Our Process

We are on a mission to go above and beyond to make sure you feel knowledgeable, confident and empowered. Let us guide you through the process!

1

First Step

Quick Chat

A quick chat to understand your financial situation and what you’re wanting to achieve.

2

Step Two

Upfront Feedback

Provide immediate feedback, address your questions, and outline the next steps.

3

Step Three

Planing & Strategy Session

Our online Strategy Sessions are a favourite of our clients. It's a great opportunity to explain the lending process and to answer any questions you may have.

4

Step Four

Run Application

We will optimize your application to give you the best possible chance of getting an approval. We'll get you the best lending solutions, with the best providers.

5

Step Five

Finding a Property

Our advice and support doesn't stop once your finance is approved. We'll stay involved and help you to secure the perfect property.

6

Step 6

Settlement Day

We'll take the confusion out of settling a loan. We'll explain your lending documents in easy to understand terms, and collaborate with your lawyers to finalize your purchase.

7

Step 7

Ongoing Support

Mortgages are a long term commitment. We'll stay onboard to help you manage your mortgage, and teach you how to pay it off faster.