Elevate Your Financial Advisory Service with Tailored Real Estate Strategies.
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A Step-by-Step Guide to Enhancing Your Financial Advisory Services.
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With our tried and tested loan process, your clients can get pre-approved for their mortgage in just 5 easy steps:
After a consultation, each borrower will fill out an application and the first step is to take a look at their credit history. This will be the start of our home buying journey together.
Once the application has been submitted, our team will be sending a list of items needed to finish pre-approval. Some of the basic items that will be needed:
Drivers license/Identification
2 years of W2 forms
2 months of bank statements
2 years of tax returns
1 months of paystubs
Once we receive all their documents, we review and see which loan programs would best fit. This process can take 24-48 hours to complete.
Once we are done with our analysis, we can typically come up with 2-4 options to move forward with the home purchase. We review the options with the borrower so they understand all the important facets of buying your home i.e monthly payment, cash to close, and what the mortgage means to them so they feel more confident with your their purchase
With their pre-approval in hand, they are now one step closer to finding their dream home.
Applicant subject to credit and underwriting approval. Not all applicants will be approved for financing. Receipt of application does not represent an approval for financing or interest rate guarantee. Restrictions may apply.
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A mortgage advisor brings specialized real estate knowledge, enabling CPAs to offer comprehensive financial strategies that include real estate planning, thereby enhancing overall client service.
Schedule Now!Yes, by providing a broader range of services and expert advice on real estate investments, you can strengthen client relationships and improve retention.
Schedule Now!We tailor strategies to each client, from traditional mortgages to more complex solutions like HELOCs, reverse mortgages, and investment property loans.
Schedule Now!We work closely with CPAs to understand their financial planning goals for clients, ensuring our mortgage advice complements and supports these objectives.
Schedule Now!It begins with a consultation to discuss your needs and how we can best serve your clients, followed by an agreement on collaboration terms and integration into your service offerings.
Schedule Now!Your path to ownership is just one click away! Schedule a complimentary consultation now so we can take a look at your specific needs and find the perfect home loan for you!
*This is not a commitment to lend. The borrower must meet all loan obligations, including living in the property as the principal residence and paying property charges, including property taxes, fees, and hazard insurance. The borrower must maintain the home. If the borrower does not meet these loan obligations, then the loan will need to be repaid. Otherwise, the loan must be repaid when the last borrower passes away or sells the home. Prices, guidelines and minimum requirements are subject to change without notice. Some products may not be available in all states. Subject to review of credit and/or collateral; not all applicants will qualify for financing. It is important to make an informed decision when selecting and using a loan product; make sure to compare loan types when making a financing decision. This material has not been reviewed, approved or issued by HUD, FHA or any government agency. <COMPANY NAME> is not affiliated with or acting on behalf of or at the direction of HUD, FHA or any other government agency. To find a Reverse Mortgage counselor near you, search the HECM Counselor Roster at https://entp.hud.gov/idapp/html/hecm_ agency_look.cfm or call (800) 569-4287
Charges such as an origination fee, mortgage insurance premiums, closing costs and/or servicing fees may be assessed and will be added to the loan balance. The loan balance grows over time, and interest is added to that balance. Interest on a reverse mortgage is not deductible from your income tax until you repay all or part of the interest on the loan. Although the loan is non-recourse, at the maturity of the loan, the lender will have a claim against your property and you or your heirs may need to sell the property in order to repay the loan or use other assets to repay the loan in order to retain the property. You should know that a reverse mortgage is a negative amortization loan which means that your mortgage balance will increase while your home equity decreases if you do not make principle and interest payments on your loan. This may make it more difficult to refinance the loan or to obtain cash upon the sale of the home. However, you will never owe more than the home is worth when the loan is repaid.
Getting approved for a VA loan begins with taking a look at your unique situation.
Getting approved for a VA loan begins with taking a look at your unique situation.