The information contained in this website is of a general nature only. Please contact us for an obligation free credit assessment to determine the right mortgage loan type for you.
Enquiry/Preliminary Assessment
We get the ball rolling by providing you with a copy of the Custom Financial Credit Guide. An important document that fully discloses to you information about the service we provide and how we are remunerated. We then ask you to complete a Preliminary Assessment form so we can gather the relevant facts about you, your financial position and what you are seeking to do. This information in conjunction with a detailed face to face to face meeting will then be used to conduct an assessment into the suitability of your credit proposal. We then prepare professional and personalised written credit advice that is provided to you for decision making in your own time and space.
Application
If you like one of our recommended credit solutions and would like to proceed, we obtain your written authority to formally lodge your application with your chosen lender. We prepare a professional loan submission ensuring your application has the highest likelihood of finance approval. We then monitor progress and timeframes and keep you informed every step of the way.
Settlement
Our service remains very active throughout the settlement period ensuring critical documentary and time related criteria are met so that your settlement can be as hassle-free as possible. We proactively liaise with conveyancers, lenders, valuers and real estate agents enabling all stakeholders to remain informed throughout the process.
Post Settlement
Once a loan has settled, our work is far from over. We remain available to all of our clients for ongoing queries and reviews to ensure the appropriateness of our credit solution well into the future.
"Thank you for your advice over the years, I find you to be genuine and helpful, a rare quality in finance these days. PF Roxburgh Park VIC"
Custom Financial becomes one of the first Mortgage Brokers in Australia to be issued with an Australian Credit License.
First Home Owners Grants from $7,000 to $26,500 still available in Victoria until 30/06/2012. Email us today to check your eligibility.
