Five Simple Steps Toward Your New Home

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.