This phase is about creating a solution that meets your needs.
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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...
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Pre-Approval Summary
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Get a detailed report outlining how much you're pre-approved for, and how we qualified you for prospective lenders​
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Credit Bureau Review
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See your credit report, learn how lenders view your credit history​
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Rate Analysis Report
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Compare the top 5 lenders you qualify for, and compare the payments, terms, and fine print​
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Refinance Report
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If renewing or refinancing, compare your current situation to a new solution. Compare payment amounts, the interest costs, and more​
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Personal Budget Review
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Now that you are pre-approved for a mortgage, how does that fit in with your personal budget? ​
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This meeting is conducted over a second Zoom call which we will book with you once we complete the pre-approval application.
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