Loan Settlement Requests

Please complete this form whenever a member asks for a loan settlement figure or 3 months worth of bank statements.

Thank the member for their request, and gain permission to ask a few questions first.  

  • Notes:If they are borrowing the money from another financial organisation please do not give out the settlement figure unless they say their loan has been declined from us. Please complete the form either way. If they are refinancing the loan with another organisation please explain that someone from the lending team will be in touch soon to give them the settlement figure. (usually within the hour)
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