10 Step Loan Process

Step 1.
We initiate the first meeting / telephone / email contact, and discuss your requirements and needs
Step 2.
We use state of the art technology to gather initial data from you to shape and structure the loan proposal
Step 3.
We search the market for the most suitable loan to match your needs using leading edge technology and the significant experience of First Point Group team
Step 4.
Our loan recommendation is presented to you
Step 5.
Once we agree to proceed, we gather any remaining data required for your loan application

Step 6.
Loan submission prepared and lodged on your behalf directly to the Lender
Step 7.
Loan approval decision (or otherwise) communicated to you
Step 8.
We manage the entire process including property valuation, liaising with your solicitor/conveyancer, preparation of Loan Documents, document return and settlement process – keeping you informed throughout
Step 9.
Post settlement follow up with you to ensure any questions are answered
Step 10.
On going annual review process ensuring your loan remains competitive and meets your needs