The Hero Process™

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The only way to ensure each and every one of our clients benefit from the same consistent first class experience each and every time is to have a proven process. That’s why we’ve created a 7 step framework that really works for our clients, brokers and administrative team.

Most brokers and bankers will have some sort of process in place, over the years we’ve evolved and adapted ‘The Hero Process™ to ensure best practice.

The distinguishing feature of the frame work is “Property Research & Analysis” in step 6. The reality is that any one of the 16,000 brokers in Australia can organise a loan for you, however, we strongly believe in the importance of purchasing the right property, at the right price, with the right home loan solution.

Step 1 - The Broker Brief

Step 1 - The Broker Brief

To enable the overall strategy, the process starts with some easy to answer questions, so that we can learn and understand more about you, your current situation and what you'd like to achieve.

Step 2 - Crunch the numbers

Step 2 - Crunch the numbers

Start your property hunt with confidence. Based on the size of your deposit along with your level of income we will determine the right purchase price and repayment schedule for you. We make the numbers easy!

Step 3 - Create a plan

Step 3 - Create a plan

Everyone has a unique scenario. We will create a customised and tailored plan based on your individual needs and requirements. This includes things such as choice of banks, interest rates and product options and features (offset, redraw, fixed vs variable etc.)

Step 4 - Negotiation

Step 4 - Negotiation

If you're like most Australians, this is the biggest financial decision you will make. With access to over 41 lenders. You can leverage our relationships and knowledge of the banking system to obtain the best result. Our brokers are expert negotiators and represent you and your needs, not the bank's.

Step 5 - Complete Pre-Approval

Step 5 - Complete Pre-Approval

Avoid delays and get pre-approved quickly. All our brokers are ex-bankers who are able to put themselves in the shoes of the assessor. Therefore, we'll prepare and submit your application, including the correct commentary to ensure it's presented in the best possible light.

Step 6 - Property Research & Analysis

Step 6 - Property Research & Analysis

It's never about the loan only. We believe that financially over the long/medium term, securing the right property is far more important. Therefore, we'll provide you with the correct information and tools to ensure that you achieve the best of both worlds.

Step 7 - Buy with Confidence

Step 7 - Buy with Confidence

Be able to move quickly and stay ahead of the competition when making an offer or on auction day. You now have your finance lined up, with the right strategy and plan to make a wise and educated decision.

We work for you, not for the banks

We work for you, not for the banks

Tell us how we can help you

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