1. Borrower file preparation
Organise statements, correspondence, agreements, borrower notes and supporting records into a clearer working file.
For professionals
Practical borrower-file support for professional advisers
Negotiators supports solicitors, PIPs, debt advisers, brokers, financial advisers, regulated firms and other professional referrers.
2. DSAR and large document-pack support
Sort and search electronic returns and help identify documents that may require review.
3. Chronology and creditor history
Organise material relevant to key dates, creditor ownership, servicing history and borrower contact.
4. Origination and affordability document mapping
Route material to the appropriate review area and support professional examination of lending and affordability records.
5. Missing or unclear evidence
Highlight gaps, duplicates and unclear records that may need follow-up or closer review.
6. Professional handover preparation
Prepare a clearer pack, chronology and source references for the receiving professional.
Explore the six-part Document Pack Review video series before discussing a borrower file.
Discuss a borrower file
If a borrower file is unusually large, disordered or difficult to follow, Gerry can discuss what preparation support may be useful before any work begins.
Negotiators supports the organisation and preparation of the material. The professional adviser remains responsible for their own analysis, advice and decisions.
Fees
Debt Management fees are charged at a rate of €150, based on time spent.
Fees for professional services vary depending on the nature and complexity of the work.