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5 Steps to Obtaining Finance

Outline of our five step process that you will experience when obtaining your finance.

1. The first step of the process is the Fact Finding whereby we obtain all the details of your financial situation so that we are in a position to ascertain the appropriate product to suit your requirements.

2. We then move on to a Needs Analysis where we find out what you want from your loan product and explain to you the features of the various products available.

3. Product Recommendation and Selection. We will identify several different products that are suitable for your situation. You can choose from these recommendations.

4. We then move on to the Implementation stage, where we submit an application form to obtain what is called a ‘pre-approval’. This will give you an indication of whether or not the chosen lender will lend to you based on the information provided.

5. We then proactively manage the Settlement Process for you. We ensure the lender processes your applications and loan contracts in a timely manner so that your loan settles in the required time frame.

To ensure we continue to look after our customers, we undertake a review after settlement. We also offer annual reviews.