Making It Simple For You

They say the simple things in life are always the best – we couldn’t agree more. That’s why we’ve taken “the complex” out of lending by developing a streamlined process using our expertise and skills to get the most out of what our panel of lenders have to offer. Step-by-step we work openly with you in search of the best financial solution that will deliver the most outstanding personal or commercial result. We’re focused. We’re efficient. We’re there for you.

Lending Process

Fact Find +

Supporting Documents

We work together to assess your financial situation, requirements and objectives then compile the required lender information including identification, income, expenses, assets and liabilities.
Preliminary Assessment +

Finance Proposal

Conduct a credit assessment with lenders to establish your borrowing capacity and prequalifying finance proposal including; suggested lenders, products, special offers and finance structure.
Formal Submission We submit the chosen lender finance application for formal approval including procedural documentation and bank account linking assistance (on request).
Approval Here’s the best part – the lender issues an unconditional approval meaning it’s time to celebrate with all the hard work now done!
Settlement New loan settlement help with you, your legal representative and the chosen lender.
Ongoing Relationship Personal assistance with any ongoing requests and enquiries.
Review Invitation to a loan review considering your current financial position and relevant market movements E.G. reduced interest rates, etc.

Enquire now

Get in touch to find out how Walker Financial can help you achieve your financial goals