Our Mortgage Advice Process
The Key & Compass Method
Discover the Key & Compass Mortgage Advice approach; a tailored system designed to streamline your lending experience.
Whether you're purchasing your first home, refinancing, or investing, we break down the process into manageable steps to ensure you can proceed with confidence and clarity.
From understanding your financial goals to creating a customised mortgage plan, Key & Compass prioritises your needs to ensure best possible outcomes.
Start your journey today and witness the difference of informed lending.
Our 5-step process
Discovery
Discovery is about understanding you, your goals and where you are starting
from.
Align
Align is where we turn information into a plan and line you up with the right lenders.
Secure
Secure is about obtaining conditional approval from lenders and giving you the confidence to move forward.
Support
Support is where we finalise your lending and help you through to settlement.
Review
Review is about looking after you and your lending over time, not just at the point
of approval.
The three meetings to expect
Meeting 1:
Discovery session
This is where we learn what you’re aiming for, run the numbers properly, and answer your first questions in plain English.
Meeting 2:
Approval
Once we’ve heard back from lenders, we’ll walk through what’s been approved (or not), what conditions mean, and how to move forward.
Meeting 3:
Loan Structure
This is where we compare final offers and build a lending structure that fits your goals now, and later.
Don't worry, these are just the standard meetings. We can meet as many times as needed to ensure you are fully comfortable with everything!
To get started, click the link below and book your free intro call with an adviser.
The full client journey guide is available for download HERE
Let’s Work Together
Book your FREE 15-minute consultation