AS KIRSTY IS AWAY UNTIL FEBURARY
PLEASE NOTE FOR KIRSTY’S SETTLEMENT CALLS:
1. CSM to do the approval call
2. Then to be booked into KD’s diary for 3rd February Settlement Call (if you can’t get them booked in Monday or earlier)
Hi is this XXX ?
Oh great, this is XXX here form Up Loans, I was just calling with some good news to let you know that we have just received the approval through for your loan.
Your broker is currently on leave until XXX but I know they would want me to pass on the good news to you straight away – so congratulations!
Our team will be in touch with you via email over the next day or so regarding the next steps and how to sign your loan documents. If you have any questions please let us know.
Your broker wants to get you booked into her diary for a quick 5 minute call this can be before or after settlement to suit.
Links to book in to brokers diary for settlement call
If we are not able to make contact with client then send email below:
Hi XXX
I just tried to give you a call and unfortunately was unable to reach you, however we have some exciting news that your application has been approved!
I’ve booked you in for a quick call with your broker to chat and check in, this can be before or after settlement to suit.
I’ve chosen a time that works in their diary but if it doesn’t work for you – you’ll get an email from calendly and you can reschedule on there to a time that suits you!
If you have any questions in the meantime, please don’t hesitate to let me know – your loan documents will be out soon with further instructions when we have them from the bank.
Thanks,
XXCSM on file regardless of who is callingXX
Client services manager