1. Discovery Call
We understand the goal before recommending the loan.
2. Application + Financial Analysis
We review income, assets, credit, debts and the full picture. A soft inquiry may be available initially.
3. Strategy Meeting
By phone or Zoom, we go through payment, cash to close, loan options, rate considerations and risks.
4. Connect With Your Agent
We coordinate with your Realtor or help you find the right professional.
5. Find the Home / Structure the Deal
We run scenarios and stay involved before offers are submitted.
6. Underwriting & Closing
We manage financing, communicate with the parties and work toward closing.