top of page
Our process
Clear. Simple. Results
We make the journey to home ownership straightforward.
We’re beside you during the process, guiding you through your finance options and handling the admin, so you can focus on finding the right property.
Find out more below.
1
2
3
1
FACT FIND
First, you’ll complete a short online form sharing income, expenses, debts, savings and goals. We’ll use this to help prepare for our first meeting.
BORROWING CAPACITY
During our first meeting, we’ll get to know each other, discuss your plans, estimate your borrowing capacity and explain the home loan process.
LOAN OPTIONS
We then compare lenders, loans and options. We’ll present recommendations, answer your questions and map out what’s next.
5
6
4
LOAN SUBMISSION
We submit your loan application and manage all communication with the lender, making the process as smooth as possible.
CONDITIONAL APPROVAL
Conditional approval confirms the lender is prepared to lend, subject to conditions. You'll know your budget and can start house hunting with confidence.
FORMAL APPROVAL
You’ve found the one, contract signed! We organise docs and order a property valuation. Once it all checks out, your loan’s approved.
8
9
7
LOAN DOC SIGNING
We'll prepare your loan documents and guide you through signing, ensuring everything is completed correctly.
SETTLED!
Congratulations, you have the keys! On settlement day, funds and ownership transfer. We'll work with your lender and settlement agent so everything runs smoothly.
STAY IN TOUCH
After settlement, insurance needs to be reviewed. Then over time, we’ll check in with you and ensure your loan remains competitive.
Find us
Monday - Friday 9am - 5pm
Get in contact
bottom of page