Easy Steps

1. Loan Enquiry

Complete an application form on our website or call us on 0411673965. One of our Client Account Managers will then call you for a preliminary discussion about your loan requirements and the most appropriate solution for your needs.

2. Application Form & Detailed Quote

If you are satisfied with the proposed solution, you can then obtain a Detailed Quote. One of our Managers will email or fax you a Commercial One data collection form. When completed, this provides the information we require to finalize a Detailed Quote. Once we receive this back from you we will then quickly email you a Detailed Quote summarizing the lender, loan amount, interest rate, fees, loan features and other information relevant to your application & loan requirements.

3. Proceeding to Approval

If you are satisfied with the Detailed Quote, simply send through the quote acceptance & any further information required (as detailed in the quote) and we will then arrange an approval subject to Banks’s credit policy.

4. Letter of Offer

Once the loan is approved we will send you a Letter of Offer which will confirm that the loan is approved.

5. Mortgage Documents

Mortgage documents will be prepared and mailed to you or your solicitor/conveyance/lending institute.

6. Settlement

Once mortgage documents have been executed settlement can proceed. We proactively assist at every step to ensure the process runs smoothly.

We can deal with

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Business & Commercial

Business & Commercial Loans

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Car/Equipment Loans

Car/Equipment Loans

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Insurance Planning

Insurance Planning

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Financial Planning

Financial Planning

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Property Investment

Property Investment Loan