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Finance Tracking

Using the Finance Tracking tool you will be able to monitor where in the finance process each of your franchisee’s are, what comes next and how their Adviser is performing.  Increasing finance transparency and your ability to manage the process.

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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