Schedule an initial consultation with us. This may be done over the phone, in person, or virtually. During this meeting, we will discuss your financial situation, goals, and preferences.
Be prepared to provide necessary documentation, including proof of income, employment history, and details about your financial assets and liabilities. We will use this information to assess your borrowing capacity.
We will always source a minimum of three options from different lenders and present them to you. Sometimes, there may be only one option available to you, depending on individual financial circumstances. We will explain the terms and conditions of each option, including interest rates, fees, conditions, and repayment terms.
We act as an intermediary between you and the lender. We will communicate with the lender, provide additional documentation if needed, and keep you updated on the progress of your application. We will negotiate interest rates, terms, and conditions on your behalf.
Once the lender approves your mortgage application, we will work with you and the lender to ensure a smooth settlement. This includes coordinating the transfer of funds and completing all necessary paperwork.
We will continue to support you even after settlement, staying in touch on a regular basis. We’ll assist with any questions or concerns you may have and provide guidance on managing your mortgage over time.
