Bluestone Case Studies_FA

When the time came for adviser Danny Fang’s clients to apply for a home loan, their credit history became a massive obstacle and meant the bank rejected their application. 

BDM Maree Maxwell went above and beyond to support Danny and his clients through the application process with Bluestone, and as a result they were able to finalise the loan for Danny’s clients.

What was the customer’s situation?

The customers had default credit history and the bank was unable to approve their loan application. I recommended Bluestone to my clients, the loan got approved with no issues and they were very happy with the result.

What made this deal unique or challenging?

Clients had default credit history and therefore the loan application was declined by the bank.

Tell us about your experience working with Bluestone

100% satisfied. Transparent communication between adviser and assessor, very detailed product matrix, frequent communication about latest lending policy changes and a supportive BDM, Maree, who was willing to help when I needed assistance.