How It Works

The advice process


Document Submission

Clients initiate the consultation process by submitting their relevant documents, including financial statements, property details, and any other information pertinent to their mortgage needs. This initial step allows our mortgage specialists to gain a comprehensive understanding of the clients' financial situation and property goals.


Fact-finding Consultation

Our mortgage specialists conduct a thorough fact-finding consultation to gather detailed information about the clients' financial circumstances, employment history, credit history, and property aspirations. This in-depth discussion enables us to tailor our mortgage recommendations to align with the clients' specific needs and goals.


Recommendation & Presentation

Following the fact-finding consultation, our mortgage specialists schedule a meeting to present a personalized mortgage recommendation. During this meeting, we clearly explain the details of the recommended mortgage, including the interest rate, loan amount, repayment terms, and any associated fees


After-sales Follow-up

Our commitment to our clients extends beyond the initial consultation process. We maintain open communication channels to address any questions or concerns that may arise throughout the mortgage application and beyond. This ongoing support ensures that our clients feel confident and well-informed throughout their mortgage journey.