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Unit 7

Let’s just recap what we’ve dis-

cussed.

Account Officer: Okay, Mr. Newman, I believe we’ve finished going over the major concerns.
Let’s just recap what we’ve discussed.
Mr. Newman: Alright.
Account Officer: You are applying for our SME Loan to finance your business expansion.
Mr. Newman: That’s right.
Account Officer: You’ve been informed of the interest rates and packages we offer.
Mr. Newman:Yes, but I will still be consulting my partner before we make a final decision.
Account Officer: I understand. I will be helping you with your loan package.
Mr. Newman: Payment will be through an Auto Debit Arrangement (ADA) with my account.
Account Officer: That’s right. We have discussed all the requirements before you can make the
loan.
Mr. Newman: Yes. I’ll be viewing them at your website again later to double check.
Account Officer: Please do so. As long as you have all the requirements when you come, we’ll
be able to process it quickly.
Mr. Newman: That’s what we’re hoping for. We wish to have it done as fast as possible.
Account Officer: I understand. We will be expecting you next Monday.
Mr. Newman: Yes. We’ll be coming shortly after lunchtime if that’s okay?
AAccount Officer: That will be fine. Please ask for Andy Shin.
Mr. Newman: Alright. Thank you very much Andy. I’ll see you on Monday.

Account Officer: You’re most welcome Mr. Newman. I’ll see you.

1. How important is a recap in closing a call?

Sample answer:
A recap reiterates the content of the call and ensures that there are no gray areas. It
provides both parties with the opportunity to make sure that there are no misunder-
standings. It also helps them realize if there are any important topics that have not yet
been covered.

2. In phone etiquette, is closing of the call vital?

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