Mortgage Broking <b Process.

Mortgage Broking Process

Step 1

Getting Ready

We’ll need to know a little but about you first. You can complete some personal details online including income, assets and liabilities which will not only help us understand your situation, but what you’re wanting to do.

Step 1

Step 2

Discovery Meeting

Here we will confirm your goals and objectives to make sure we’re on the same page. Some early options will be discussed so we can understand what’s important to you.

Step 2

Step 3

Research your options

Leave the homework to us. We will complete a comprehensive review and scour the market to ensure that our recommendation best fits your needs.

Step 3

Step 4

Presentation Meeting

Once we have identified a suitable lender, you’ll be presented with a tailored solution and product recommendation that will meet your goals and objectives.

Step 4

Step 5

Submit your application

We will choose the right loan package with the lender, sign, and lodge your documents. All the legwork will be taken care of by us to get you approved for a loan.

Step 5

Step 6

Approval

Great! You’ve been given the go ahead by the lender. Now the fun really begins!

Step 6

Step 7

Settlement

The hard works been done and now it’s time to access your funds. We’ll stay on top of everything to ensure a smooth settlement process and make sure you stay informed.

Step 7

Step 8

Ongoing review

To maintain a healthy partnership, we want to stay in touch because your situation and goals may change. I’ll make sure you receive regular contact to check in and ensure that your loan still reflects your needs. We’re here to help!

Step 8