Here’s 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 + Review & Digitally Sign Initial Onboarding Documents
    These documents do not commit you to a specific lender or incur any costs.
  • Provide Me With Your Supporting Documents
    I’ll send you a list of all the documents I’ll need from you.

Stage 2.

  • Strategize & Select Lending Institution
    I work behind the scenes to strategize the best lender options for you. I advise, you instruct.
  • Find a Property + Submit Offer (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)
    For the final stretch, I make the necessary arrangements for you for a smooth and stress-free experience!
  • Meeting W/ Lawyer & Lender Branch (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. 
  • 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.