We have a highly driven team with previous success in the finance industry including many years in banking, insurance and finance.
The Mortgage Girls specialise in providing financial advice and transactional solutions in relation to mortgages and loan products. We help you on your home buying journey whether it be now or in the future. We can help with purchasing your first home, building a new home, expanding your investment portfolio and more. Our goal is to help you from start to finish and ongoing with your financial plans.
Third Party | Information exchanged | Purpose | Law basis | Notice method |
The Mortgage Girls Team (Staff Members) | →← Client personal information including identity details, contact details, financial information, lending position, and application progress shared internally between advisers and support staff. | To provide continuity of service, enable any team member to assist the client, and ensure efficient processing and management of mortgage and insurance applications. | Not applicable | Clients are directed at onboarding to review important information about The Mortgage Girls, including our privacy practices and third-party information collection, via our website. A printed copy is available on request. |
Automative collection services such as illion/bank statements, Akahu bank statements | → Client-authorised access to bank transaction data and account information ← Bank statements, transaction histories, and categorised financial data | To obtain accurate financial information efficiently, verify income and expenses, and support lending applications and advice. | Not applicable | Clients are directed at onboarding to review important information about The Mortgage Girls, including our privacy practices and third-party information collection, via our website. A printed copy is available on request. |
Professional networks such as your Accountant or Lawyer | → Client information relevant to the transaction (e.g. lending structure, finance details, property purchase information) ← Financial records, tax information, legal documentation, settlement details, or advice relevant to the engagement | To support the client’s lending application, ensure accuracy of financial information, and coordinate legal and financial aspects of the transaction. | Not applicable | Clients are directed at onboarding to review important information about The Mortgage Girls, including our privacy practices and third-party information collection, via our website. A printed copy is available on request. |
Banks, Lenders & Near to Bank Product Providers | → Loan applications, supporting documents, identity information, financial information (income, expenses, assets, liabilities) ← Credit decisions, lending terms, conditions, servicing assessments, and application updates | To assess, process, and obtain lending or financial product approvals and provide advice on suitable lending options. | Not applicable | Clients are directed at onboarding to review important information about The Mortgage Girls, including our privacy practices and third-party information collection, via our website. A printed copy is available on request. |