Our Process - Making your life easier!

Five easy steps to apply - Getting started has never been easier
We use easy-to-understand language and embrace technology to improve efficiency. There are no silly questions when dealing with us.

Step 1 - Complete our online form. (20 minutes)
This form contains information required for us to determine whether we're a good fit to work together and of course, to give you the information you need. What can you borrow and what are your options?
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Step 2 - Book a phone appointment with us (15 minutes)
We'll spend some time chatting about what your plans are and we'll demonstrate how we can help you achieve your goals. At this point we'll organise a face-to-face or Zoom appointment to go through options available to you. 

Step 3 - Send us your supporting documents (20 minutes)
We'll provide your own secure document collection portal to upload the required supporting documents for your application

Step 4 - Strategy Presentation Meeting (1 hour)
At this meeting, we'll cover off any final questions you might have and discuss the pro's and con's of each of the recommended lenders and products we have prepared for you. 

Step 5 - Application Submission
You give us the go ahead, and we'll organise the collection of any remaining supporting documents and submission of your application for you and follow it all the way through until settlement providing your with communication all the way through.