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PurchaseRefinance
Here’s How We Ensure Your Transaction Goes Smooth and Fast
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Initial Goal Analysis Consultation:

(15-20 minute Phone Call) We will discuss your options, timeline and goals for your new home or refinance. If you are purchasing a home, whether your first or your 7th, the goal of my team is to make the process as stress-free and easy as possible for all parties.

Next Steps:

Based on what we’ve discussed and a review of your loan application and documents, we will prepare a customized mortgage plan to show you all the best options including: rates, loan programs, down payment and closing costs.

Your Personal Mortgage Plan:

(15-20 Minute Phone Call):  Follow up consultation to review your personal mortgage plan. If you are buying a home, we will discuss some of my best strategies to ensure you get a mortgage that contributes to building equity and achieving your short- and long-term financial goals.

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While your loan is in process you will have:
  1. A team dedicated to guiding you through the loan process.
  2. A clear plan to show you the step by step journey to closing.
  3. An online portal to securely upload documents.
  4. Regular updates on loan milestones.
  5. Concierge referral service to preferred professionals.
  6. The assurance that we are with you to ensure a 5-star, stress-free mortgage experience.
Get Your Offer Accepted on Your New Home!

Are you looking for a home loan or refi? Perhaps your realtor has referred you to me. I would love to talk with you, find out more about your plans and goals, and then share some options with you to ensure you get a mortgage that works with your budget! Please call or text me today and let’s get started! 972-977-7640

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Schedule Your Initial Goal Analysis Consultation Here
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