How the mortgage brokerage process works
Five clear steps from your first enquiry to lender assessment and settlement. Here is what to expect at each stage.
Submit an enquiry
Complete our short online enquiry form or contact us directly. Tell us about the property you are interested in, the type of financing you need and how you prefer to be contacted.
Discuss your property and financing goals
A member of our team will contact you to talk through your situation, goals, budget and timeframe. This is a chance to ask questions and understand how we can help.
Prepare the required information and documents
We explain what information lenders may request — such as identification, proof of income, bank statements and property details — and help you get organised.
Explore appropriate financing options
Based on your circumstances, we help you understand financing options that may suit you, including the key features, costs and considerations of each.
Lender assessment and settlement
Where you choose to proceed, your application goes to the lender for assessment. If the lender approves the application, the process continues through to settlement.
Please note: the relevant lender makes its own credit decision. Submitting an enquiry, attending a consultation or lodging an application does not guarantee loan approval.
Ready to take the first step?
It only takes a few minutes to tell us about your plans.
