Obtaining your pre-approval
Knowing how much you qualify for, and what you can afford are two very different conversations. Let us help you understand how we determine your buying power. Then we will sit together to discuss affordability. We want to ensure that the mortgage payments fit into your lifestyle. This process will dictate your maximum purchase price, so you can shop in confidence and efficiency. Your realtor will love us!
Let's get started!
Here's what we'll discuss
Understanding what mortgage amount you qualify for is important. Understanding how you can afford your mortgage payments is much essential for your overall financial health. We will discuss with you your financial obligations and comfortability with your to determine the most appropriate mortgage amount for your lifestyle. Together we will make a plan that takes into consideration the larger picture of your financial goals for the future.
Our step-by-step process (& what to expect)
Let's Connect
Let’s chat and get to know each other.
Homework Time
We will provide you with an easy to follow list, designed just for you. Then we’ll use the information you’ve provided to build your application.
Number Crunching
By the end of the meeting, we will be ready to submit your file to the preferred lender.
Celebrate
Congratulations! You’re approved!
Signed, Sealed & Delivered
We’ve reviewed the fine print, let’s review the details at our in-person signing meeting.
Enjoy the Ride
We manage the process, start to finish, & communicate with key parties like lawyers & real estate agents to simplify your to-do list.Here's how we take care of you
We’re hands-on
We do things the “old school” way. Yes, we actually meet with you face-to-face, have meaningful conversation & stay in contact.
We're knowledgeable
With over 15 years of experience we design and recommend a plan that is right for you.
No surprises
We provide all of the fine print up front and don’t proceed without your go-ahead.
Consistency
Small team means everyone knows who you are and you never have to start over from the beginning
Use our app & get answers quickly!
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