Partnership Support
Support Material
Easy-to-follow guides to support your clients through key parts of their lending journey. Each document provides clarity, sets expectations and helps clients feel more prepared.
Home Loan Application Process Guide
A simple one-page overview of the seven-step home loan journey, from the first call through to settlement and beyond.
Helps clients understand what to expect and highlights how their dedicated broker supports them at every stage.
Commercial Loan Application Process Guide
A clear one-page breakdown of the commercial lending process, outlining the five key steps from first conversation to settlement.
Ideal for setting realistic expectations, especially since commercial applications differ from residential and can surprise first-time applicants.
A practical, comprehensive checklist clients can use when inspecting a property.
Helps them focus on key structural and cosmetic details to ensure the home meets their expectations before progressing further.
Property Inspection Checklist
Monthly Living Expenses Checklist
A simple and helpful guide for preparing accurate living expenses ahead of a home loan application.
Supports responsible lending requirements and helps clients feel more organised and confident.
Investment Property Expense Checklist
A simple and helpful guide for preparing accurate living expenses ahead of a home loan application.
Supports responsible lending requirements and helps clients feel more organised and confident.




















