Frequently Asked Questions
- How long have you been a mortgage broker?
- Are you a licensed broker and a member of a professional mortgage industry body?
- Do you have access to a range of different mortgage lenders?
- How do you determine suitable lenders for my situation?
Kaleido Loans was established by Jason He, principal mortgage consultant and director. Jason has been a mortgage broker since October 2015. Prior to this, Jason was a mobile lender with Commbank, assisting first home buyers, upgraders and investors with their needs. Jason has been working in the banking industry initially with Westpac, ANZ and CommBank since 2008, working in personal banking and lending roles.
Jason He is a licenced mortgage broker with a Diploma of Finance and Mortgage Broking Management, along with a Bachelor of Arts from UNSW, majoring in International Business. He is also a Justice of Peace NSW.
As a licenced mortgage broker, Jason is a full member of the Mortgage and Finance Association of Australia – the primary industry body for mortgage professionals in Australia.
We have access to arrange your loan with a diverse range of different lenders/banks. These lenders include the major banks (such as Westpac, ANZ, NAB, CBA etc) and non-major banks (such as ING Direct, Macquarie, ME Bank, Suncorp). In other words, banks with branches as well as those without!
We also have access to other lenders who provide personal loans, car loans, equipment loans and commercial finance.
Our goal is to find you a loan that is suitable for your needs and requirements and continue to service you after settlement to ensure your loan continues to meet your needs as your life changes.
We conduct a detailed client needs analysis and fact-finding process so we can fully understand your current financial situation and what your goals and needs are. Whether it’s to purchase your first home or purchasing your next investment property, by making sure we understand you, we can start the process of researching and personalising recommendations suitable for your situation.
After we shortlist a selection of lenders and their products, we then explain to you how these options match your needs, based on what you have told us.