A familiar moment
The buyer whose offer has just been accepted
You are in a scheduled advice appointment when a prospective client calls after agreeing a purchase. Ziverly can capture who is calling, whether the enquiry concerns a purchase, remortgage, product transfer, further borrowing or another residential purpose, first-time-buyer, mover, landlord or existing-owner context only as stated, broad property and transaction stage, intended occupancy, approximate timing, whether an agreement in principle, offer, valuation, broker, lender, estate agent or conveyancer is already involved, employment or income complexity only at a broad non-documentary level, accessibility and communication preferences and preferred contact. It does not recommend a mortgage, lender, rate, term, repayment basis, insurance or financial strategy, assess affordability, creditworthiness, eligibility or regulated status, request full bank details, passwords, PINs, one-time codes, card data or payment, collect financial documents, carry out identity, credit or anti-money-laundering checks, submit an application, accept an instruction, quote a fee or promise an outcome or completion date. Suspected fraud, coercion, repossession deadlines or urgent legal matters need the appropriate lender, legal, regulatory or emergency route.
