Our Services
Please note all costs listed below are exclusive of GST & charged on a per deal basisYou have your client Fact Find and minimum supporting documents. MBS will input the data from the Fact Find into your CRM and review/reorder supporting documents in your client folder.
A comprehensive review of the data and documents required is provided to the broker which you can then take to your client meeting.
Pre-packaging fees are discounted from end-to-end fees if deal proceeds.
Inclusive of packaging, preparation of required forms, follow ups, client/lender communications, notification of pre-approval & property search check-ins.
Includes all requirements of an SMSF submission and end-to-end monitoring process. Full end-to-end fee charged upfront to eliminate risk to MBS and justify demands of the application.
*No additional settlement fee charged.
Includes packaging of application, preparation of required forms, client communications, compliance requirements & handover to broker when file is ready to submit.
Includes collection of updated supporting documents, preparation and execution of any applicable extension request forms, request for extension with lender & follow ups.
*Broker consulted prior to initiating extension process
Inclusive of packaging, preparation of required forms, compliance requirements, follow ups, attendance to missing information requests, submission & monitoring of discharge authority, client/lender/OFI communications and loan document signing assistance if required.
Includes collection of updated supporting documents/contract of sale, ordering of valuation, recalculation of figures & preparation of required forms, request to lender for formal approval, follow ups, client/conveyancer/agent communications, loan document signing assistance if required.
*Only charged if/when file converts
*If a purchase falls through and file is rolled back to pre-approval, only a pre-approval extension fee will be charged on next conversion
Inclusive of pre-approval submission services.
*Conversion fee charged once fixed price build contract is finalised and formal approval is requested
*Settlement fee charged on settlement
*If file is not a pre-approval, deal will be charged as purchase end-to-end
Broker has submitted deal.
Includes client/OFI/conveyancer/agent communications post-submission, attendance to missing information requests, loan document signing assistance if required, settlement fee services.
*No additional settlement fee charged
Includes preparation, submission and follow up of deposit bond application.
Includes rework, submission and follow ups on application.
*Charged at the discretion of Max Broker Support
Inclusive of packaging, preparation of required forms, compliance requirements, follow ups, attendance to missing information requests, client/lender/conveyancer/agent communications, adherence to deadlines & loan document signing assistance.
Includes settlement completed communication to all relevant stakeholders, loan summary review 2 business days from settlement, 5 week follow up & implementation of client retention strategy if required.
*Only charged if settlement proceeds
Applicable for all deals that need application forms out or submission on the same day as handover.
Includes review of current interest rate, contact to lender to confirm if rate is competitive. If rate is competitive, confirming with broker. If not, a brief comparison to be prepared and presented to broker for approval. Once approved, pricing to be implemented and confirmed with customer.
*Charged on a 10 file basis
*Maximum of 10 files per day
*Customer retention fee is not charged for end-to-end deals
*If a deal results from a retention call (i.e. refinance), it would be appreciated if the deal is processed through Max Broker Support as a show of good faith