RT · Your Finance Journey
What to expect
Five stages.Walked together.
From your first call through to settlement... and the loan reviews that follow. You'll always know where we are, and what's next.
- 15-minute discovery call
- Hello Pack lands in your inbox
- Click “Get Started” to begin your Fact Find
01.
Discover
You're here
- 15-minute discovery call
- Hello Pack lands in your inbox
- Click “Get Started” to begin your Fact Find
02.
Plan
- Your Fact Find returned
- I assess your servicing
- You receive your Game Plan with my recommendation
03.
Apply
- Game Plan signed
- I lodge your application
- We wait... lender may come back with clarifying questions
04.
Approve
- Conditional approval
- Final conditions satisfied (e.g. insurance)
- Formal approval
05.
Settle
- Loan documents signed
- Settlement booked, solicitor takes the lead
- Loan settled!
but I don't stop there...
After settlement
Annual loan review. Broker for life.
Post-settlement check-in, annual reviews on rate and structure, and a broker you can call when life or lending shifts.
RTRebecca Tickner
Finance Broker
in association withFinance Broker
Structure first, loan second
Rebecca Tickner is a Credit Representative (CRN 571611) of Maxwell Financial Services Pty Ltd (ACN 109 836 400, Australian Credit Licence 384406). MFAA Member 281494. Indicative timeframes vary by lender and circumstances.