Our 7 Step Process
As fully digital and mobile brokers, we’re able to process your loan application online or in our offices, which ever you’re most comfortable with. Our clients feel supported, well informed and in safe hands when applying for finance, from first contact to the clink of champagne glasses on settlement day.
Our Simple Steps
Step 1 - Hi There, Nice to Meet You
Kind of like a first date (don’t worry, less awkward). We’ll get to know your situation intimately, go away and review your financial situation.
Step 2 - Negotiating for You
We’ll work hard negotiating with lenders to determine a suitable solution, tailored to your circumstances and goals
Step 3 - Our Recommendations
We work for you, not the lenders - simple. We’ll spoil you for choice, and will usually present three recommendations to choose from.
Step 4 - Application Submission
Once you’ve decided on a lender, we will collate all documentation and submit your application to your lender of choice.
Step 5 - Congratulations
The four magic words: ‘Unconditional formal loan approval’. We’ll make sure the money reaches it’s intended location.
Step 6 - Confirmation & Settlement
Now for the fun part, you receive your money. Buy your house, start your business, buy your mid-life crisis car (no judgement) and enjoy.
Step 7 - Post Settlement Reviews
We’ll check in with you at loan milestones to ensure you’re on the best rate possible for the lifetime of the loan.