I am delighted to provide comment on the expertise and service provided by Kathy Rogers of Financial Plus. I approached Kathy several weeks ago on behalf of friends of mine who were having difficulty securing lending to purchase their first investment property.
They had already spoken to two different mortgage brokers and the best options both could offer was for the client to contribute a significantly larger deposit component with the lender approving a loan amount of only 65% of the purchase price. This was unacceptable to these clients and did not fit with their investment strategy.
I briefed Kathy on their circumstances and was encouraged by her confidence that she would be able to find a suitable solution.
In the current lending climate this was not an easy or straightforward deal. However, due to Kathy’s expert knowledge, willingness to approach the problem with creative and lateral thinking, persistence and her absolute determination to find a solution the purchase of the property settled on 3 May. The property was valued at contract price, the lender loaned 80% of the purchase price and the clients were extremely happy with the result.
In addition this transaction was put together during a period that included 4 public holidays adding complexity and pressure that Kathy was able to manage to the highest level of customer care and service.
I have absolute confidence in recommending and referring Kathy Rogers and FinancialPlus to anyone who needs mortgage broking services to assist them with their lending requirements and solutions.
Thank you again Kathy for not accepting “NO” and for ensuring these clients were able to take their first step successfully in their investment journey.
