Loan preferences

This section contains information about the applicants' loan preferences

• Why are you refinancing? (Refinance only)
• Desired loan amount
• Rate type
• Repayment type
• Loan term
• Repayment frequency
• Loan features

☝️

Your customer may answer 'Unsure' to some of these questions. In all situations it is always best to discuss their needs and requirements directly with your customer.