Once the documents are signed, the solicitor will set a date to switch the mortgage. This will all happen between the solicitor, the bank and us. We will make sure that it is as easy as possible for you. You will then start with your new mortgage that is tailored to your goals and will be saving you money from day 1. It’s important that we meet yearly to make sure that your mortgage remains current and you are still on track to achieve your goals. We will remind you when it is time to catch up and have a korero. The coffee is on us.