Download your best practice guides to Living Expense Assessments & Interview Questions.

Creating good customer outcomes is at the heart of everything you do as a mortgage and finance broker. However, getting all the information you need from a customer to help you provide a fantastic solution and meet your responsible lending obligations isn’t always easy.

These handy booklets provide all the information you need in one place. You’ll find they help you to perform accurate living expense assessments and conduct more effective customer interviews to determine your customer’s needs and objectives.

The Smart Mortgage Brokers Guide to Household Living Expense Assessments

As a broker, it’s important to perform an accurate living expense assessment to determine that your customer can comfortably afford to repay their loan once approved. This informative guide tells you everything you need to know about making a living expense assessment for every type of customer. It also includes handy links to other resources and information provided by the Connective Compliance Team to help make your job easier.

Best Practice Interview Questions for Good Customer Outcomes

Understanding your client’s needs and objectives is key to your responsible lending obligations. This Best Practice Interview Guide is aligned with the questions in the included in the Mercury Compliance Wizard. It is designed to inform your discussions with your clients and prompt further enquiries. Combined with your Preliminary Assessment, this guide will help you justify the solution and lender you offer to your customer.

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