Curious what actually happens when you engage a broker? Here’s a step-by-step guide to the process:
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Initial Consultation — We get to know you, your goals, and your financial picture.
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Loan Strategy & Comparison — We compare products from 40+ lenders to find the best match.
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Pre-Approval (Optional) — If you’re house-hunting, we help secure a pre-approval to boost your confidence.
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Application Submission — We prepare your documents and manage the full submission process.
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Approval & Settlement — Once approved, we coordinate with your lender, conveyancer, and agent to ensure smooth settlement.
Throughout, we explain each step in plain language and stay with you post-settlement for ongoing support.
Behind the scenes, we also manage back-and-forth with banks, troubleshoot issues with assessors, and ensure every document meets policy requirements. That means fewer delays, fewer surprises, and a higher chance of approval—especially for complex scenarios like self-employed borrowers, non-residents, or multiple income streams.
