Explaining the Loan Process

Sometimes the best way to get an understanding of home loans, how it all works and how to choose the right one, is to speak to a broker in person.

When you sit down with us, it’s the perfect opportunity for us to get to know you so we can get a good understanding of what you need right now and what your financial goals may be for the future.

For you, it’s a chance to ask all the questions you have about finding and choosing a loan, applying, the approval process, and what happens after that.

The good bit is that we will come to you at a time and place that suits – home, office or café… day, night or weekend.

How does the process work?


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Settlement

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Approval

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Recommend

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Assess

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Discover

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Discover

We work with you to understand your property/borrowing needs and your broader financial circumstances and discuss how we can help you.

Assess

We use information gathered to assess your borrowing capacity and desired outcomes. If we feel it is not currently feasible, we will discuss steps to help you achieve your goals.

Recommend

We provide a list of loan options for you to consider and choose a lender to proceed with.

Approval

After a lender is chosen and your application is assessed, we work to gain approval from the lender to provide you the funding needed.

Settlement

Congratulations on your settlement! The home is yours.

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Empower your financial future today.

At the heart of our business are our clients. We're here to help you visualise your dreams, cultivate the belief that they're within reach, and guide you toward making them a reality.

Reach out to discover how we can support you on your financial journey.