Completing a Microsoft Excel spreadsheet correctly

When talking to a broker about obtaining finance whether it be related to a personal loan, car loan or home loan after initial contact has been made in many cases they will send you an email containing their fact find document which will more than likely be a Microsoft Excel spreadsheet document that you will be required to complete and return.

For a broker to be able to conduct their research in depth and properly this document needs to be completed as accurately as possible. This has been designed to give the broker a clear picture of your situation, taking into account all of your assets and ongoing liabilities. This will ensure the best possible solution for your situation is then provided to you. The Fact Find is also there to ensure the broker asks the right questions to fulfil the requirements for the lenders processes which in most cases when correctly filled out eliminates back and forth contact asking questions later in the process.

As technology is only growing becoming smarter and more versatile on a device that either sits in our backpacks, hand bags or in our pockets many people are doing away with the need for desktop computers and in some cases even laptops. More people are getting by in today’s world with either a smart phone or a tablet device to keep up to date with technology and their needs.

To open and complete files such as Microsoft Excel spreadsheets takes the correct software to get the job done right. No matter whether you have an Android or Apple device the correct software can be downloaded onto your chosen device. This means you will be able to open the chosen spreadsheet, fill it out and save a copy to your device. Once this has been done you will then be able to send the completed file back to your broker by email.

If you are viewing this article on a phone or tablet and have a Microsoft Excel Spreadsheet document you would like to fill out using your desired device, please click on the appropriate link below suitable for your device:

Google Play Store

Apple Store

If you would like a free review of your situation or would like any reports on a specific suburb or property please don’t hesitate to get in touch with your mortgage broker Gerry today and he can provide you with complimentary suburb/property reports which he can talk further about should there be any questions/queries you may have.