Our Process
Step 1 - Contact Us
After you contact us via the contact us form or Phone 1300 887 748 we will organise an appointment with you at a time and location suitable to you.
Step 2 - Appointment
Our Lending Specialist will meet with you to get a clear understanding of your current financial situation, where you would like to be in the future and the financial transaction you would like us to arrange. This information will help them assit you in identifying the right lending solution to suit your needs. The Specialist Lender will use industry leading software, to compare hundreds of different loans through our panel of key lenders in front of you and will explain the ones that may be suitable to your situation.
Step 3 - Application
The Lending Specialist we fill out the application with you; we have access to the latest electronic lodgement technology, so most application can be taken online. All you need to do is provide our Lending Specialist with some identification and copies of supporting documents for the application.
Step 4 - Application Processing through to Settlement
The Lending Specialsit will send the application and all supporting documentation to the selected lender. Once the lender has all of the paper work they will then begin their processing and checking procedures. Our staff are there every step of the way to keep you updated with what is happening. You will be contacted at various stages of the process and we will even liase with your solicitor for you (if applicable).
Overview of our Approval to Settlement process for a Real Estate Purchase
Overview of our Approval to Fully Funded Settlement process for a Construction Loan
Step 5 - After Settlement
Our team will remain in contact with you to ensure that the lending solution that has been selected continues to meet your needs.
