Aaron shows how to collect real bank statements and payslips during loan meetings using a simple link clients click to send documents. Statements arrive in about ten minutes, letting you analyze numbers and focus the meeting on strategy instead of chasing paperwork.
Hey, it's Aaron from Diagnostics and Finance. Just a little tech time to how I deal with different aspects of my business. To make your loan process very, very simple. I was with a client the other day and I needed the bank statements, whether it was their home loan transaction account, credit card. And I spent a lot of the time in the meeting talking about the strategy, talking about you, talking about where you want to go, what your goals are, and what this application is going to mean to you. But then at the end, I needed the nitty gritty. There's always that little bit of nitty gritty that just hijacks the whole time sometimes that we talk about home loans. So we need the bank statements to be able to go into the bank supporting documents, and we need the real statements. We need it in a specific way. We can't use spreadsheets, we can't use quick files, and a whole range of different other things that Internet banking can spit out these days. So I was in the meeting, I gave them my link to be able to get the bank statements. We've got the bank statements, got the payslips within 10 minutes of the last time of the meeting. And most of the time of that 10 minutes was taken by finding the pay slips in their email. The rest of it with the bank statements, they just logged in. They click, click, click, click. And I had the statements by the end of the meeting. So that really helps get the analysis done if I take information away or we do the chat on the spot. So just a little tick. I make bank statements easy and I make the finance process very, very easy for you when you come into my business. All right, bye for now.
