OUR PROCESS
Initial Consultation: Where We Work With You to Identify
- Your immediate finance needs
- Your medium and long term finance goals
- Your priorities and your key frustrations
- What you ideally seek from your preferred lending partner
Research: Our Team of Experts Will
- Ascertain your borrowing suitability
- Research appropriate home loan options
- Shortlist and compare lending options that best suit YOU
- Document and validate recommendations
Follow up Meeting:
At Our Follow-up Meeting we Present Our Recommendations and Proceed
- Recap medium & long term financial goals
- Walkthrough product comparisons and interest rates
- Finalize product and start paperwork
- Collect supporting document
We do all the Paperwork: Hassel-free and Transparent Loan Application Process for You
- We prepare, then submit your loan application
- Actively manage the application process to ensure that all milestones are met in a timely fashion
- We meet again to help sign loan documents
- Actively manage the settlement process to ensure that your loan settles on time, as agree
Client for Life:
As a Lifetime Client, We Guarantee to
- Check in with you 6 weeks after loan settlement
- Maintain accurate, up-to-date, confidential records
- Keep you up to date each month through our client newsletter
- Complete a complimentary Annual Home Loan Health Check and make appropriate recommendations







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