The Fact Find process helps us understand your property preferences, investment goals, and requirements. The more details you provide, the better we can tailor our services to match your needs. If you’re unsure about any questions, you can skip them and update the information later.
Log in to your Buyer’s Agent Online portal.
Click on the campaign
Click Complete Fact Finding to begin. {Image of the Campaign detail page pointing to Complete Fact Finding}
The form is divided into different sections. Follow the prompts and complete each section as accurately as possible.
Enter State, Region, Suburb, or Post-code you are looking to buy the property in. (You can add upto 10 State, Region, Suburb, or Post-code)
Select here weather you looking for residential or commercial property
Select the type of House, Apartment, Land, Offices, etc.
Minimum bedrooms, bathrooms, and car spaces
Land area and floor area (in square meters)
Age of the property
Single-story or double-story
Subdivision or development potential
Preferred views (Ocean, City, Hills, etc.)
Must-have local amenities (Schools, Shopping, Transport, Healthcare)
You can select if the property is for Personal use or investment purposes
You can select the priority order of preference of the peoperty
Investment priorities (Capital growth, tax benefits, self-managed super, etc.)
Personal use (Views, Suburb, Size, Condition, Age, Price)
Minimum and maximum price range
PERSONAL USE (Place to live in):
PROPERTY FOR INVESTMENT
Current home type (Single or Double Story)
Number of investment properties owned
Actions taken so far (Online research, open houses, broker engagement)
Other relevant information about your search criteria
Expectations when working with a buyer’s agent
After the form is submitted, click on the “View Fact Find“ to review the entered information
Your details will be reviewed by your buyer’s agent
They may reach out for clarification or updates if needed
The information will be used to tailor property recommendations and guide next steps in your buying journey
