Discuss the process you would follow initially with client


Problem

You have a client that you recently did a home loan for a few months ago, you set up a MAV package loan with Commbank and the clients have 3 offset accounts. Your client has done some basic calculations and it appears the funds in one of the offset accounts is not affecting the interest charged on the loan. There is $50,000 in there so it should make a difference! In the response box below, detail the process you would follow initially with your client and then if this did not resolve the issue the next stage of process.

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Financial Accounting: Discuss the process you would follow initially with client
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