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.

Compliance Topics
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square

Premium Brokers are Accredited Members of Vow Financial Pty Ltd and
the Mortgage & Finance Association of Australia.   Premium Broker Pty Limited ABN 40 105 746 692

© Premium Broker Pty Limited
Australian Credit Licence 392625