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This Assignment requires you to apply your knowledge of residential property lending products and needs and use the six-step process to: Residential Property Lending Strand Assignment, MU, NZ

University Massey University (MU)
SubjectResidential Property Lending Strand

This Assignment requires you to apply your knowledge of residential property lending products and needs and use the six-step process to:

a. Establish and define your relationship with your clients (31879 1.1) (31877 2.2)

b. Determine clients’ borrowing goals and collect qualitative and quantitative client information for the agreed scope of service (31879 1.2) (28385 3.1) (31876 1.1, 1.2, 1.3, 1.4)

c. Analyse and evaluate your clients’ information to determine the client's financial situation (31879 1.3)  (28385 PC 3.2, 3.3); (31876 PC 2.1, 2.2, 2.3); (31877 PC 1.2 part, 2.2, 3.2)

d. Develop residential property lending recommendations and present them to the client (31879 1.4)   (31876 PC 1.5); (31877 PC 1.1, 1.2 part, 1.3, 2.2)

e. Implement residential property lending recommendations (31879 1.5) (31877 3.1)

     Monitor and review your recommendations (31879 1.6)

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