Partnering With Xplore
Discover how we guide you every step of the way – from first call to settlement and beyond.
Step 1: Discovery Call
We start with a quick call to get to know you — your goals, your timeline, and any challenges you’re facing. It’s informal, obligation-free, and all about setting the foundation for the right strategy.
Step 2: Mortgage & Financial Strategy Session
We’ll dive deeper into your situation through a detailed consultation (over phone, Zoom or in person). Together, we’ll map out a clear lending strategy – outlining the best options to suit your goals and setting you up for a confident loan application.
Step 3: Loan Submission & Settlement Management
We prepare, package, and submit your loan application – managing the process from start to finish. We negotiate with lenders on your behalf, keep you updated at every milestone, and ensure everything runs smoothly right through to settlement.
Ongoing Support, Even After Settlement
At XploreFS, our relationship doesn’t end once your loan settles. We proactively monitor your loan post-settlement, help renegotiate rates when the time is right, and stay in your corner to support your future finance moves.
You’ll always have someone you trust to call when the market shifts — or when new opportunities arise.
Frequently Asked Questions About Partnering With XPlore
What makes XploreFS different from other mortgage brokers?
At XploreFS, we focus on long-term relationships, not quick transactions. You’ll get clear advice, a tailored strategy, and hands-on support from your first call to years after settlement. We’re here to make finance simple, not stressful.
How involved do I need to be in the loan process?
We do the heavy lifting for you. After our initial discovery and strategy sessions, we handle lender negotiations, paperwork, approvals, and settlement coordination — keeping you informed without overwhelming you.
Will I be working directly with James?
Yes. At XploreFS, you’re not handed off to juniors or admin staff. James personally manages your journey from start to finish, offering a genuine, tailored service you won’t get from larger broker groups.
What happens after my loan settles?
Our support doesn’t stop at settlement. We stay in touch, monitor your loan to ensure it stays competitive, and proactively help you refinance, restructure, or reprice when better opportunities arise.