Working with a broker
The process we’ll go through
Jump online and answer questions about what you're trying to do,
your income, assets and other financial information.
We’ll talk about goals, present some options and an early recommendation.
We’ll scour the market and ensure our recommendation
is the most competitive solution for you, and best fits your needs.
GAME PLAN PRESENTATION
You’ll be presented with a Personalised Game Plan with tailored solutions
and recommendations to meet your goals and objectives.
LODGE YOUR APPLICATION AND PREPARE FOR SIGNING
We’ll work with the lender you choose to package, sign and lodge
your documents - and do the legwork to get you approved.
Congratulations! This is what we live for. We’ll let you know that everything
has gone smoothly with your loan so you can pop the champagne.
This is the moment when the lender releases the money to you. We’ll be there for
you during the settlement process to let you know everything has gone through.
TOGETHER FOR THE LONG HAUL
We'll continue to support you after your loan has settled and help identify new opportunities as your situation changes.