WELCOME TO SUCCESS FINANCIAL GROUP

we’re redefining mortgage brokering with empathy,purpose, and authenticity.

We have access to more than 70 lenders

OUR PROCESS

HEAR FROM
OUR CLIENTS​

"We were both amazed at how smooth the home loan pre-approval process with Success Financial Group. Pavan was incredibly knowledgeable, took us through the whole process and gave us multiple loan options to consider. He was able to find a great rate and enabled us to pay off few personal loans we had. Highly recommended!"

- Jake & Sarah T.

HEAR FROM
OUR CLIENTS​

"As a first-time homebuyer, I was nervous about getting a mortgage. When I met with Pavan, he took time to give me lot of information and guided me with the process. I couldn't be happier with my new home and loan terms."

- Manjula B.

HEAR FROM
OUR CLIENTS​

 "Since we initially took up life insurance we have not taken time to review if we were getting the best option and rates. After speaking with Success Financial Group they took on to compare and save use few hundred $ a year on both our life insurances. "

- Emma & Ben L.

HEAR FROM
OUR CLIENTS​

 "The peace of mind I have now after securing life insurance is priceless. The process was quick, and the premiums are very reasonable." "

- David W..

HEAR FROM
OUR CLIENTS​

 "I thought my credit score would prevent me from getting a decent car loan, but these guys worked magic! I'm now driving my dream car with manageable monthly payments."

- Jessica M.

HEAR FROM
OUR CLIENTS​

 "Success Financial Group was able to get a car loan approved almost 2% less than the car sales person offered. Their customer service was top-notch, and I'll definitely use them again in the future."

- Robert K..

HEAR FROM
OUR CLIENTS​

 "I needed a personal loan to consolidate some debt, and Paul offered us rates and terms that beat all other offers we had. The interest rate was much lower than I expected, and the approval process was fast."

- Linda H.

HEAR FROM
OUR CLIENTS​

 "I was impressed by how personalised the service was when I applied for a personal loan. They took the time to understand my situation and found a solution that works perfectly for me."

- Samuel R.

Blog Posts

Loans

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Commercial Property

Navigating the world of commercial property loans can be complex, but with the right guidance and information, securing finance for your commercial property in Australia is achievable. Whether you are...

Insurance

Insurance is a crucial part of financial planning, providing protection for you, your family, and your assets against unexpected events. We offer a range of insurance options to give you peace of mind...

Personal Finance

Our Personal Finance solutions are designed to help you achieve your personal goals. Whether you’re planning a major purchase, consolidating debt, or investing in a recreational asset, we offer a...

Business and Commercial Finance

Our Business and Commercial Finance solutions are designed to help businesses of all sizes thrive. Whether you’re a small start-up or a large corporation, we offer a range of tailored finance...

Developer Funding

Developer funding is crucial for real estate developers aiming to bring their visions to life. Whether it’s residential, commercial, or mixed-use projects, securing the right financial backing...

SMSF Loans

Investing in property through your Self-Managed Super Fund (SMSF) can be a strategic way to grow your retirement nest egg. However, it’s a complex process with stringent regulations. Our team of...

Residential Mortgages

Whether you’re buying your first home, refinancing an existing loan, investing in property, or building a new house, we offer a range of residential mortgage solutions tailored to your needs. Our team...

Get in touch

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Closing and Follow-Up

  • Coordinate the closing process, ensuring all necessary parties are informed and prepared.
  • Review the final loan documents with the customer, answering any questions and ensuring accuracy.
  • Follow up with the customer after closing to ensure their satisfaction and address any remaining concerns.
  • Provide guidance on post-closing matters such as mortgage payments, escrow accounts, and potential future refinancing options.

Underwriting and Approval

  • Facilitate communication between the underwriter and the customer, providing any additional documentation or explanations required.
  • Keep the customer informed about the status of their application and any conditions attached to the approval.
  • Address any concerns or questions the customer may have regarding the underwriting process.

Loan Application and Processing

  • Assist the customer in completing the loan application accurately and thoroughly.
  • Submit the application to the chosen lender and manage communication between the customer and the lender.
  • Proactively monitor the progress of the application, addressing any issues or delays promptly.
  • Coordinate with third-party service providers such as appraisers and title companies to ensure a smooth process.

Pre-Qualification and Documentation Gathering

  • Pre-qualify the customer based on the information provided and the chosen strategy.
  • Request necessary documentation such as pay stubs, tax returns, bank statements, and identification documents.
  • Guide the customer through the process of gathering and submitting required paperwork, offering assistance and clarification as needed.

Presentation and Recommendation

  • Present the findings from your research to the customer in a clear and understandable manner.
  • Offer a detailed recommendation of mortgage products, explaining the pros and cons of each option.
  • Discuss the potential financial implications and benefits of the recommended products, addressing any questions or concerns the customer might have.

Research & Strategy

  • Conduct thorough research on the best mortgage products and rates available based on the customer’s profile.
  • Analyse the customer’s financial data to determine the most suitable loan options.
  • Develop a tailored strategy that aligns with the customer’s financial goals and long-term plans.

STEP 1

Initial Consultation and Needs Assessment

  • Schedule an initial meeting with the customer to understand their needs, financial situation, and goals.
  • Gather essential information such as income, credit history, desired loan amount, and property details.

THANK YOU

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