Process
A path you can follow from first call to settlement.
No mystery steps. You will always know what we are doing, what we need from you, and what comes next.
Initial conversation
We listen to your goals - first home or investment - income, deposit, and timing. If we are not the right fit, we will say so early.
Credit Guide and privacy
Before personal credit assistance, we issue our Credit Guide and privacy information so you understand who we are, how we are paid, and how to raise a concern.
Fact find and documents
We collect your circumstances and supporting documents thoroughly. A complete file saves weeks later.
Compare and recommend
Suitable products are compared against your needs and objectives. You receive a clear recommendation you can question and understand.
Lodge with the lender
We prepare and lodge the application, respond to lender queries, and keep you updated through conditional and formal approval.
Settlement and follow-up
Support through to settlement day, then a later check-in so the loan still fits as life moves on.