Application Process

Baker Financial will update you on every stage of the loan application, from loan approval to loan settlement and beyond.

Step 1 – Call us

Contact Michael Baker on 02 9964 9447 or 0412 340 643 to discuss which loan products best suit your circumstances and which loan structure is the most appropriate.

Step 2 – Meet with us

With your needs in mind, we’ll go over the options available to you in more detail. Once you have decided on which loan suits you, we’ll help you complete the application.

Step 3 – Application approval

We will lodge your application with all the supporting documentation to the preferred lender. We will then liaise with the lender to ensure a speedy approval.

Step 4 – Letter of Offer

Once your application is approved your lender will send out the Letter of Offer and other documents for you to sign and return. Your solicitor will then organise settlement of your loan, or in the case of re-financing, our staff will assist you.

Step 5 – Become a valued client

This is only the beginning of your relationship with Baker Financial. You will become a valued client, which ensures you will receive ongoing, professional financial advice and care.


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