We are thrilled to embark on this journey with you towards financial freedom.
Your best next steps...
In this guide, you'll find an introduction to our Hello Book, application form, and document list. These tools are designed to guide you through our process and explain how we work.
Here are the key action points and considerations to keep in mind as we navigate this process together.
Attached to our welcome email is our Hello Book, which introduces who we are, who we collaborate with, and how we operate. It also includes essential legal disclosures.
Familiarizing yourself with this information lays the foundation for a successful partnership.
Understand payment clauses:
Please review the clauses on page 10 of our Hello Book concerning when you might need to pay us.
While these situations are rare, awareness is essential to avoid any surprises down the line.
Complete the application form and gather documents:
Along with the application form, you'll find a list of required documents. Provide as many details as possible upfront, as the bank needs all information to assess your position.
Thoroughness is key to avoid any delays.
Wait for bank processing:
Once your documents are submitted, our analyst team will assemble your application and present it to the bank. Depending on the type of approval, this process can take a few days to 2 weeks.
Rest assured, we will keep you informed throughout this waiting period.
Review your approval and summary:
When your approval arrives, we'll send it to you along with a summary that simplifies all the details.
This summary ensures you fully understand your financial position and the path forward.
Reach out with questions:
Remember, we are on your side and here to help you every step of the way. Feel free to contact your adviser at any time with questions or concerns.
We are committed to making this process as smooth and transparent as possible.
Connecting you to your financial freedom is our mission and privilege. By following these action points and maintaining open communication, we're confident in achieving success together.
Thank you for entrusting us with this vital aspect of your financial journey. Your dreams are within reach, and we're excited to help you realize them!
Our award winning team
Proactive
We’ll hunt the market to find you the best deal, and provide all the advice you need to enjoy and understand the process.
Experienced
Our highly experienced mortgage brokers are dedicated to helping Kiwis buy their dream home or property
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