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BALANCE TRANSFER

A running loan, moved.

A home loan the customer already services, taken to another lender on terms they prefer.

  • The existing lender’s papers gathered before they are asked for
  • Lender queries answered, and explained back to you
  • Payout shown as it was built
Running loanNew lenderSame property
Illustrative
BALANCE TRANSFER · ONE CASETHE CASEPREPAREDVERIFIEDHOLDTHE LENDER DECIDESDISBURSALPAYOUTYOU SOURCE IT · THE DESK RUNS IT · THE LENDER CLEARS IT
01 — WHAT THE DESK HANDLES

You source it. We run it.

  • Generates a checklist that starts from the running loan, not from scratch.
  • Verifies the statement and property papers once, and keeps them on the file.
  • Submits to the lender and answers the queries a transfer raises.
  • Coordinates the closure and the new disbursal, then builds your payout.
02 — WHAT YOU DO

Three things, in the field.

  • Meet the borrower and capture the lead where you are.
  • Upload the statement and papers while you have them.
  • Stay the customer’s point of contact; the desk keeps you briefed.
Source this ↗
03 — WHO THIS SUITS

Cases this one fits.

Bring the case anyway if you are unsure — the desk will tell you which product it belongs to.

A borrower who has been servicing a home loan for a while.

A customer who wants their loan somewhere it is easier to deal with.

A borrower combining a move with a top-up on the same property.

04 — DOCUMENTS

Asked for once, and once only.

What a case like this usually needs. The real list is the one generated on the file itself.

Source this ↗
Illustrative
GENERATED FOR THIS CASEVERIFIEDVERIFIEDUPLOADEDPENDINGUPLOAD IT ONCE · REUSED WHEREVER NEEDED
  • Identity and address for every applicant
  • Income records, in whatever form the applicant’s work produces them
  • The running loan’s statement and its outstanding letter
  • The property papers held by the existing lender
05 — HOW THE CASE MOVES

Your lane, and ours.

Three things happen where you are. The rest happens at the desk, and the lender decides.

Illustrative
YOUFINFLOT DESKMEET THEBORROWERLEAD CAPTUREDSTATEMENTUPLOADEDCHECKLISTGENERATEDOUTSTANDINGCONFIRMEDFILE VERIFIEDSUBMITTEDQUERIESANSWEREDCLOSURECOORDINATEDPAYOUT BUILTTHE LENDER DECIDES

Illustrative. The lender decides approval, the rate, the sanction and the disbursal.

06 — QUESTIONS

Asked before you ask.

01Is a transfer always worth doing?+

It depends on what the customer pays now, what the new lender offers and what the move itself costs. Work it through with the tools, on numbers you enter — the terms themselves are the lender’s to state.

02Who decides the loan?+

The lender. FinFlot prepares and coordinates the application; approval, the rate, the sanction and the disbursal are the lender’s alone, under its own policy.

03What does this cost the customer?+

Nothing is ever charged to your customer for our involvement. Any fee a lender charges is the lender’s own, stated by the lender.

FinFlot is not a bank or NBFC and does not lend. We prepare and coordinate the application with regulated lenders. Approval, interest rates, sanction and disbursal are always the lender's decision — what we remove is the friction on the way there.

Your Loan Processing Co-Pilot

A channel partner (DSA) for home and property finance — and a desk that runs every file you source through queries, verification and disbursal, and keeps it within your reach.