A preliminary assessment forms an important part of our home loan application process. We will get your basic information, payslips, ID, statements etc. and prepare a detailed, personalised borrowing capacity and funds position assessment.
We find giving you all of this detail and information upfront means you get far more value out of your meeting with us. We would much rather give you tailored figures and an accurate borrowing capacity than rough figures from basic online calculators.
This information also forms the basis of a loan application should you wish to proceed to that stage, with the information provided for the preliminary assessment comprising nearly all the information required to submit to most lenders.