GLOBAL-FINANZ

Counselor

• Aufnahme der aktuellen finanziellen Situation (Einnahmen, Ausgaben, Vermögen, Verbindlichkeiten)
• Vorabprüfung der Machbarkeit und der Erfolgswahrscheinlichkeit aus einem Pool von über 400 Kreditinstituten
• Ausarbeitung verschiedener möglicher Finanzierungsvarianten
• individuelle Beratung der Kunden und Anpassung des Finanzierungskonzeptes an die jeweiligen Ziele und Wünsche
• Beratende Begleitung des Kunden vom Erstgespräch über die Antragsstellung bis hin zur Finanzierungszusage und dem Notartermin
• Optimierung der Absicherung von Darlehen, Immobilie, Einkommen und Familie und Anpassung an den neuen persönlichen Kundenbedarf

Berater – Baufinanzierung

• Assess the client's current financial situation (income, expenses, assets, liabilities)
• Preliminary evaluation of feasibility and probability of success using a pool of over 400 lending institutions
• Development of various possible financing options
• Provide individualized advice and tailor financing plans to each client's goals and preferences
• Advise and support clients from the initial consultation through the application process to the financing approval and notary appointment
• Optimize protection for loans, property, income, and family and adapt coverage to the client's changing personal needs

Mortgage Advisor

• Assess the client's current financial situation (income, expenses, assets, liabilities)
• Conduct a preliminary assessment of feasibility and likelihood of approval from a pool of over 400 lending institutions
• Develop various possible financing options
• Provide personalized advice and tailor financing solutions to each client's goals and preferences
• Provide advisory support throughout the process from the initial consultation and application to financing approval and the notary appointment
• Optimize protection for loans, property, income, and family, and adjust coverages to the client's evolving personal needs

Berater – Baufinanzierung

Mortgage Advisor

Dedicated Mortgage Advisor