If you are not ready or willing to complete the accreditation and licensing requirements to enable yourself to introduce debt financing solutions to your clients, this option allows you to simply gather the required information on your client, pass this information to us via our proprietary on-line system, and allow one of our trained and experienced accredited finance consultants do the assessment work for you.

Process:

1. Gather your client's details and input them directly into our SourceGen Fact Find on our web site, allowing us to receive the information for assessment.
2. A Tandem Uehling consultant assesses the opportunity and will contact you to discuss and compare the options available for your advice.
3. The Tandem Uehling consultant returns to you a short form application for the  lender agreed upon, which best fits your client's needs.
4. Whilst this short form is making its way to you electronically, a request will be submitted simultaneously for that lender to produce pre-approval based on the client's submitted details.
5. You have your client review and sign the short form application and return it to Tandem Uehling with the required supporting documents.
6. The application is scrutinized along with the supporting documents.  If anything is missing or requires further explanation, dialog between the planner and the consultant occurs.
7. Pre-approval should have occurred.
8. Tandem Uehling mortgage professional submits electronic application to the lender or forwards full application and/or supporting documentation to the Tandem Uehling processing team.
9. Tandem Uehling processing team submits application to lender and manages the entire process through to settlement.
10. Tandem Uehling processing team provides up to date loan status to you the adviser.
11. Tandem Uehling processing team provides approval and settlement letter confirmations.
12. Tandem Uehling will remind you of milestones that are relevant to the loan.

Value Option.pdf