Our Process

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We will fix an appointment for an initial consultation (viaPhone, Zoom, OR Face to Face) to understand your specific requirements.We will discuss your current financial position and get a clear understanding of your lending needs and objectives.


We will request the necessary information to understand your financial position and obtain supporting documents to confirm the identity, income, expenses, assets, liabilities and other financial information.


We will do a detailed review of your financial situation based on the information and documents provided by you to understand your loan eligibility and then will compare different products from various lenders to find the best loan options for your specific needs and objectives.


We will suggest suitable loan product options for you to consider, including an analytical assessment of the most suitable deal available. We will prepare a detailed credit proposal based on your preferences and requirements and explain the pros & cons as well as the different lenders requirements to enable you to make an informed decision.


Reach on a mutual agreement on the loan strategy and option that you want to go ahead with. We will then complete the necessary paperwork for application and lodge the loan application with the agreed lender.


We will liaise with the lender on your behalf to get the application approved as quickly as possible.


Throughout this process, we will proactively keep you updated 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.


Our relationship with you does not end when your loan gets settled, in fact that’s where it truly starts. We will review your loan and interest rate at regular periodic intervals and proactively make any necessary recommendations if required.