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 for 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, and 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 conducted over a second zoom call which we will book with you once we complete the pre-approval application.

​

​