Identity theft
21st April 2025
Our Process
Discovery :
Lets have a quick chat by phone or virtually, to understand what you are trying to do. Based on this basic chat, we can answer some simple questions or arrange to move to a more formal information gathering.
Information Gathering:
We will email you our Welcome Pack and then you can access our online Customer Information System. During this part of the process you will provide personal information about yourself and your financial situation. Our Customer Information System (MyCRM) has multiple layers of security controls including encryption, data loss prevention, access monitoring, multi-factor authentication (MFA), and regular vulnerability testing to protect customer data.
Game Plan:
Once we know your financial situation and what you need a loan for, then we will prepare a Game Plan. The Game Plan outlines the finance plan, your situation, costs and fees involved, comparison of lenders we have compared for you and the ultimate selection for you.
Application:
Once we have your information and you have selected a property, we can prepare and lodge a loan application with the selected lender. The application is based on our Game Plan. We will then manage the application process all the way through to settlement. So we will be with you every step of the way.
Settlement and Beyond:
Congratulations! You’ve done it and purchased your home. We will be there to assist with information about the settlement. We will follow up and ensure everything about your loan is correct and working for you. Any issues? We are here to help.