What information do you receive as an investor?

We provide you with a Mortgage Summary for each proposed investment and ask that you sign an Approval Form.  The Mortgage Summary provides the following information;

  • Commencement date of the investment.
  • Your investment sum.
  • Total Loan advance.
  • Loan Period.
  • Interest rate payable to you.
  • Frequency of interest payments.
  • Borrower’s name and assessment of credit-worthiness.
  • Amount, method and date of valuation of Property, and LVR.
  • Mortgage details, including ranking, and details of any other security.
  • Insurance details.
  • Details of the basis and frequency of any interest rate review.

You will also receive:

  • Periodic interest statements, matching the term of your investments (typically monthly or quarterly)