Present Broking Options to Client with Complex Needs Me: Hello Miss Celine, how are you today? Client: I am very good Mr. ____________ and hope you are good too. The reason I wanted to meet you is that I am interested in applying for a mortgage loan. Me: Oh yes! You did mention your email that you sent for scheduling an appointment for today. Well, before I proceed to tell you about various loan options and products, I would ask you cert…
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