Whether you’re buying a new property, have a renewal coming up, or want to access equity from property you already own, the following process is an overview of what you can expect throughout our time working together:

Stage 1. 

  • Discovery Call Learning About You and How I Can Help
    Schedule a Callback and Book our Calendars here.
  • Complete Mortgage Application  Provide Photo ID  Review & Digitally Sign Initial Onboarding Documents
    These documents do not commit you to me or a specific lender, nor do they incur any costs.
  • Provide Me With Your Supporting Documents

Stage 2.

  • Select Lending Institution  Secure a Rate-Hold (If applicable)
    I work behind the scenes to strategize the best lender options for you. I advise, you instruct.
  • Find a Property (if you haven’t already) Submit Offer  Offer Accepted (If applicable)
    I’d be happy to introduce you to a Realtor partner that’s best suited for your specific search and location.
  • Your Application Is Submitted for Review & Approval 
  • Approval Is Received  We Review the Approval To Ensure Your Requirements Are Met

Stage 3.

  • Sign Mortgage & Compliance Documents
    Done securely and virtually!
  • Satisfy All Lender Conditions  Appraisal (If applicable)
  • Meeting Your Lawyer & Lender Representative (If applicable)
    I’d be happy to introduce you to a qualified Real Estate Lawyer partner. I only work with the best and those who deliver outstanding support. 
  • Closing Day  Funds Advanced & Received!
    Congratulations! 🥳 🎉  Time to celebrate! 


Get in touchEmail merequest a callback or arrange a Zoom meeting to experience approachable, client-centric service from start to finish. If you’re ready to begin the process, please start by completing my secure online mortgage application and I’ll get back to you today.