C.10 Compliance - Exit Plan
Fact Find - Exit Plan
Most Lenders required a clear exit plan especially for applicants over 50 years old. As a responsible lenders Premium Brokers must discuss an exit plan with their clients and make notes.
SOCA - The Other Comments section of Vownet is a MailMerge Field in our SOCA
HINT - After discussing the exit plan with a client note the proposed retirement age of the clients and in Other Comments section make comments about the clients exit plan.