Question: Scenario Part 3: Complete A, B, C and D below: The client in this scenario has agreed to meet with you, at their home, and
Scenario Part 3: Complete A, B, C and D below: The client in this scenario has agreed to meet with you, at their home, and you are now getting ready for your first meeting with this client. The meeting will allow you to determine the client's needs and to discuss potential loan options. Remember that Jonathon has not yet started to search for the home he wishes to purchase. A. In respect to your procedures and compliance obligations, there are 3 documents a mortgage broker should have in the first client interview, two of which should be provided to the client. List these 3 documents [2 Marks] and briefly outline each one [2 Marks]
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