The Pre-Approved Checklist
You're pre-approved. Here's how to use it before it lapses.
Getting the bank's yes was the hard part. This free checklist helps you turn that approval into a smart property investment, without losing momentum.
You've done the work. Pulled the finances together, answered the hard questions, earned the green light. Now there's a window — and pre-approvals don't stay open forever. Let one lapse and you're starting the whole process again. This checklist walks through what to do next, so the approval you've earned turns into a decision you're confident about.
Free to download. Takes 30 seconds to request.
Why This Checklist
Pre-approval is a deadline as much as it is permission
Most people treat pre-approval as the finish line. It isn't. It's the start of a limited window, and the ones who use it well have usually decided what they're looking for before they start looking.
The alternative is familiar enough. Weeks spent browsing listings without clear criteria, second-guessing every option, and eventually watching the approval expire with nothing to show for it. This checklist exists to stop that happening. It sets out what to assess, in what order, so you can move deliberately rather than just quickly.
Our 3 Step Proven Process
Introductory Call
A 15-minute conversation to work out whether property investment fits your goals. If it does, we'll book you a Discovery session. If it doesn't, we'll point you in a better direction.
Step 1: Discovery Call
A 45–60 minute video call where we go through your finances and what you're working toward. You'll leave with a clear picture of your retirement gap and a plan grounded in your actual numbers.
Step 2: How-To Meeting
A 45–60 minute session showing how a tailored property strategy closes that gap. We cover the key concepts and walk you through what a personalised portfolio could look like.
Step 3: Asset Selection
A 60-minute meeting where we present three data-backed investment options matched to your profile. You'll review cash flow forecasts, ask whatever you need to, and choose a property with confidence.
What's Inside
A clear sequence for turning approval into the right property
By the time you finish, you'll know exactly what to work through and in what order. Here's what's covered:
- What your approval actually allows, including the difference between the headline number and what you can sensibly commit to.
- How to set your criteria before you start looking, so you're assessing properties against a standard rather than a feeling.
- What to check on any investment property, from location and yield to the things that quietly cost you later.
- Why new builds suit pre-approved buyers, from lower deposits and fixed-price contracts to less maintenance and rent guarantees.
- How to keep your approval alive while you make the decision properly, and what to do if the window closes.
Get Your Free Checklist
Pop in four quick details and it's yours
We've kept this simple on purpose. Add your details below and we'll send the checklist straight to your inbox, then take you to your download in a click.
Ready to put it to work?
Start with the checklist. When you're ready to talk specifics, book a free 15-minute Clarity Call and we'll go through your approval, your timeframe, and what's realistically available to you right now.
Free to download, no strings attached.