Can you please tell me more about the business, and what it actually does ?

Hello, I am a Mortgage Broker and a big part of what we do is Project manage the home buying process for our clients. plus we also organise the finance as well.

this document is about explaining to the client all the steps int he process and what they need to do

I hope that helps?

are you fixed to the same pattern given in the attachment or open to other ideas

i am open to other ideas