Southern Cross Partners Blog

Teaching new clients to think beyond bank lending

Written by Southern Cross Partners | Oct 27, 2021 2:18:01 AM

 

As the property market keeps heating up, we are seeing the banks decline more and more good quality loan applications. We’re also seeing some financial advisors bypass the hassle of the banks altogether and just come straight to specialist lenders.

We all know there are some types of loan applications that make sense, but the banks don’t want to lend on them. Maybe the person contracts? Maybe they have other debts? Maybe they want to extend their property portfolio and need bridging finance?

Whatever the reason, sometimes the problem is getting your clients across the line with specialist lending. Plenty of clients have a bias towards bank lending. Many believe specialist lending is for ‘other people’ or too expensive, and they don’t understand their options beyond the banks.

In those cases it’s important for your clients to understand that Southern Cross Partners fills an important part of the financial ecosystem. We know the types of deals that work for us and we lend on them, and them alone.

We also know that with the right plan it can be possible to get your clients back on track with their financial goals and ambitions – and that can involve setting them up with long-term bank lending.

Taking into consideration your client’s unique situation is at the heart of what we do. Where it’s hard for a bank to understand the context, we make the effort to find a solution. In the event of having unanswered questions, we make contact and ask.

There is a huge opportunity for advisors that understand the possibilities of specialist lending. Clients looking to borrow rarely push to find solutions beyond the banks, so learning how to explain specialist lending is key.

How best to talk about Southern Cross Partners with your clients:

  • Southern Cross Partners are specialist lenders, with nearly 25 years’ experience operating in New Zealand.
  • They provide short term, flexible lending solutions that get everyday people from A to B.
  • They are a tight team of industry experts, who believe in values like honesty, loyalty and trust.
  • They put faces to numbers and people at the heart of everything they do. They take the time to get to know people and understand individual circumstances.
  • Being 100% independent means they have the freedom to work in ways that work best for their clients.

We’re always happy to talk through the details and use our specialist lender skills to benefit both you and your clients.