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Preliminary Consultation
Initial consultation (via Face to Face, Zoom, Skype, Phone) to understand your specific requirements.
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Obtaining Information and Documents
Getting information to understand your financial position and obtaining documents to confirm the income, liabilities, assets and other financial information.
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Credit Review
Detailed review of your financial situation to understand loan eligibility and comparing different products from various lenders to find the best loan options for your specific requirements.
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Credit Proposal
Suggest suitable loan product options for you to consider, including an assessment of the most suitable deals available. Preparing a detailed credit proposal based on your preferences and requirements.
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Implementation
Reach an agreement on the loan strategy and complete the necessary paperwork for application. Liaisoning with different stakeholders (real estate agent, solicitors,lender banks, valuation teams etc) and lodging the loan application and monitoring till we get the approval. Throughout implementation, our team will proactively keep you abreast with all the developments. Unlike the banks, you won’t have to go through a one sided process, and our team will make this process seamless and hassle-free for you. We will take care of the entire process right through from pre-approval to settlement and funding.
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Monitoring your Mortgage
Our relationship with clients does not end when your loan gets settled, in fact thats where it truly starts. We actively monitor your loan and keep you informed of any latest rate changes that can be beneficial for you. We proactively make any necessary recommendations if required.
