Steps To Success

No Obligation Consultation

Let’s meet any time and place that’s most convenient for you!  We will discuss your current circumstances and needs, finding out what is most important to you. We will gather all the necessary documentation from you, so we can match you with the right lenders with the best possible loan product for you. This is also a great time to ask us all your burning questions.

Research & Recommendation

After our first meeting we will conduct thorough research based on your requirements and recommend the most suitable loan options for you. We will further discuss your needs to help you select the right option.

Application

We prepare the loan application for the product of your choice. Once we receive all necessary supporting documentation, we will submit the application to your chosen lender. We will give you regular progress updates and approval status so you can stay informed and in control. Once completely approved, the lender prepares the loan documentation to be signed, which we will guide you through.

Settlement

We will work closely with all relevant parties to ensure your settlement happens smoothly. Once your loan settles, we will advise you that settlement is complete. We will also check that the correct accounts have been opened to make sure that you are aware of when your first payment is due.

Post Settlement Care

You will now be added to our client care program. Throughout the life of your loan we will touch base with you to ensure that you are happy with your loan, and that it is continuing to help you achieve your financial goals. We can review your financial position and discuss variations of refinancing to see where you can save money and use equity for your next investment.

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