A useful introduction, at the right time
For accountants, conveyancers and property professionals, a finance discussion can help a client understand their next steps before they commit to a purchase or change their loan. Chris can discuss deposits, borrowing estimates, income documentation, refinancing and lender requirements.
Resources you can share with clients
- First home buyer guides — help clients prepare their deposit, purchase costs and pre-approval questions.
- Mortgage repayment and extra repayment calculator — explore repayments, estimated interest and time saved.
- Free RP Data property report — request indicative property information and comparable sales.
- Home loans for self-employed borrowers — prepare for a discussion about business income and supporting documents.
Let the client choose how to get in touch
Share a relevant resource or our appointment link so your client can contact Chris directly. Please obtain their permission before making an introduction. Do not send bank statements, tax returns or other financial documents in an introductory email; discuss an appropriate way to provide documents first.
Book a free appointment with Chris
Discuss working together
For a professional introduction, email chris@findabetterrate.com.au or call 03 9125 4339. Outline the types of clients you help and how a mortgage discussion could support them.
Any updates about a client’s enquiry are subject to their permission. Calculators and property reports provide general information; loan approval and suitability depend on individual circumstances and lender assessment.