Introductions
Mortgage Specialist Introductions
If you are considering financing a property, we can introduce you to licensed mortgage specialists and coordinate meetings.
Who it’s for
- Residents planning a property purchase
- Investors exploring financing options
Examples of help
- Introductions to licensed brokers
- Coordinating meetings and viewings
Coordinated personally
- Scheduling and follow-up
- Keeping your timeline organised
Delivered by specialists
- Licensed mortgage brokers and banks
Regulated advice and services are provided by appropriately licensed specialists. Who contracts with you, who invoices and any referral relationship will be stated clearly before work begins.
Process
- 01Share your request
- 02Agree scope and fees
- 03Coordination begins
- 04Regular updates
Scope & fees
Fees are agreed before work begins and depend on:
- The number of tasks, people or locations involved.
- Timing and how quickly the work needs to begin.
- Whether support is in person, remote or mixed.
- Third-party and government fees, which are charged separately.
Questions
How are fees agreed?+
Scope and fees are confirmed in writing before any work begins. Third-party charges and government fees are separate and shared with you in advance.
Is there a referral relationship?+
Any referral relationship will be disclosed to you clearly before an introduction is made.
