What Is Our Home Loan Process? | An Eight Stage Walkthrough
This week, we wanted to give you an inside look into our finance team's process and guide you through each stage we take our clients through when they choose us as their mortgage broker.
At Elephant Advisory, we have an eight stage process to get you to home loan approval, starting from where we get to understand your needs and goals, all the way to following up with you and your lender long after approval has been achieved.
If you are looking for a mortgage broker who will work thoroughly to find the best possible home loan rates and deals for you, you can book a meeting with Shehan or our finance team through the links below.
0:00 Introduction
0:31 Stage One: Fact-Finding
1:22 Stage Two: Client Portal & Documents
2:10 Stage Three: Initial Proposal
2:54 Stage Four: Proposal Revisions
3:25 Stage Five: Discussing Banks
4:34 Stage Six: Loan Documents
5:26 Stage Seven: Settlement
6:36 Stage Eight: Lifetime Post-Care
7:23 Conclusion
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Elephant Advisory is an award-winning accounting and mortgage brokering firm in Melbourne, with a long history of helping our clients achieve their business and property goals.
We believe that the key to financial and business success comes from a few good decisions and sound money management. This is why it is our goal to provide free educational resources to help Australians make informed decisions for their family, their business and their mortgage.
If you're looking for further advice or help with growing your business or finding the perfect home loan for your next property purchase, book a free consultation with a member of our friendly team of experts.
Watch us: / elephantadvisory
Our Website: https://www.elephantadvisory.com.au/
Our Accounting: https://www.elephantadvisory.com.au/s...
Our Mortgage Brokering: https://www.elephantadvisory.com.au/s...
Find Shehan here: / shehanw
DISCLAIMER: The material provided is for information purposes only and is not to be considered financial advice. It is to be used as a guide in purchasing a home and attaining the finance needed to do so. The information offered by us has been given in good faith. As lenders reserve the right to change the terms and conditions of loans without notice to us it is advised that you carefully check the legal and commercial documentation provided by the lenders before formally agreeing to a loan.