EXPOSE Guide
Use the checklist to gather your financial details and documents before speaking with a broker.
Who it is for
Process
Submit your details and we'll send you access to the full EXPOSE checklist.
Set aside 30-60 minutes to define your objective, review your financials, and check document readiness.
Use the document checklist to collect everything you'll need before your first call.
Once prepared, contact us and we'll use your prepared information to map your options immediately.
Before you apply
Requirements vary by lender. Please use the enquiry form for contact details only; your broker can explain how to provide documents securely.
| Option | When it may help | What to consider |
|---|---|---|
| Prepared borrower | Anyone who wants to maximise their first broker conversation | Requires upfront time investment of 30-60 minutes |
| Unprepared borrower | Nobody - but it's the most common starting point | First few calls spent gathering documents instead of discussing strategy |
| Self-directed approach | Borrowers with simple situations and strong financial literacy | Missing lender options, grants, or structure nuances that a broker would catch |
Yes. It's a preparation resource we created because prepared borrowers consistently get better outcomes. There's no obligation to use our services after reading it.
Most borrowers take 30-60 minutes to work through all sections. If your financial situation is complex it may take a bit longer.
Yes. The guide is designed to work for home loans, refinancing, business loans, car loans, personal loans, and all our other service areas.
Not at all. The guide is useful preparation for any broker conversation, whether it's with us or someone else. Prepared borrowers get better outcomes regardless of who they work with.
