How to Work with Us
Your Journey, Made Simple
Whether you're buying your first home, expanding your property portfolio, growing your business, or exploring refinancing options, we're here to guide you through every step of the process. Here's what you can expect when working with our team:
1. Getting Started - Let's Chat
Connecting with us is easy. Simply reach out via phone, email, or BOOK A CONSULT. During this initial conversation, we'll discuss your goals, your current situation, and what you're hoping to achieve. We will also guide you and answer any queries you might have.
2. Understanding Your Situation
Once we've connected, we'll ask you to complete our privacy consent form and detailed fact-find questionnaire. This covers your personal details, employment situation, financial position, and specific requirements. We'll also provide you with a clear list of documents we'll need to assess your position accurately and present you with the best possible options.
3. Exploring Your Options
We'll arrange a meeting (in person or via video call) to walk through your financing options. We'll present loan products and strategies that align with your goals, explain the pros and cons of different approaches, and answer any questions you have about lenders, timeframes, or requirements.
4. Submitting Your Application
Once you've chosen your preferred option, we'll handle the application process for you. We'll complete all the paperwork, coordinate document collection, and submit everything to your chosen lender. You'll just need to review and e-sign the application forms – we take care of the rest.
5. Managing the Assessment Process
After lodging your application, we'll keep you informed about expected timeframes and any additional information the lender might need. We act as your liaison with the lender, ensuring clear communication and prompt responses to any requests. When your loan is approved, we'll guide you through the contract signing process and help prepare for settlement.
6. Getting to Settlement
We'll work closely with your solicitor or conveyancer to ensure everything runs smoothly on settlement day. Most of the coordination happens well before settlement, so there are minimal surprises or stress when it's time to get the keys to your new property or finalize your business purchase.
7. Ongoing Partnership
Our relationship doesn't end at settlement. We provide regular reviews of your loans to ensure you're always getting competitive rates and terms that suit your evolving circumstances. Whether your situation changes or new opportunities arise, we're here to help optimize your financing for the long term.
What Makes Assure Mortgage Different?
Qualification and Experience: With a double degree and a diploma in finance and mortgage broking, and over 10 years of complex problem solving and finance experience in the construction and finance industry, we will dissect and provide solutions to your unique challenges
Comprehensive Service: From home loans to complex commercial developments, we handle all types of financing under one roof
Personal Approach: We meet you where and when it's convenient, and we speak in simple terms, not finance jargon, helping you understand every step of the process
Ongoing Support: We're your finance partners for life, not just for one transaction
