Egal Finance

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Client Charter  

Client Charter.

EGAL Finance is committed to setting the benchmark in Australia for mortgage advice and client care.

 

Your mortgage broker will guide you each step of the way, provide expert advice, make the complex simple, always act in your best interests and be there when you need them.

 

Our Client Charter makes 10 promises confirming our commitment to deliver you the highest standards of client care.

 

  1. Our brokers are fully qualified specialists who undertake ongoing training to ensure they meet our service standards at all times. Our brokers are fully accredited with the Mortgage and Finance Association of Australia (MFAA) and maintain professional indemnity insurance.
  2. We will take the time to understand your situation, help you understand your options and help you chose a loan that is right for your needs.
  3. We will explain clearly all the details of your chosen loan and put our recommendation in writing for your review prior to submitting a loan application.
  4. We will liaise with your lender and other third parties and keep you informed every step of the way.
  5. We will present you with an option to obtain loan protection insurance.
  6. We will conduct an annual home loan health check to ensure that it remains the right one for you as your circumstances change. With your permission, we will also maintain ongoing contact with you to keep you up-to-date with market changes and assist you whenever necessary.
  7. Our panel of lenders is a well-balanced selection of more than 15 of Australia's leading home loan lenders. We review the panel on an ongoing basis and add or remove lenders as appropriate.
  8. The lender you have chosen pays us a commission out of their profit, which we will fully disclose to you in our Finance Broking Contract.
  9. We will respect your personal information and take all reasonable precautions to protect your privacy. We will abide by our Privacy Policy which sets out your right to privacy and will ensure that any personal information collected by us will be used only for the purpose indicated.
  10. Our brokers will endeavour to directly resolve any disputes quickly and fairly. We maintain a free and accessible internal appeals process which you can access by calling our Internal Dispute Officer on 08 9470 1620 or email us idr@emerygroup.com.au.