MORTGAGE SOLUTIONS

Where the science begins.

This phase is about creating a solution that meets your needs.

Now that we have a good understanding of your financial profile, we can make some recommendations about where to go from here.  We will provide you with the following services...

  • Pre-Approval Summary

    • Get a detailed report outlining how much you're pre-approved for, and how we qualified you to prospective lenders

  • Credit Bureau Review 

    • See your credit report, learn how lenders view your credit history​

  • Rate Analysis Report 

    • Compare the top 5 lenders you qualify for, compare the payments, terms, and fine print

  • Refinance Report

    • If renewing or refinancing, compare your current situation to a new solution.  Compare payment amounts, the interest costs, and more

  • Personal Budget Review

    • Now that you are pre-approved for a mortgage, how does that fit in with your personal budget? 

This meeting is typically completed via an online face-to-face call (zoom) or a meeting at your office location. 

The next phase is...