Process

3-step process, contact us
3-Step Process Discover Your Borrowing Power
Book Your Free 15-Minute Phone Consultation

What you need - Income details.

Online Application

We give you access to our online application form. Or complete this with you.

Documents Required

Identification, income, liabilities, assets.

Second Consultation

Option using 35+ lenders.
We confirm, interest rates, repayments, lenders and loan terms.

Submit Application

Pre-approval or full approval submission.

What You'll Gain

Step by step support to settlement and beyond.

3-Step Process Discover Your Borrowing Power

We understand that the path to financial success begins with knowing your borrowing power. That’s why we’ve designed a simple and effective 3-step process to guide you every step of the way.

Step 1 Process: Contact us or Book an Appointment

Start your journey with just one step! You can either call us to book a 15-minute phone consultation or use our Book an Appointment link to begin a conversation. During this initial consultation, we’ll take the time to understand your financial situation, needs, and goals. This understanding lays the foundation for us to take the steps to help you.

What You’ll Need:  Income information.

How to get started:

 

Step 2 Process: Online Application Process

Once we have a clear understanding of your financial situation and goals from our initial consultation, the next step is a seamless online application process that’s available to you. This step is designed to be convenient and user-friendly, allowing you to complete they application from the comfort of your home or office.

What You’ll Do:
  • Follow the guided steps on our online application platform
  • Provide necessary financial documentation.
 

Step 3 Process: Outcome Solutions

After completing the online application, we’ll provide you with a comprehensive outcome of solutions. This includes:

  • A detailed overview of potential lenders
  • Available financial products
  • Current interest rates and repayments
  • Estimated lead times to approval

Finally, we’ll submit your loan application to the most suitable lender that will achieve your desired outcome. You are well-informed every step of the way with our help.

What You’ll Gain:
  • Clarity on your borrowing power.
  • Guidance on the best lenders and products suited to your situation.
  • Confidence to move forward with your financial goals.
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