Seven ready-to-use documents to send to your clients at the right moment in the loan process. These are the documents that answer the questions clients always ask – before they even have to ask them.
This includes:
Guide to Structuring Your Accounts – helps clients understand how to set up their banking to work in their favour before and after settlement.
The Loan Process – a plain English overview of what happens from application through to settlement, so clients know what to expect and when.
Timeline – Borrowing to Build – a step-by-step timeline for clients going through a construction loan, from land purchase to final draw-down.
Timeline – Borrowing to Buy – a step-by-step timeline for clients purchasing an established property, from application to settlement.
Timeline – Borrowing to Buy (ACT) – the same purchase timeline adapted for ACT-specific conveyancing requirements.
Timeline – Borrowing to Refinance – a step-by-step timeline for clients refinancing an existing loan, from application to settlement.
Tips for Signing Loan Documents – a practical guide to help clients get their loan documents right the first time, avoiding delays at settlement.
All files are provided as editable Word documents, ready to brand and make your own.
Seven ready-to-use documents to send to your clients at the right moment in the loan process. These are the documents that answer the questions clients always ask – before they even have to ask them.
This includes:
Guide to Structuring Your Accounts – helps clients understand how to set up their banking to work in their favour before and after settlement.
The Loan Process – a plain English overview of what happens from application through to settlement, so clients know what to expect and when.
Timeline – Borrowing to Build – a step-by-step timeline for clients going through a construction loan, from land purchase to final draw-down.
Timeline – Borrowing to Buy – a step-by-step timeline for clients purchasing an established property, from application to settlement.
Timeline – Borrowing to Buy (ACT) – the same purchase timeline adapted for ACT-specific conveyancing requirements.
Timeline – Borrowing to Refinance – a step-by-step timeline for clients refinancing an existing loan, from application to settlement.
Tips for Signing Loan Documents – a practical guide to help clients get their loan documents right the first time, avoiding delays at settlement.
All files are provided as editable Word documents, ready to brand and make your own.
