How it works

We require the Broker to complete the necessary broker tasks before we start packaging an application.

We will finalize the CRM and complete Apply Online.

LoanWriting Team will request additional supporting documents from the customer directly, generate and send loan application forms, credit assessment and discharge forms to the customer for signing.

We can assist you with preparing FHOG/FHLDS forms, ordering valuations, submitting pricing requests (selected lender only), preparing a servicing calculator (if you have not done so already on your selected lender), and generating credit reports from Broker’s aggregator software.

Once the customer returns the signed credit assessment and application forms, we will finalize the application and advise you that the application is ready for review and submission.

LoanWriting Team will complete all lender, solicitor, and conveyancer follow-up from submission to settlement, including updating milestones in Broker CRM if applicable.

We provide the customer with regular updates and liaise with them to obtain any outstanding information required from the bank. If the missing information is credit critical, we will work with the broker to determine the best course of action.

Loan Writing Team will email the customer the formal approval letter and outline the next steps.

We will complete all associated tasks for the Discharge and make sure the OFI is ready for settlement.

Loan Writing Team can assist customers with Loan Documents sign up over the phone, or if they are local to our office, they can come in and sign with us.

Loan Writing Team will liaise with all parties to make the file ready for settlement and advise the customer once settlement is booked.

Loan Writing Team will complete post-settlement tasks such as one Fixed rate expiry follow-up, one Variable rate follow-up, and Construction Tracking until construction completion.