Assessing a client’s eligibility for a Good Loan

Clients need to be able to meet the criteria for getting a Good Loan, no matter how great their need.  Most importantly, we need to be sure that a client can afford their repayments as well as sustainably meet all of their household’s ongoing financial commitments.

Financial Mentors play two key roles in assisting their clients to get a loan:

• identify when a client is in the financial position to successfully apply for a Good Loan
• help clients get into the right position to apply for a loan.

Download our two-page guide that provides essential information Financial Mentors need to get good outcomes, as fast as possible.

Good Shepherd can provide training to Financial Mentors who want to get a better understand about how Good Loans work and how best to assist your clients to obtain a loan.

How to get your client’s application prioritised

Good Shepherd NZ will prioritise a Financial Mentor’s client’s loan application when they:

• have undertaken an assessment of the clients’ expenses and financial situation in line with our two-page Good Loans Guide for Financial Mentors, and
• feel the client meets the requirements for a Good Loan, and
• can stay involved with the client during the application process and provide assistance to them if needed.

Start the application process with your client by:

If your client’s application isn’t eligible to be prioritised, but still may be eligible for a Good Loan, your client should complete an online enquiry.