Custom Wealth Works Loan Process
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Loan Process

There is no charge for Custom Wealth Works specialist mortgage broking service*. The lender you choose pays us a commission from its profits. We don't play favourites. We simply help you find a suitable loan based on what you need. Here's how it works:

  1. You have a choice of lenders (see our lending panel)
  2. You'll know how much you can borrow
  3. We'll help you choose the right loan
  4. We'll help you get approved
  5. Help right through the process
  6. We'll be there whenever you need us

* Government and Lender fees and charges may apply

1.       You have a choice of Lenders
CWW is accredited with numerous banks and finance institutions and is therefore able to offer a wide range of mortgage and financial products, quickly and easily. Every lender has been chosen for its leading loan products and ongoing service levels.

2.       You'll know how much you can borrow
We understand that the “how much” question is on the top of most people's lists. With a few details, we can quickly find out which lenders will let you borrow the money you want.

3.       We'll help you choose the right loan
Your Custom Wealth Works Mortgage Broker can advise about the loans that are available to you. We'll review the details of each loan with you and help you choose the one that's right for your situation. We'll explain clearly in plain English all the features and costs of the chosen loan and tell you how much the repayments will be.

4.       We'll help you get approved
Your Custom Wealth Works Mortgage Broker will help you complete the loan application form. We will professionally package your application with all the supporting documentation and lodge it (in many cases electronically) with your chosen lender.

5.       Help right through the process
We'll take the hassle out of the application process by managing it on your behalf right through to settlement and beyond with our Gateway Financial Management program.

6.       We'll be there whenever you need us
After your loan has settled, we keep in regular contact with you to help with any questions or concerns. For those who decide to work with our Gateway Financial Management program we provide full training and ongoing budgeting/cashflow analysis.