Your Margin Loan, Simplified.

Start your journey by applying to join a loan batch. This collective approach allows us to process loans more efficiently, moving forward when the batch reaches a predetermined size or loan amount. You'll be notified as soon as your batch is ready to move forward.
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Once your application is considered to have merit, we'll issue a preliminary Letter of Offer. This document outlines the potential terms of your loan, based on initial assessments. It's your first glimpse at what your loan with Private Margin could look like.

In this crucial stage, you'll provide necessary personal and company documentation. Our team will review your submission thoroughly, assessing financial health, risk factors, and compliance with lending standards to ensure all information aligns with Private Margin's lending criteria.

With due diligence out of the way, we extend a conditional loan approval. This includes final rates, terms, and conditions specific to your loan offer. You'll see the exact terms under which Private Margin is willing to lend. If everything meets your expectations, your acceptance triggers the final step—funding your loan.