Investor Insights 2026_V5 Paperturn - Flipbook - Page 72
P R O F E S S I O N A L P R O P E R T Y F I N A N C E LT D
Finance & Mortgages
FINANCE & INSURANCE
06
Step-by-Step Finance Process
01
02
03
Initial
Consultation
Call
Secure
Upload
Terms
Issued
We discuss the investment,
your goals, and suitable
昀椀nance options.
A昀琀er the call, this brochure is
sent to guide you.
You’ll receive an email with
access to the Professional
Property Finance Ltd Secure
Portal. Inside you’ll 昀椀nd items
requiring your action:
Once your information is
received:
1. Initial Disclosure Document
– sign electronically.
2. Privacy Notice – sign &
complete personal details.
3. Personal Information
Form – 昀椀ll in as much as
possible.
If unsure: enter anything in
the 昀椀eld so the form can be
returned, and Demi will correct
it.
•
Tailored Terms of Business
are generated
•
Must be signed by all
parties
A昀琀er signing:
Broker fee becomes
payable
A separate email with
payment details will be
