Process

Get in touch for an initial free, no-obligation chat about how we might be able to help you.

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The process

Our approach is based on finding the right solution for you. We have access to a wide variety of lenders and products, which helps us to find you most suitable outcome.

     

Getting started

We won’t judge you, or your spending habits. The way we work is that you tell us everything and we’ll use the relevant parts in order to go to the lender to get your deal.

We’re not like a formal bank. We’re more like knowledgeable friends or mentors. We always think to ourselves “What would we personally do in that situation?” And we treat you as we’d like to be treated.

Step 1

Your initial inquiry is a no obligation call to see if we feel we can work well together. We’ll find out roughly what you’re looking for and what your budget is. You have plenty of time to ask us questions and to go away and think about everything before going ahead.

     

     

Step 2

If you’d like to work with us, we’ll send you details about how we work and any costs you may typically face during the process. We’ll then be able to get a decision in principal for you (if you’re a home buyer) or a recommendation (if you’re looking to remortgage).

Step 3

The final step is about dotting the Is and crossing the Ts. This is where we secure the finance for you, get the mortgage offer and complete the application process. We’ll keep you fully informed throughout so that we can get everything done with as little hassle as possible.