Our Process

Let's guide you through the loan process

DISCUSS

Let’s work through your needs and wants and explore your financial position.
GATHER

There will be a level of paperwork required which we shall outline based on your circumstances.
PROPOSE

With the necessary paperwork to hand we shall conduct a formal review and subsequently present our findings.
APPLY

If all is in order and our proposal suits let’s get an application underway.
MANAGE

We will then manage the process through to settlement and beyond.

Each lender has different processes and levels of paperwork required for any given product.

Our team works tirelessly to stay on top of the various product offerings in the market and specific lenders requirements and we aim to simplify the application process, by gathering the necessary documentation, negotiating with lenders and guiding you through each step.

You can also rest assured we shall promptly notify you as your application progresses.

Beyond Securing the loan, we offer continuous support by answering queries, reviewing existing loans or exploring new opportunities. Our commitment extends to ensure your finance facility remains aligned with your ongoing needs.