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A Guide to a Successful Lending Experience

When applying for a home loan mortgage, there are many things that can affect the success of your experience.


We will discuss your goals  – I will want to know about your short- and long-term goals. How long do you plan to live in the house? How quickly do you want to pay off your mortgage? We will consider your financial and homeownership goals to help you decide which loan program might work best for your needs.


I will communicate every step of the process  – Communication is key during a home loan transaction. My goal is to keep you informed and relaxed throughout the loan process. Whether you prefer phone calls, texts, or emails, I will be in touch every step of the way.


We will create a workable timeline  – Throughout the mortgage process, there are many forms and documents that I will need from you. Before you begin, we will work together to create a timeline for paperwork submission and verify that we have enough time before you close.


You will keep me in the loop too  – Many things can make it difficult for you to obtain a home loan. Be open about any unusual circumstances such as a pending divorce, changes in employment, or unreliable income.


I will help keep our team organized  – I will work with the real estate agents, title company, attorneys, and other parties involved for a smooth and easy transition, and communicate with them throughout the process.


When you are ready to purchase a home, I would love to talk to you about your home buying options and tell you more about my plan to help make your lending experience stress free. Call me today to set up an appointment!

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