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Finance Tracking

Franchisors and your clients need to use the Finance Tracking tool to monitor where in the process they are, what comes next and how you are performing.

LISTING DETAILS


Title: Demonstration Listing Amount: $500,000
Description: I need finance to buy a new franchise unit in Maryborough. Deadline: Within the next 3 months
Purpose: New Franchise Unit purchase Posted By: Franchisee One
TRACKING


timeline
DEADLINE DETAILS


Target Standard days Project days Reason Completed
Referral Allocated 28/03/17
1. Client discussion & preliminary Adviser assessment 5 5 31/03/17
2. Application data collected 21 21 23/04/17
3. Application compiled & lodged 5 5
4. Preliminary lender assessment 5 5
5. Supplementary documentation submitted 14 12 Most documents already held.
6. Finance approval 5 5
7. Finance settlement 5 5
 
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