Our Financial Services
At Crest Management & Consultancy, we offer a comprehensive range of financial services
Debt Management
Helping individuals manage and reduce their debt through strategic planning and negotiation.
Personal Financing
Assisting clients in securing personal loans with favorable terms and conditions.
Business Financing
Providing SMEs with the financial support they need to maintain cash flow and grow their businesses.
Mortgage Refinancing
Offering expert advice and solutions for refinancing your mortgage to achieve better terms, lower interest rates, or reduced monthly payments.
Financial Consultancy
Offering expert advice and tailored financial strategies to meet your unique needs.
Why Choose Us?
Experienced Professionals
Our team has over a decade of experience in the banking and financial sector.
Personalized Service
We take the time to understand your specific needs and tailor our services accordingly.
Client-Centric Approach
Your satisfaction is our top priority. We are dedicated to providing exceptional service and support.
Proven Track Record
We have a history of successfully helping clients achieve their financial goals.
Step-By-Step Guide To Securing Your Loan
Our Loan Consultation Process
Step 01
Initial Consultation And Assessment
Discuss the client’s financial goals, assess their situation, and inform them of the required documents.
Client Meeting
Schedule a phone call with the client to discuss their financial goals and loan requirements.
Needs Assessment
Conduct a thorough assessment of the client’s financial situation, including income, expenses, credit history, and existing debts.
Document Collection
Inform the client about the necessary documents required for the loan application, such as income statements, identification, and any other relevant financial documents.
Step 02
Customized Loan Solution
Present tailored loan options, explain terms, and guide step by step for the following process.
Loan Options
Present various loan options available based on the client’s financial assessment.
Product Explanation
Explain the terms, interest rates, repayment plans for each loan option.
Client Feedback
Gather feedback from the client to understand their preferences and address any questions or concerns they may have about the loan products.
Step 03
Application Preparation And Submission
Review full documents, assist with the application processing, and submit to the FI (Financial Institution)
Document Review
Review all collected documents to ensure they are complete and meet the financial institution requirements.
Application Form
Assist the client in filling out the loan application form accurately and thoroughly.
Submission
Submit the completed loan application and supporting documents to the appropriate financial institution.
Step 04
Follow-Up And Approval
Review full documents, assist with the application processing, and submit to the FI (Financial Institution)
Status Updates
Keep in regular contact with the lender to track the progress of the loan application.
Client Communication
Provide the client with timely updates on the status of their loan application.
Issue Resolution
Address any additional requirements or concerns raised by the financial institution during the review process.
Approval Notification
Inform the client once the loan is approved and assist them with the final steps of disbursement of funds.
