Our 6 step process to get the right result for you and making easy loans possible…
Discovery
Step 1 – Discovery
- We find out YOUR needs and what you would like to achieve for now and into your future
- We make it clear about how we can make things easier and smoother for you throughout any loan application
- We help you gather the right information we need to support your application
Assessment
Step 2 – Assessment
- We review your current financial situation so we can find the lender most suited to your individual situation with the right rate
- We take into account your current and future needs you have going forward, and your ability to service any approved loan
Options
Step 3 – Options
- With a choice of OVER 30 LENDERS including the major banks, regional banks and niche finances providers we can find those loan solutions that may be appropriate
- We go over each potential loan option, making sure you understand, so you can begin to consider which may be the right choice for you
Recommendations
Step 4 – Recommendations
- We provide quotes and put forward the potential finance solutions that look to be the best suited to meet your objectives and needs for now and into your future
- We can fine tune options as required if your personal circumstance have, or are likely to, change
Decisions
Step 5 – Decisions
- With all of the potential solutions in front of you, we will help YOU come to that decision that is right for you
- We submit your application to the relevant financial institution, manage the whole process and keep you informed of progress constantly
- We obtain the final loan documents for you to sign and return them to the lender for settlement
Settlement
Step 6 – Settlement (and beyond)
- We confirm your settlement date and make sure all aspects of your loan are actioned including bank accounts, direct debits and internet banking access for your loan account
- We keep in regular contact with you and suggest an annual review to make sure that you continue to be on the right rate for you and make sure we are available to meet the future needs of you and those you know.
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