FINANCE REFERRALS

Financing Your Investment Property – Through a Licensed Broker

Finance is central to most property purchases, and we help you engage with the right finance professionals to help you get your loan smoothly.

Where clients want help with finance, we refer them to the right finance professionals (Brokers/Bankers). They are authorised to provide credit assistance as a credit representative under an Australian Credit Licence, and they handle all credit advice, product recommendations and loan applications themselves, subject to their own Best Interests Duty obligations to you.

Process

What to Expect from the Finance Process

Once finance discussions begin, it helps to know what generally happens and when. We can make sure your purchase and your finance are running to the same timeline.

General information we can share:

  • How the finance process generally works, from enquiry through to settlement
  • The key stages – pre-approval, application, valuation and formal approval – and roughly when each falls
  • How your finance clause date fits with the rest of your contract deadlines
  • Who does what: your broker, your lender, your solicitor and us

Our role is to keep the process moving and make sure nothing is waiting on the wrong person. Anything about your own borrowing, your documents or your loan options is a conversation for your broker.

OMR Finance Document Reviews

Coordination

Supporting You Alongside Your Mortgage Broker

We don't replace your broker – we work with them. Acting as a central point of coordination, we help maintain momentum throughout your purchase by keeping communication flowing between the professionals involved.

Our support may include:

  • Liaising with your mortgage broker throughout the process
  • Keeping track of finance-related contract dates, so you and your broker know what falls due and when
  • Providing updates so you always know where things stand
  • Making sure your solicitor, broker and the selling agent are working to the same timeline

For many clients, this additional coordination makes the purchase process easier to manage, particularly when several parties are involved. Anything about your loan itself – options, documents or borrowing capacity – is a conversation for your broker.

OMR Meeting and Strategy Coordination

Preparation

Preparing for Your Purchase

Strong preparation helps with today's purchase and with what comes next. Finance is one of the first steps — and it belongs with your broker or banker. Our job is to make sure the property side is ready so the two run to the same timeline.

We can help with:

  • Introducing you to a licensed mortgage broker or banker early, so finance is underway before you find a property
  • Making sure you know your finance clause dates and what falls due when
  • Keeping your broker/banker, solicitor and accountant if necessary working to the same timeline
  • Providing the property information your broker and lender will need from us

Anything about your borrowing, your loan options or what you can afford is a conversation for your broker – they are licensed to advise you on it, and they owe you a Best Interests Duty. We'll make sure that conversation happens early.

OMR Property Finance Folders and Client Strategy
Why OMR Property

Why Clients Choose Us for Finance Referrals

REFERRAL

Licensed Referral Partner

We introduce you to a licensed mortgage broker who assesses your circumstances and advises you directly to understand your situation, save time, and ensure you get your loan smoothly.

INSIGHT

Experienced Local Insight

Our understanding of the Brisbane and Queensland property markets helps you buy well.

SUPPORT

Long-Term Relationship-Driven Support

Clear communication and ongoing coordination help keep your purchase moving smoothly.

INCLUSION

A Multicultural Team

Our multilingual team supports clients from a range of communities through clear communication and culturally aware support.

Get Started

Move Forward with Confidence

At OMR Property, our purchase and settlement coordination is designed to help you stay organised and informed throughout your property journey.

Whether you're buying your first investment property or adding to an established portfolio, we'll liaise with your broker, your solicitor and your accountant to keep everything running to the same timeline smoothly & efficiently for you.

Speak with our team today about how we can support your next purchase.

Book a Strategy Call
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