Post Settlement Support From Fidelis Financial

At Fidelis Financial, we take pride in being more than just your mortgage broker – we are your long-term financial partner. Our commitment to you extends far beyond the settlement date. In the ever-evolving world of home loans and mortgages, we understand that securing a loan is just the beginning of your financial journey. Here’s what you can expect from Fidelis Financial after your loan has been settled:

Follow-Up

At Fidelis Financial, our dedication to our clients doesn’t stop at settlement. We believe in staying connected and ensuring that everything runs smoothly for you. Our team will proactively follow up to confirm that your loan accounts are set up correctly and that you are well-versed in utilizing all the features your loan offers. This ongoing support also includes interest rate alerts, a monthly newsletter, and regular updates about your loan.

Periodical Review

We understand that your financial circumstances can change over time. That’s why we conduct periodical review of your home loan. For our clients with variable rate loans, this review is an annual occurrence. For those with fixed-rate loans, we schedule a review as the loan approaches renewal. Our experienced team will provide guidance and advice to help you make an informed decision about your loan, whether to continue with a fixed rate or switch to a variable rate.

Planning for Your Next Purchase

Are you considering your next property purchase? Having a trusted mortgage broker who is familiar with your financial situation can significantly simplify the process and reduce stress. When your information is already on file with Fidelis Financial, updating it becomes a straightforward task. Seek help and advice without the need to re-explain your financial background, making your next home loan application a smoother and more efficient process.

Building a Trusted Relationship

At Fidelis Financial, we understand that your financial success is our success. We are dedicated to helping you achieve your financial goals and providing guidance at every stage of your property journey. So, if you’re seeking a partner who prioritizes your financial well-being, reach out to Fidelis Financial today. It’s not just about service; it’s about building a lasting relationship that ensures your financial success.

Variation to Process Flow. The diagram assumes land and construction finance application presented together. The process flow and timelines involved may vary from the diagram due to land purchased in advance, then construction added a later date. These additional scenarios can be discussed with your Fidelis Broker who will guide and support accordingly.
Timelines. As a rule of thumb from signing your fixed price builder’s contract to final builders handover, this could be a wait period of 12-18 months. In current climate, this has become difficult to predict. These are estimates only and will be subject to each specific builder.