YOUR STEP-BY-STEP GUIDE THROUGH
THE MORTGAGE PROCESS

STEP 1

CONSULT CALL
  • Consultation Call
  • Important Goals to Focus On
  • Develop a Plan Together

STEP 2

PRE-APPROVAL
  • Application
  • Submit Paperwork
  • Initial Plan Developed

STEP 3

HOME SEARCH
  • Home Search
  • Home Buyer Program
  • Offer Accepted

STEP 4

FINALIZE LOAN
  • Finalize Your Plan
  • Loan Updates at Each Step
  • Closing the Loan

STEP 5

CLIENT FOR LIFE

  • Daily Mortgage Monitoring

  • Monthly Home Report

  • Annual Mortgage Review

  • Always Here to Answer Questions

Schedule a 15-minute consultation to begin the planning process, so you can be confident in your mortgage decisions and know it is prepared to your greatest advantage.