Becoming A Client
I offer a smooth virtual experience so we can work together from the convenience of your own space.
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:
- 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
- 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
- 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!