Why it Matters:
Brokers who guide clients through the approval-to-settlement stage not only protect deals but build long-term trust. It’s the difference between being seen as a transaction handler or a true business partner.
Chief Legal Officer Matt Bogliss explains “Terms and conditions aren’t just ‘fine print’ to skim over. Quite the opposite — they’re the rules that shape how all parties interact, outlining rights and responsibilities on both sides. If these aren’t properly understood, it can create unnecessary confusion and lead to difficult conversations later.
Clarity is everything. Taking the time to work through the meaning and practicality of the key details in a loan facility ensures everyone knows what’s expected of them. It also builds trust and transparency, setting the stage for a far more positive experience all round.”
Approval isn’t the finish line, settlement is. Own the grey zone, and you’ll protect your deals, strengthen client confidence, and keep your pipeline moving forward.
Download the Broker Deal Flow Check Sheet to streamline your business loan applications:
Broker Deal Flow Check Sheet
