In our first chat, we’ll talk about your loan goals, income, savings, and other important financial details to understand your needs better.
PROCESS OF LOAN
02 Documents Check
We’ll send you an invitation where you can send your docs and we will thoroughly look into it .
Where you can fill out your information, upload necessary documents, and connect your bank accounts for automatic statement retrieval. This is a crucial step that needs to be done before we can provide our recommendations.
03 Research Investigation
We’ll extensively explore the market to make certain our suggestions are the most competitive and align perfectly with your needs. Performing all credit checks upfront ensures a smoother process and greater success later on.
04 Presentation of Recommendations
Our detailed loan strategy report will thoroughly outline our recommendations. We’ll go through this report either in person or through a video conference meeting.
05 Application Submission and Signing Preparation
We’ll collaborate with the lender of your choice to assemble, sign, and submit your application for assessment. Our team will handle the necessary steps to ensure your approval.
06 Approval Notification
We’ll inform you when the lender has given the green light to your home loan application! Additionally, we’ll coordinate with your agent and solicitor to prepare for settlement. Together, we’ll finalize and sign your loan documents.
07 Settlement
Settlement is the day when you officially become the legal owner of the property, and the lender transfers the funds to the seller. We’ll be by your side throughout the settlement process to ensure everything goes smoothly.
08 Long-Term Partnership
This marks the start of our ongoing collaboration. Our goal is to support the prosperity of your financial future. We’ll stay in touch regularly, monitoring your situation and ensuring your loan remains tailored to your evolving needs and goals.
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