At Co-Pilot Finance & Insurance, we understand that timing can be crucial in financial transactions. This was evident in a recent success story where our consumer consultant, Daniel, guided a client through a challenging deal with an extremely tight deadline.
Case Overview
- Client Background and Initial Requirement: The client was in the process of finalising the purchase of a second property when they encountered a financial hurdle.
- Dealing with Financial Barriers: Two days before signing the contract for their investment property, the client realised they were $30,000 short on the required deposit. Having already drawn down on their current home loan, they needed to secure a personal loan to cover the shortfall within 36 hours.
- Rapid Solution Implementation: Upon first contact with Daniel at 5 pm, he immediately began working to find a lender who could accommodate the client’s needs based on both their existing and new mortgage. Daniel escalated the deal with the lender to ensure a fast turnaround.
Efficient Financing Outcome
By midday the following day, just 17 hours after the initial conversation, the client’s personal loan was approved, and the funds were transferred by the end of the business day. This enabled the client to secure a $30,000 personal loan and proceed with the settlement of their investment property the next day.
Commitment to Customer Service
At Co-Pilot Finance & Insurance, customer service and excellence are our core values. Daniel’s dedication and industry relationships played a key role in securing the best result for the client, demonstrating the extensive capabilities of the Co-Pilot Finance & Insurance panel.
