After our initial compliance information and consultation (phone or face to face) has been completed, you simply fill out our online assessment tool.
We then provide you with some preliminary options for review:
- Step 1: Fill out our online assessment with your needs and we will respond back with some preliminary options.
- Step 2: Email or fax your supporting documents
- Step 3: We will advise the most appropriate structure to meet your needs and work with you to deliver a solution.
If you’ve dealt with us before the process is even simpler. That’s the beauty of a relationship where the same person who handles your loan can also help with a home loan, business loan, car finance or equipment lease. One conversation with one consultant who already has your information and understands your situation.