Talking to someone who gets it really makes a difference

The Mortgage Sure team have a wealth of experience and knowledge in managing mortgage and finance needs. Whether you’re purchasing your first home, next home, an investment property or trying to grow your business, our aim is to help you secure the finance you need to achieve your goals and objectives. 

How we work with you

1

First chat

We will get to know you and ensure you know what we do and how we do it. Our mortgage advisers will talk to you about your goals and objectives, and whether we can help you. Where possible we would like to have this meeting face to face, however we can also connect with you via Zoom. 

4

Lodge your application

Once we have gathered the information we need from you, completed our research and given you a recommendation, we will package your application and submit it off to the lender. During this stage we monitor your application to ensure you get an outcome as quickly as possible.

2

Understanding your situation

We take the time to understand and get an overview of your situation. This involves gathering information from you, including family details, income, assets and other financial information. We will usually do this at the same time as the first initial chat. 

5

Approval moment

Congratulations! This is what we live for. Now that you have the thumbs up from the lender for what you need, we will work with you to meet any conditions, structure your lending and help you manage the loan documentation process. 

3

Research and recommend

We will research the market and provide you with a recommendation that we think meets your needs and objectives. We will also make sure this recommendation is competitive compared to other solutions in the market. 

6

Settlement process and being together for the long haul

We’ll also be there for you during the settlement process to make sure your loan draws down and settles smoothly. We will work closely with your lawyer, real estate agent, and any other third parties involved in the transaction to make sure everything comes together for you on settlement day. 

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