🔍 Phase 1 – Getting Started
1. The Pre-Appointment
A quick 5-minute call where we ask 10 simple questions — just enough to get a snapshot of your situation.
2. The Initial Numbers Workshop
We provide a clear picture of what may be possible: - How much deposit you may need - An idea of monthly repayments - Whether one of our 40+ lenders can help you
📋 Phase 2 – Strategy & Submission
3. Formal Appointment
If you're happy with the numbers, we schedule a full meeting to verify your ID, confirm your goals, and get into the detail.
4. Tailored Recommendations
We present the best loan options for you — based on your goals, not the banks'.
5. Choose Your Lender & Lodge Your Loan
Once you choose your preferred lender, we take care of submitting your application.
6. Progress Updates
We follow up with the lender daily and keep you informed at least twice a week.
7. Loan Approval
Your application becomes formally approved — you're one step closer to your new home or investment.
🏡 Phase 3 – Settlement & Beyond
8. Loan Docs Signed
We help you review, understand, and execute your loan documents.
9. Settlement Day
We coordinate with the lender to finalise settlement — and keep everything running smoothly.
10. Post-Settlement Check-In
We follow up after settlement to ensure everything’s on track and answer any questions.
💬 Ready to Start?
Let’s make your home loan journey stress-free and personal.
📞 Call 0433 434 583