Being Lender Ready… The Joan System
By Yvette Wain
The JOAN system guides you towards compiling a complete file of all your financial documents and essential identification. It is easy to follow and organises your paperwork in a logical and methodical order.
After conducting many client interviews, we realised that many of our clients could not find some of their documents and would often spend most of the interview searching for them. Many loan applications are rejected/withdrawn simply because the client could not organise their documents to be submitted as one unit. JOAN will hopefully make your loan application, should it proceed, stress free. That’s not to say you will get the loan, but you will have done everything positive to support your application.
JOAN covers all the bases and even includes a yearly budget planner to keep you on track. Every section has a table to list all inserted documents. JOAN is reliable, organised and easy to use.