Diploma of Finance and Mortgage Broking Management



Finance and Mortgage Broking Management

Section 1: Developing and presenting a business loan proposal

Task 1) Prepare a proposal to the client

ABC Pty Ltd will be a convenience store with gas station and the business will be located on Highway 3 and Main Street in the city. Bill and John have each been in real estate for approximately 15 years, focusing on residential sales and leasing. They have gained their work experience in the local area. A wealth of knowledge of the area, coupled with an ever-expanding client base, has resulted in sustained and solid growth for the business.

In business it is common for companies to seek cheaper or more efficient ways to get things done. One method companies use to do this is by outsourcing work to other companies who provide services or expertise in a particular area. This is a common practice in the completion of projects as it provides a cost-effective alternative to a company hiring additional employees permanently to fill temporary or niche roles. It is common for a company to send out requests for proposals (RFPs) for other organizations to respond to in the form of a proposal. Proposals may take many different formats and this template simply provides one example of a proposal template. This section should provide a description of the services being sought in the RFP and why your organization believes it should be selected.

Bill and John seeks a service provider to design, test, implement, and manage an integrated payroll solution and provide training to human resources (HR) staff on the use and functionality of the solution. Bill and John currently maintain a limited HR staff and does not have internal information technology (IT) or payroll software expertise. Current payroll infrastructure is outdated and the ability to upgrade the existing infrastructure does not exist. Bill and John expects that by upgrading to a new and robust payroll system with outsourced management, they will experience fewer payroll issues, accomplish payroll and accounting tasks in less time, and realize a long-term cost savings across their HR department.

ABC Pty Ltd Services understands the problems caused by inefficient and outdated payroll systems and believes it can provide Bill and John with the most cost-effective solution. Our payroll solutions provide efficient and upgradable platforms which are easy to use, manage, and modify. Once the solution is implemented, our clients have access to 24-hour support throughout the life of the service. Our team of experts is always on hand to assist our clients and we pride ourselves on the exception customer support that we offer. ABC Pty Ltd is confident that it can provide Bill and John with a superior payroll solution and support in order to meet its long-term goals.

Client Operations

This section describes the potential client's organization and operations as you understand it. This may include a description of how the products or services they are seeking affect their current operations. While it is not necessary to provide excessive detail, there should ...