Recommend a product for the clients and explain your reasons for recommendation.

Complete a Loan Application & Recommend a product

Description

1. Recommend a product for the clients and explain your reasons for recommendation

2. List the supporting documents that would be needed to support the loan

3. Complete a loan costing sheet *

4. Complete a loan servicing calculation (NSR) *

5. Download and complete the FHOG application form that is relevant to your state/territory, from the internet (or print from Appendix 15)

6. Complete a loan application form (a blank Westpac loan application form has been provided for you which you should use) and complete all of the accompanying documents as provided for you.

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