My principle service method has been designed specifically to try and increase time efficiency and reduce overwhelm.
Let's kick off with a brief chat about your goals, whether it's purchasing a property, refinancing, or any other financial aspiration. I'll ask a few questions to grasp your financial landscape and tailor our approach accordingly.
Before we delve deeper, I'll need you to fill out an electronic fact find form via our client portal. This, along with supporting documents, ensures I have all the pertinent details to offer personalised advice.
Drawing on my expertise and utilising various tools, I conduct a thorough assessment. This includes credit checks, income document reviews, and an analysis of lending policies and schemes. You'll receive insights into your borrowing eligibility and a suitable purchase budget aligned with your deposit.
With clarity on your potential, we'll meet face-to-face or virtually to chart the next steps. Whether it's exploring refinancing avenues or navigating the home-buying journey, I'm your guide throughout.
With accreditation from over 40 lenders, I leverage my insights to narrow down the most fitting options for your unique circumstances. I'll offer recommendations and assist you in choosing the ideal lending solution.
I handle the entire application process, from submission to settlement, acting as the liaison between you and the lender. Direct communication with me eases any stress, ensuring a smooth journey.
I oversee the loan application through its various stages until settlement, ensuring everything progresses seamlessly.
My commitment extends beyond loan settlement. From annual rate reviews to discussions about upgrading your home, I'm here for all your mortgage finance queries. My allegiance is to you, not just one lender, so count on me to assist as your financial needs evolve.
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