Investia’s Owner
Occupier Journey

At Investia, you matter, which is why this first session is all about you. In our initial session, our founders will take the time to understand your unique situation and identify what truly matters to you. We will provide a detailed explanation of how we can support you throughout your property purchasing journey, marking the start of a valuable partnership with Investia.

If you don’t already have a mortgage broker, we will connect you with one of our recommended and experienced mortgage broker partners. They will assess your preliminary borrowing capacity and present potential loan products. By the end of this process, you will have a clear understanding of your purchasing position and feel confident with the different loan products available.

This will likely be one of the most expensive purchases you make in your life so we have to make sure you do it right. Here we’ll present a purchasing strategy based on your goals and financial assessment. We will cover property types, locations, school catchment zones, nearby amenities and public transport options. Don’t worry, if you’re already well equipped with a strategy, here’s where you can share it and together we can build on it. Once you’re confident with the strategy, we can get to the fun part!

You will be presented with properties that fit your tailored property scope. You will only see properties that pass a strict due diligence process and have an opportunity to be secured at an excellent value price. Each property we present will come with a complete analysis, ensuring all aspects of the property suit your requirements. Once you’re happy to make offers, we will recommend a negotiation strategy and commence on your behalf. Upon securing a deal, our team will support you through the whole process from when you receive the contract up until collecting the keys and moving in!

Once we secure the deal, we will help you organise a building and pest inspection and coordinate finance approval with your mortgage broker. We will inspect the property in person to ensure all is in working order and conduct any further due diligence where required. Our team will be by your side, guiding you all the way up until settlement.

Just before you settle, we will conduct a pre-settlement inspection on your behalf to ensure that the property is in the same condition as when we inspected. We will also assist with the collection of keys and ensure a smooth settlement. At this stage, you would have finally purchased your amazing home however, the service does not stop here! Our team will be here for you to assist with any further enquiries.