Connective brokers have a very good track record with living expense assessments. However, it’s not easy to get it 100% right every time, so we’ve simplified things by putting all the information and reference materials you need in one place.
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Our Smart Mortgage Broker’s Guide to Household Living Expense Assessments eBook tells you everything you need to know about making a living expense assessment for every type of customer. |
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It works together with the Connective Best Practice Interview Questions for Good Customer Outcomes to help you ensure you always get an accurate result and stay on top of your compliance and responsible lending obligations. |
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We've also prepared a handy Living Expense Category Guide that you can brand with your company logo, save as a PDF and send out to your customers. This will help them understand what needs to be included when they complete the Needs Analysis. Download this handy guide to send to your customers
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Remember, if you have any questions or require assistance with a living expense assessment, your local Compliance Support Manager is ready to help. Simply click the help icon in Mercury to get in touch.
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