About Quick Biz Finance
Our approach at Quick Biz Finance Mortgage Brokers servicing Croydon,Tarneit,Craigieburn,and surrounding areas is highly adaptable, ensuring we work with you in a manner that best suits your preferences for securing finance approval. Below is a typical roadmap of how we assist our clients, though we’re more than willing to customise this process to fit your specific needs.
Initial Engagement – Upon your initial outreach, we coordinate a convenient time for a conversation, whether that’s over the phone, through a video conference, or in person. Our primary aim during this initial discussion is to understand your financial goals and establish a tailored approach for your finance approval process.
Documentation and Preparation – Following our conversation, we’ll provide you with a link to our comprehensive “Fact Find,” which includes our Credit Services Guide. This form is crucial for you to detail your financial circumstances, allowing us to pinpoint how we can best assist in achieving your goals.
Credit Evaluation – Utilising the information from the “Fact Find” and our grasp of your objectives, we leverage our extensive expertise and deep knowledge of lender policies and products to evaluate your borrowing potential and explore your financing options.
Exploring Your Options – In our follow-up discussions, we will present our analysis, outlining the financing options we’ve identified and how they stack up against one another. Drawing on years of experience and a multitude of client interactions, we’ll share insights on various lenders’ service levels, fees, usability, and ongoing performance. We also provide a formal statement of advice, detailing our recommendations and their rationale. Together, we’ll review the next steps and assist you in making an informed decision.
Application Process – Once you’re set to proceed, we’ll handle the preparation and submission of your application to the chosen lender.
Approval Stage – We act as your intermediary with the lender to secure a prompt approval. Additionally, we guide you through the purchase or refinance process, advising you on interactions with other professionals, such as solicitors and real estate agents.
Settlement Assistance – Post-approval, we support you in executing the loan documents accurately and coordinate with the bank to ensure timely settlement.
Ongoing Support – Our service extends well beyond the settlement of your loan. We’re dedicated to helping you save money throughout the life of your loan, actively managing your mortgage to adapt to market changes and enhance your savings. We believe in fostering enduring client relationships, offering ongoing support and advice as you navigate through the various stages of homeownership.