Our Process

OUR PROCESS

A step-by-step approach, guiding you seamlessly from initial discussion to post-settlement support. We’re committed to ensuring a smooth, transparent experience at every stage of your financial journey.

Step: 1

INITIAL DISCUSSION

Initiate contact through various channels (typically phone or email) to determine what you are seeking.

Step: 2

ZOOM Scenario Exploration

Conduct a Zoom meeting to understand fully your goals, needs, objectives and financial situation.

Step: 3

RECOMMENDATION

Analyze and identify suitable lenders and strategies that align with your requirements and send you a written advice document with our recommendation and any comparisons.

Step: 4

DOCUMENTATION

Gather and prepare all necessary documents required for the loan application, including financial statements, business plans, and legal documents.

Step: 5

APPLICATION SUBMISSION

We will submit the completed loan application and supporting documents to the chosen lender.

Step: 6

APPLICATION FOLLOW UP

We maintain regular communication with the lender to monitor the status of the application and address any queries or requirements promptly.

Step: 7

SETTLEMENT

Prepare for the settlement process by coordinating with all parties involved and ensuring all conditions are met. Follow up on any outstanding items up to settlement.

Step: 8

POST SETTLEMENT

We will provide continued support after settlement, including repricing your loans over time and determining if your loan continues to be appropriate for you.

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Our Process

Start your journey to financial success with our expert guidance today