Our Business

The story of Action Finance Mortgage Solutions starts in January 2018 when Karen Hall saw a gap in the Mackay market for quality Mortgage Broking Services. There was a need for a more pragmatic, service that required helping customers, to coach and navigate them through the world of mortgages, loans and finance and take on a role of a trusted business advisor.

Since 2018 Action Finance Mortgage Solutions has worked with our aggregator Australian Finance Group, who have access to over 35 different lenders, which provide a wide range of lending options for our customers.

Action Finance Mortgage Solutions aims to always maintain the upmost levels of service for our customers and strives to place itself at the forefront of Finance and Mortgage Broking and Services.

The logo has a feel of momentum and movement (action) and represents the process of Action Finance working in tandem with their clients to achieve their end goals.

At Action Finance Mortgage Solutions, we provide the following products and services to our clients:

• Home loan lending
• Business finance
• Refinancing existing loans
• First home buyer coaching and lending
• Investment loans
• Pre-approvals
• Lending advice.

Action Finance Mortgage Solutions mission is to help our clients create a better everyday life by understanding and achieving their lending requirements. To coach and navigate clients through the world of mortgages, loans, and finance, by negotiating with the banks and financial institutions available to us, and to understand the market so that our clients can get the right loan to suit their ever-changing needs.

To become a trusted advisor that provides clients with outstanding outcomes for their lending needs. To help as many people as possible by understanding their objectives and offering high quality options and choices.

• Maintain a high standard of integrity and professionalism.
• Respect to all.
• Trusted Advisors.
• Flexibility with customer needs and requirements.
• Driven to protect client information and privacy.
• Honesty in everything we do and say.
• Quality communication with all.
• Maintaining Compliance with Responsible lending guidelines and policies.

We protect all our equipment and programs with the latest cybersecurity and IT settings. Your privacy and security is our number one priority and we have robust security protocols in place to keep your information secure.

We use FinanceVault, a secure file sharing portal that allows mortgage borrowers to share documents with their mortgage broker, safely and securely.

How FinanceVault Works?

The 5 Steps used to Simplify Your Home Loan Application:

• Step #1 Document Request
  Your broker sends you a document request via email.
• Step #2 Get Started
  You log in securely to FinanceVault via your unique link with two factor authentication.
• Step #3 Document Upload
  You upload the documents requested.
• Step #4 Clarification
  Your broker reviews and reverts back with any questions.
• Step #5 You’re Done!
  Sit back and relax…your broker has everything they need.

Your Information Is Safe and Secure!

Safeguarding your information is at the heart of everything we do.

Your documents will be shared directly with your broker via Finance Vault (and no one else).

• Gold Standard Encryption
• Secure Access Via Unique Links
• Mobile & Desktop Compatible
• Access For Authorised Persons Only

We securely dispose of any client paper documentation by using an accredited company to dispose of all paper documentation. Nothing goes into general rubbish disposal.

All electronic client files once made compliant are deleted from our system.

At Action Finance Mortgage Solutions, we strive to be as paperless as possible by:

• Paperless document gathering via – FinanceVault.
• Minimum to no printing- unless required by the lender.
• The use of DocuSign to issue compliance documents.
• The use of DocuSign to sign loan and lending required documents when issued by the lenders.