ASSESSING YOUR NEEDS
A mortgage broker will take the time to understand your needs, discuss your financial circumstances and identify your loan requirements. As a first step, they’ll discuss your property goals, factoring in your loan requirements considering your lifestyle, job, family and other aspects. They’ll also discuss the type of documents needed to assist you to make a loan application – such as pay slips, tax returns, and personal bank statements. Once they have a clear understanding of your financial situation and goals, your broker will be able to advise you on your home loan options.