For Clients

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We are aware of the process you will face. No worries, you are on the right hands.

Scheduling Appointment

At the scheduled meeting, we will go into detail and find a tailored solution to your financing needs. We may also give you a quick presentation of various options that might be suitable as each loan package comes with its own set of terms and conditions. Subsequent meetings may be required thereafter to sort out more details and deciding on the best plan to proceed with. There will be several documents you will have to submit that your Relationship Manager will guide you through. For your convenience we have provided the links for most of the required documents and they can be found in Resources. Once complete, we will draw up all the paperwork and make the submission to your chosen bank/financial institution. mortgage broker  appointment

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