At Smartfinn Advisors, we simplify the loan process, guiding our clients from assessing financial circumstances to identifying and managing the right loan. Our advisors offer personalised assistance with home loans, investment loans, refinancing, and more. We also handle the entire application process, monitor settlement, and provide ongoing loan reviews to ensure long-term satisfaction.
Our team of advisors aim to simplify the loan process for you and works towards finding the right loan for your circumstances.
1. Assess Your Financial Circumstances – Our advisors take time to meet and discuss your needs. Details of your financial circumstances and the documents provided by you will assist the advisor in understanding your financial position.
2. Identify a Suitable Loan – After meeting you to understand your objectives, your advisor will research lender products to find a suitable loan for you. They will then, discuss options and give loan comparisons to choose from so you are 100% comfortable with the final outcome.
3. Manage the Application Process – Once you are happy to proceed, your Smartfinn Advisor will move forward with you by assisting with the paper work, coordinating with the lender during the application process and finally the signing of contracts issued by the lender.
4. Monitor Settlement – Your advisor will monitor the loan application process to completion, guiding you at every step so there is minimal stress throughout process. They go further in coordinating with your solicitor and lender to ensure the settlement is conducted on time.
5. Ongoing Review – Smartfinn Advisors continue to care about you once the process is complete. Your advisor will be in touch on an annual basis to review the status of your loan and understand your changing financial needs to make sure your loan continues to be the right one for you.
Quality service, extensive knowledge and ongoing learning is the foundation of outstanding financial advice. But, more importantly “if you’re happy, we’re happy.” Our Advisors have a diverse array of skills and experience. Our Advisors ensure ideas are shared to determine not only the right loans but also an effective way to implement them to achieve your financial goals. You can be confident that advice from a Smartfinn Advisor delivers a quality end result.
Our advisors are certified with many lenders. They do all the required research to identify lenders and products that are suitable solutions to your current situation and ensure there is minimal impact on your credit report.
We thrive on working as a team to brainstorm challenging scenarios to generate positive outcomes for our clients. Our Advisors will list out the most recent promotional offers from various lenders as part of the selection criteria.
We check in with you after every transaction to make sure you’re totally satisfied with the quality of our service. On an annual basis, we will contact you to ensure that your loan continue to be suitable for your current circumstances.
Details of the paperwork and the process with lenders or the solicitors will be explained. You can rely on your advisor to manage the process from start to finish taking away any concerns and giving you time to focus on more important things.
Our advisors will keep you up to date with latest news from within finance industry so that you know exactly what is going on. They would be happy to hear from you and be updated with any changes to your situation.
Our in-house technical team makes sure they continue to research to identify the latest tools and technology for the industry. This keeps our advisor equipped to be competitive and ensure our clients gets ongoing quality service.
The process begins with assessing your financial circumstances, where our advisors will meet with you to understand your needs and financial situation.
After evaluating your needs, we research lender products, provide loan comparisons, and work with you to find the best loan option.
We assist with paperwork, coordinate with lenders, and ensure contracts are signed efficiently.
Yes, we monitor the application through to settlement, coordinating with your solicitor and lender to ensure a smooth process.
We provide a variety of loan options including home loans, vehicle loans, asset finance, business loans, and more.
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