Filomena is a real estate agent who is one of your referrers she has recommended Izzy and
Question:
Filomena is a real estate agent who is one of your referrers she has recommended Izzy and Eduardo approach you for a home loan, which they have done via email. They would like a particular type of product; however:
You are not accredited to provide this product at the moment, but it is a product in your aggregator's panel.
You are not sure if it would actually be in their best interest financially; what are your obligations?
They have indicated it time sensitive as they have signed a conditional contract.
Write a professional email to Izzy and Eduardo and explain the factors involved in determining what loan product would be in their best interest and whether you can assist them.
Advanced Financial Accounting
ISBN: 978-0137030385
6th edition
Authors: Thomas Beechy, Umashanker Trivedi, Kenneth MacAulay