Contact Info
- 96 Queen Park, Los Vegas, USA
- +1 800 555 44 00
- mail@example.com
- Office Hrs: Today 9.00am to 6.00pm
About Glen
My Process - Simple, Clear and Built on Trust
1. We start with a conversation
Everything begins with a chat. I want to understand your plans, your family situation, your goals and what you’re trying to achieve.
At this stage, I’ll provide you with my Credit Guide. This outlines who I am, how I’m paid by lenders, my licence details and how the process works. Full transparency from the beginning and you’ll know exactly what to expect.
2. Understanding your position
Next, we gather your documents and look closely at your income, expenses and existing commitments.
I’ll assess your borrowing capacity and talk through strategies that make sense for you – not just to get approved, but to build something sustainable. This is where I ask the important questions about your future plans, lifestyle and long term wealth goals.
We’ll review your current income and look at ways to increase your borrowing power without increasing your income.
3. Clear recommendations
After comparing suitable lenders, I’ll present you with at least three options that align with your needs.
You’ll receive a Statement of Credit Advice (Credit Proposal Disclosure), which clearly explains:
- • Why the recommended loan suits your situation
- • The features and repayment structure
- • Any fees or lender costs
- • The commissions paid by the lender
There are no hidden surprises, and you choose what feels right for you and what aligns with your longer-term goals.
4. One point of contact from application to settlement, and beyond
Once you’re comfortable, I handle the application, liaise with the lenders and keep you informed every step of the way.
After settlement, I’m still here, inside your circle of trust. As your circumstances change, I’ll review your loan over the years, look at better options and help you continue building equity and financial stability.
You deal with one person. That’s me. And my goal is to help you build wealth through your property, now and into the future.