Approval Check Call

Hi XXX

This is XXX calling from Up Loans. I just wanted to give you a quick call to let you know that we have received the full approval for your loan!

Our team will be in touch over the next couple of days regarding next steps and how to sign your loan documents.

What your broker would like me to do is get you booked in for a quick phone call.

Links to book in to brokers diary for settlement call

Phone call with Carrie 

Phone call with Carly 

Phone call with Keisha 

Phone call with Sam

 

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,

XXXX on behalf of XXXX