Our Relationship With You
Our strategies are built around establishing a solid relationship with you. This is accomplished by following a proven process.
The Mortgage Planning Package
This helps you gain greater clarity around how your personal financial situation impacts your home ownership goals.
The Mortgage Needs Analysis
We prepare a detailed assessment to help streamline the mortgage process, reduce your paperwork, and create greater certainty.
The Strategic Planning Session
We develop a strategic evaluation that helps you integrate the loan you select into your over-all long and short-term financial and investment plan, to minimize taxes, improve cash flow and minimize interest expense.
The Complete Mortgage Plan
We prepare a detailed, step-by-step plan to obtain the right mortgage and achieve your objectives.
The Unique Mortgage Experience
We provide a unique concierge experience designed to address any unforeseen obstacles and facilitate the smooth closing of your mortgage.
The Client For Life Program
The Mortgage Management System
We have designed a loan tracking and management process to ensure that your mortgage meets your changing needs and you have the most competitive loan terms over the life of your loan.
The Client Appreciation Program
We provide ongoing communication, recognition, and added value to build and enhance our relationship with you.
How to Get Started
The first step in the Mortgage Concierge Program is for you to review your custom Mortgage Planning Package and complete the confidential financial overview. This will start your loan approval process. To get started click here
Our team will then do a personal follow-up with you and schedule a convenient phone appointment for the Mortgage Needs Analysis. This step in the program is designed to help you better understand the loan process and determine which loan best meets your financial needs.
