We Customize Mortgage Plans So you can live your best life
Our Pre-Approval Process
1. Schedule Your Quick Chat
3. Schedule Your Consultation
1. Schedule Your Quick Chat
Let's start small. In this 15-20 minute call, we will get to know each other on a high level to determine the best path forward.
Prior to our call, it would be helpful to guide our conversation if you would complete this Mortgage Planning Questionnaire in advance.(Click on the link to open the questionnaire). Thank you!
2. Apply
3. Schedule Your Consultation
1. Schedule Your Quick Chat
Create a secure account on our application site. Validate your email. Then, log in to answer personal questions about your residential and employment history, your income, and your savings. We will start with a soft pull on credit. At the end of the application, please upload documents that pertain to your situation. Checklists are provi
Create a secure account on our application site. Validate your email. Then, log in to answer personal questions about your residential and employment history, your income, and your savings. We will start with a soft pull on credit. At the end of the application, please upload documents that pertain to your situation. Checklists are provided below.
I suggest that you locate your documents first, as the information on the documents will help you complete the application.
3. Schedule Your Consultation
3. Schedule Your Consultation
3. Schedule Your Consultation
This is a 30-45 minute call. Please be in a private area where you can be on your lap top to see my screen and to take notes!
We will go over the following:
- What's happening with mortgage rates real time and when you can lock.
- Your options based on everything you have shared with us to this point.
- Compare Renting Vs Owning.
- Look at the cost
This is a 30-45 minute call. Please be in a private area where you can be on your lap top to see my screen and to take notes!
We will go over the following:
- What's happening with mortgage rates real time and when you can lock.
- Your options based on everything you have shared with us to this point.
- Compare Renting Vs Owning.
- Look at the cost of waiting.
- Offer Strategies to help you optimize your loan scenario.
- Current market intel and what happens when you find the house you love!