Because every client is different, every conversation will flow differently. To give you a general idea of how our process works, here’s a rough outline of the key steps.
1.
Meeting
Everything starts with a conversation. Book an appointment and we’ll listen closely to your situation, your goals, and answer any questions you may have.
2.
Exploration
Once we understand your situation, the next step is to explore potential best-fit mortgage options, putting everything in easy-to-understand terms.
3.
Shortlist
Based on your key criteria and our in-depth knowledge of the mortgage market, we’ll create a shortlist of best-fit mortgage solutions.
4.
Decision
We will guide you through selecting the optimal mortgage option from the shortlist, ensuring it matches your financial objectives and preferences.
5.
Action
After choosing the right mortgage, we will handle all the paperwork and coordination with lenders to finalise your loan smoothly and efficiently.
6.
Celebration
Congratulations! Your dream mortgage is approved. Let’s celebrate this milestone and watch your investment grow.