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Who's looking for a finance broker?
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Just me
Me and my partner
Have you used a mortgage/finance broker before?
Yes
No
How was their service?
Rate 1 out of 5
Rate 2 out of 5
Rate 3 out of 5
Rate 4 out of 5
Rate 5 out of 5
That's no good. What made the experience so bad?
Just ok? What about the experience was so underwhelming?
Can we ask why you're not using that broker again?
What's their name? (So we know not to match you with them)
First
Last
Thinking about your ideal finance broker, are they...
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Female
Male
Either
Easy. What's important to you in a finance broker?
Location
Empathy
Speed
Effort
Communication
Expertise
Professionalism
Ethics
Flexibility
Anything else?
Excellent! Having all the facts upfront can improve your experience. Select the topics you'd like your broker to explain to you
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How long the process will take
How they'll work with you long-term
How they get paid
How they decide which loan to recommend
What else might you want to know?
What could your broker do that would be a real dealbreaker?
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Choose the locations you'll happily meet your broker
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Their office
My home
Local cafe
Online
What's most important to you in a loan?
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That it's with a lender I like
Whether I can get approved
The interest rate
That it's with an ethical lender
Low annual fees
No idea!
Anything else?
Alright, we're on the home stretch. Tell us what you need help with
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Buying a property
Refinancing
Business finance
Something else
How exciting! Where are you in the process?
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I've signed the contract!
I've got my eye on 'the one'
I'm still looking!
I'm still dreaming...
We'd better get a move on then! When do you want someone to contact you by?
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Smart move to look at getting your finances sorted now. When do you want someone to contact you by?
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Tell us a little about your goals and situation
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Which generation do you most identify with?
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Pre-boomer (born before 1945)
Baby boomer (born mid-1940s to mid-1960s)
Gen X (born mid-1960s to early-1980s)
Gen Y (born early-1980s to mid-1990s)
Gen Z (born mid-1990s to mid 2000s)
Not telling (You can't pigeon-hole me!)
Thank you for that. Can we ask, how's your credit rating?
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Impeccable
Pretty good
Not great
Not sure
What's your current postcode?
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Lastly, let's get some contact details. Starting with your name
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First
Last
Your email
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Email
Confirm Email
And your partner's name
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First
Last
Their email
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Email
Confirm Email
Best contact number
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