How BankReady works

From first enquiry to bank refinance — here's what to expect when you work with BankReady.

Step 01

Check your eligibility

Complete our 2-minute online checker to see if your situation suits BankReady. We'll ask about your property, loan amount, and bank exit strategy.

  • Property value and loan amount
  • Current asset stage (PC issued, near complete, etc.)
  • Bank engagement status
  • Expected refinance timeframe
Step 02

Book a fit call

If you pass the initial check, book a 10-minute call with our team. We'll discuss your deal, bank pathway, and any questions you have.

  • Discuss your specific situation
  • Confirm bank take-out strategy
  • Outline documentation requirements
  • Provide indicative terms
Step 03

Submit documentation

Provide the required documentation for our credit assessment. We'll review your property, financials, and bank exit evidence.

  • Property valuation and documentation
  • Financial statements (company/personal)
  • Bank approval or broker confirmation
  • Exit strategy evidence
Step 04

Settlement & support

Once approved, we settle your loan and work alongside you toward a smooth bank refinance. Our team stays engaged until exit.

  • Funds released at settlement
  • Regular check-ins on exit progress
  • Support with bank requirements
  • Seamless handover to bank

Ready to get started?

Check your eligibility in 2 minutes or book a call with our team.