What we do
Our experienced mortgage professionals are trained in handling different aspects of the mortgage process, starting from research, product comparison, assessment, compliance documents, lodging application and regular follow-up.
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First Home Owner Grant
Mortgage is a type of loan where a real estate is been used as a collateral. Typically, it is used to finance a home (owner occupied) or an investment property. The borrower pays an initial deposit which normally varies from 10% to 20%. The mortgage in Australia is set up for 30 years. The borrower
Read moreOur Services
We work closely with mortgage brokers to understand their specific needs and requirements and customise the services, ensuring mortgage brokers receive the level of support they require along with accuracy and accountability. By opting for these steps, mortgage brokers can focus on their core business while Carisma handles all the tasks.
Our experienced mortgage professionals are trained in handling different aspects of the mortgage process, starting from research, product comparison, assessment, compliance documents, lodging application and regular follow-up.
- Fact Find
- Review of Files
- Valuations
- Assessment of Client financial Situation
- Comparing the Lenders
- Pricing
- Track the Application
- Follow up with Lenders
- Discharge Forms & Mailing Settlement Letters
- Progress Payments
- Rolling Settlement Check-In
- Pricing/Discount Review
- Custom CRM
- RPA Solutions
- Power BI Solutions
Platforms and Research Centres
