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5. preserve
it is here that we preserve our people, our planet and your pocket.
it is here that we check in on you, confirm your accounts are operational and fill [or] forward your $500. touch base with you, your loan and your rate. meet with you, to discuss your loan, your rate and your goals.
5.1 Six Week Review
[30 mins]
[objective] check in on you, confirm your accounts are operational and fill [or] forward your $500.
it is at this stage that we book a call to check in on you, your experience and walk through your bank accounts to ensure they are operational. if there are any concerns or issues with your loan or our services, we will go out of our way to resolve them.
5.2 Six Month Review
[30 mins]
[objective] touch base with you, your loan and your rate.
it is at this stage that we give you a quick call to check in on you, your loan and your rate. make sure you are happy and see if there is anything further that we can do to assist you.
5.3 Annual Review
[60 mins]
[objective] meet with you to discuss your loan, your rate and your goals.
it is at this stage that we meet with you to discuss your loan, your rate and your goals. make sure you are happy with your loan, rate and see how we can assist you further with your goals.