Our Flexible Options
Flexible options to meet the needs of your firm
As all companies are different and business flows vary during the year, Advisor Financeª offers you a flexible range of options
OPTION A
A member of your team becomes accredited to sell loans.
Advisor Finance will assist your staff member with training, coaching and accreditation with lenders.
OPTION B
An accredited member of your team interviews the client and Advisor Finance processes the loan.
Advisor Finance will support your team with credit policy coaching and will process and manage the loan until settlement.
OPTION C
Your firm refers the client to one of Advisor Finances lending specialists.
An Advisor Finance lending manager will interview the client in your office, the client's business or their home.
The structure is so flexible that you choose the way you want to proceed on a deal by deal basis eg. you may choose to write a home loan and refer the client for a lease.
