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

Stage 1.

  • Discovery Learning About You and How I Can Help
    Schedule a Callback and Book our Calendars
  • Complete the Mortgage Application Provide Photo ID  Review & Digitally Sign 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 Get Pre-Approved

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 an Offer  Offer is 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 Documents
    Done securely and virtually!
  • Satisfy All Lender Conditions  Order an Appraisal (If applicable)
  • Meeting Your Lawyer & Lender Representative (If applicable)
  • Closing Day  Funds Advanced & Received!
    Congratulations! 🥳 🎉  Time to celebrate!

 


Get in touch! Email me, request a callback, or arrange a Zoom meeting to experience approachable, client-centric service from start to finish.