Our Process
We take care of the entire process, saving you time and money. Our key objective is to help you secure the right finance solution with minimal disruption to your busy schedule.
Step 1 - Initial enquiry
By taking the time to complete our brief questionnaire, we are able to gather a reasonable understanding of your finance requirements.
Step 2 - Needs analysis
From the information you provide us we identify your current needs, objectives and key priorities.
Step 3 - Research
We carry out the required analysis and report back to you with our initial findings. This may include your borrowing capacity, purchase information, and any other general information depending upon your request.
Step 4 - Recommendation
We carry out in-depth research into the best possible finance solution for your specific requirements from our wide panel of lending institutions. We discuss our key findings with you in great detail.
Step 5 - Implementation
We arrange a time to meet with you to clarify any queries, and implement the agreed recommendation. Prior to our meeting we inform you of the documentation and information requirements in support of your loan application.
Step 6 - Settlement
We manage every detail of the loan application, liaising with all relevant parties to ensure a seamless and smooth process.
Our After Care program... It’s what makes us different
We offer you a lifelong commitment to provide ethical and unbiased guidance for each stage of your life. Our After Care program provides you access to an annual review of your loan portfolio, ongoing personal mortgage coaching, and regular updates on market trends and mortgage matters.