Sponsored content – Build strong client relationships: avoiding common application errors

by: Interbay Commercial
  • 18/11/2019
  • 0
Clients trust you to provide them with answers, just as you hope your business development manager will provide you with the best-possible case solutions.

 

Our team of experts will always go the extra mile to find solutions for your clients. Whether it’s helping them through changes in the market or spotting any potential pitfalls on a case –the better relationship we have with a broker, the easier it is to help them.

So that you can build great working relationships with your clients, we’re sharing some of the common case errors that we see and, more importantly, how you can avoid making them.

 

 

Provide all required documentation

  • This is the most common factor we face that delays applications, which is why we provide brokers with a check list of all the required documents. This includes evidence to prove identity and residency, bank statements, and proof of income; all of which are essential for cases to be completed on time.

 

Cover all the missing details

  • Details are essential for complex cases. Important information may include date of birth, nationality, or the National Insurance number for each applicant. If anything like this is missing, a case may be rejected. Make sure you crosscheck the little details, as this will help provide a smoother application process and limit potential delays.

 

Build a background to the case

  • The more background you provide on a case, the easier it can be for us to make a decision. Does the applicant have experience in this sector? How many properties are involved? What makes this case compelling? The more background and additional information you can provide the better.

 

 

Complex cases aren’t the easiest, so it’s vital that you approach them from every angle and don’t miss any essential information.

Our application checklist can also act as a handy reminder of what documentation to supply when submitting a case.

However, don’t forget that our senior business development managers are always on hand to make the complex simple, and will work with you to solve your cases.

 

Want to know more about InterBay Commercial?

Visit our website and see where we could help you with your next commercial, bridging or complex buy to let case.

 

 

 

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