Let’s talk

FOR THE PEOPLE BEHIND THE PLANS

Your advice.
Our finance.
Their next move.

A property finance partner for the self-made clients you work with. We help turn a considered strategy into a lending application that makes sense.

Let’s work together How we work
A shared meeting space with a long timber table and library shelves
A PLACE IN YOUR CLIENT’S TEAM.

Good relationships.
Better coordination.

01 / A SHARED CLIENT. A CLEAR ROLE.

Finance that supports
the work you do.

Our clients often have an accountant, adviser and property professional alongside them. Flexdoc brings the lending expertise to that team.

01ACCOUNTANTS & ADVISERS

You understand the client.
We understand the lending.

Business income, trusts, companies and a property purchase rarely fit neatly into one box. We work through the borrowing position and lender requirements with the broader structure in mind.

  • Residential and commercial property finance
  • Self-employed and complex income
  • Lending that considers the client’s structure
Discuss working together
02BUILDERS & DEVELOPERS

Your buyers’ next step.
A clear path to finance.

We support qualifying buyers across new and established properties. If your buyers are self-employed or have complex income, we can discuss how to help with their lending and settlement.

  • Finance for eligible property buyers
  • Early conversations about borrowing needs
  • Coordination through the lending process
Discuss your buyers

02 / WORKING TOGETHER

Clear roles.
Shared understanding.

You bring your expertise. We bring ours. A useful first conversation establishes what the client needs and how we can support it.

01

Talk through the situation

Start with the property plans, borrowing needs and any timing or structural considerations. Agree how you and your client would like to stay involved.

02

Work through the lending

We review the finance options and explain what lenders need. Any questions about strategy, tax or legal structure go back to the relevant adviser.

03

Coordinate the next steps

Once the client is ready to proceed, we manage the lending application and work with the professionals involved through to settlement.

Flexdoc arranges finance. Tax, legal and financial planning advice remains with the client’s appointed advisers.

START THE RELATIONSHIP

Have a client
or project in mind?

Tell us about your practice, your clients and where you need support with property finance.

Book a partner conversation

Need funding for a residential development or residual stock?

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