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PROCESS

01

ILLUSTRATION
You complete the Fact Find, sign our Terms of Business and pay our administration fee. We will go to market to get a wide variety of tailored quotes to suit your specific requirements.

02

DUE DILIGENCE
Having decided on the lender that suits your strategy, we will complete background KYC and AML checks, requiring access to personal documentation.

03

APPLICATION
Having captured any additional information we will complete the lender application forms, submitting required documentation.

04

DECISION

Based on the information submitted the lender will provide a formal quotation, subject to credit and legals being signed off.

05

VALUATION
The Lender may need to obtain quotes from valuers and present these to the client. These tend to vary significantly in price and availability.

06

OFFER

A formal offer is presented to the client to determine if they wish to proceed and our offer fee is invoiced.

07

LEGAL
Solicitors acting on behalf of the lender and the borrower will coordinate with regard to the process, adding the charges to the company, and agreeing formal terms for the loan repayment.

08

COMPLETION
Having formalised and signed all paperwork, the lender will disburse the funds to the account of the borrower.

We will get back in touch when it's time to refinance.

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