Becoming A Client
I offer a smooth virtual experience so we can work together from the convenience of your own home or office.
Here’s an overview of what you can expect throughout our time working together:
- 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.
- 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
- 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 touch! Email me, request 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.