Checklist: Finding the Right Mortgage Broker

Published 20 January 2021 by Real Wealth Australia

When you're on the hunt for a great home loan, you'll benefit immensely from having an experienced broker by your side. Download Real Wealth Australia's free checklist that details the questions you need to ask when you're looking for the right mortgage broker.

Download your checklist & find your property investing right-hand man

Whether you're an aspiring property investor or a seasoned property professional, securing a loan that's tailored to your circumstances is the first step to obtaining the investment property of your dreams.

There are so many great home loans out there, but different banks have different lending criteria, and different loans have different interest rates. This means that what's best for your neighbour Joanne might not be the best option for you. So how do you choose the best option for your personal situation?

While you can sift through the choices yourself, many investors choose to engage the help of a mortgage broker. Why?

Because obtaining finance is one step in your property investing journey where you won’t want to skimp on professional service. 

Helen Collier-Kogtevs, one of Australia's leading property educators and the founder of Real Wealth Australia, explains why.

“If you’re going to invest hundreds of thousands of dollars in buying an investment property, don’t skimp on the experts, because they’re the ones who are going to help you go and get it, look after it, and grow it for the future. It’s your future wealth plan”.

Helen Collier-Kogtevs, Founder of Real Wealth Australia

So how do you find a mortgage broker who you’re confident will do the best for your CFR? 

The key is to talk to at least 3 different brokers and ask them the right questions. The best mortgage brokers (who’ll also have your best interest in mind) are those who: 

✅ Take the time to understand your personal situation, needs, and goals 

✅ Are investors themselves (they’ve been through the same trials and tribulations!) 

✅ Have a wealth of experience dealing with different investors with different needs

Here’s a questionnaire with the most important questions to ask any potential candidate before locking them in. Check it out. 

Download your checklist to secure the right loan for you

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