What happens when I see a mortgage broker?

Your first meeting with a broker will take around an hour. Every meeting is different, depending on your individual needs, but it will generally include the steps below.

What happens when you see a Mortgage Choice broker?

It’s good to know what to expect when you see a Mortgage Choice broker for the first time. It’s also a chance to ask any questions you may have about home loans and home buying. Watch this video to find out what to expect.

Your first meeting with a Mortgage Choice broker

  • 1

    Your Mortgage Choice broker will find out as much as possible about your circumstances and goals, to see how we can support you.

  • 2

    Ask those burning questions you may have about home loans and home buying. Our brokers have a wealth of knowledge built over years of helping clients with every scenario under the sun, so they’re a great resource for you to tap into.

  • 3

    Based on your circumstances and needs, your broker will use our sophisticated Loan Qualifier software to compare hundreds of home loans from a wide choice of lenders, including the big four banks.

  • 4

    Together, you’ll identify the right home loan for you based on your individual needs. Should you decide you wish to go ahead with an application, your broker will prepare all of the paperwork and support you through the entire application and settlement process.

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Download your appointment checklist here

What should you bring to the first meeting?

We'll need to ask you a number of questions about your financial position, so it's best to bring as much information as you can to this first meeting, such as:

  • pay slip or proof of income
  • current bank statements
  • your passport or driver's licence (ID) or birth certificate
  • tax returns or tax assessment notice
  • copies of recent statements for other credit facilities such as credit cards or other loans
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