about Submitted for settlement
  • Submitted for settlement

    Submitted by les_7 on Thu, 2019-06-27 10:56

    <p>spoke to employer, client is paid under separate company structure, I think it is to reduce their exposure to payroll tax, matter resolved, met with applicant again at his home address 4.30pm on the afternoon of 26.06.19 resigned documents and will resubmit to settlement</p>

    • Read more about Submitted for settlement
  • Submitted for settlement

    Submitted by les_7 on Thu, 2019-06-27 10:54

    <p>submitted for settlement, an issue with mismatched payslips, will talk to employer to resolve issue</p>

    • Read more about Submitted for settlement
  • Submitted for settlement

    Submitted by les_7 on Wed, 2019-06-26 10:19

    <p>dealer invoice received deal now packaged for settlement</p>

    • Read more about Submitted for settlement
  • Submitted for settlement

    Submitted by les_7 on Wed, 2019-06-26 10:19

    <p>Packaged deal to submit for settlement, advised dealership to forward dealer invoice</p>

    • Read more about Submitted for settlement
  • Sign up appointment

    Submitted by les_7 on Wed, 2019-06-26 10:18

    <p>Met with the applicant at 6.45 pm at clients address, went through everything, mde sure the client understood everything, no pressure, client understood his obligations under the loan contract and signed all relevant documents</p>

    • Read more about Sign up appointment
  • Credit Outcome, client advised

    Submitted by les_7 on Tue, 2019-06-25 11:43

    <p>Client advised of the outcome, face ot face at the applicants address around 8.15 pm on the evening of the 24th June, 2019, we have set the sign up for after 5 pm today being the 25th June 2019</p>

    • Read more about Credit Outcome, client advised
  • Credit decision outcome

    Submitted by les_7 on Tue, 2019-06-25 11:40

    <p>Went to the customers address obtained a copy of the certificate of currency via email, as well as bank statements via the TLLG bank statements link, to further verify current address of applicant as one of the lenders settlement conditions.</p>

    • Read more about Credit decision outcome
  • Credit decision outcome

    Submitted by les_7 on Tue, 2019-06-25 11:38

    <p>Application approved, subject to obtaining insurance details so we can generate&nbsp;documents for the client to sign</p>

    • Read more about Credit decision outcome
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