Purchase Process Overview

Five Simple Steps Toward Your New Home

  • Kick It All Off With A Quick Call
  • Prepping The Way To Pre-Approved
  • Making An Offer They Can’t Refuse
  • Processing Your Loan With Precision
  • Signed, Sealed, Delivered, & CLOSED

Step 1

Kick It All Off With A Quick Call

Schedule a 5-10 minute Discovery Call with one of our friendly Mortgage Analysts. They will:

  • Walk you through the preapproval process
  • Learn about your goals and objectives
  • Provide you with the financial details of homeownership
  • Get you set up on our secure portal so you can begin loading the required documents

Step 2

Prepping The Way To Pre-Approved

Once you’ve completed your loan application, our team will:

  • Review all your data to determine the best loan programs for you
  • Have your file underwritten and formally pre-approved
  • Provide you with the financial details of homeownership
  • Provide you with a preapproval letter, complete with credit disclosure and detailed breakdown of loan options based on an estimated purchase price

Step 3

Making An Offer They Can’t Refuse

Found the home that feels most YOU? We will:

  • Help you and your realtor close in as little as 14 days
  • Call the listing agent and let them know that you’re fully pre-approved, that we only use local appraisers, and that your escrow will be fast and stress-free 

Step 4

Processing Your Loan With Precision

As soon as your offer is accepted, we will:

  • Send you an updated Needs list
  • Order the appraisal, title and escrow packages 
  • Assemble the loan package for you to review and design.

Step 5

Signed, Sealed, Delivered, & CLOSED

All you have to do is sign your loan documents and we’re all set to fund and close your loan.

We’ll congratulate you as a New Homeowner, but our commitment won’t end there - we’ll continuously monitor your loan to determine if and when it makes sense to refinance and we’ll make outbound recommendations for various financial services when the need arises.

Your challenge is our solution

Whether you’re looking to put down roots, make home improvements, or just save, we’ve got the tools to make it happen.
It takes 2 minutes. No commitment.