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Know what to expect from the mortgage process

Experience a seamless and transparent journey to securing your mortgage. Our step-by-step process is designed to make home buying, investing, and refinancing as easy as possible.

 Initial Consultation

Understanding Your Needs

We begin with a friendly consultation to understand your financial goals and needs. We discuss your unique situation and gather essential information to tailor our approach specifically for you.

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Document Collection

Gathering Essential Information

Peace of mind is essential, so we’ll share a secure portal for you to upload necessary documents. This may include bank statements, tax returns, proof of income, and more.

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Pre-Approval

Securing Your Borrowing Power

Once we analyze your financial information, we provide you with a pre-approval letter. This strengthens your position with sellers, and speeds up the final approval process.

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Loan Options Presentation

Finding the Right Fit

Your loan officer will present you with tailored mortgage options that suit your needs. Whether you’re employed, self-employed, or looking to invest, we’ll give you all the support you need to make confident and informed decisions.

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Loan Submission and Underwriting

Moving Towards Approval

Once you decide on a loan option, we submit your application for underwriting. Our team works closely with underwriters to ensure a smooth process, keeping you updated every step of the way.

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Closing

Finalizing Your Mortgage

After underwriting approval, we schedule your closing. Once signed, your loan is funded, and you receive the keys to your new home or the benefits of your refinanced mortgage.

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Get the information you need to make confident decisions

Discover your borrowing power and plan your mortgage journey with knowledge on your side.

  • No documents required
  • No commitment
  • No impact on your credit score

Get a quote in 3 easy steps

Tell us what you want

Fill out our online form to help us understand your financial situation and loan needs.

We get to work for you

We review your info and look for competitive rates that match your specific goals.

You get a personalized quote

You’ll receive a customized rate quote that meets your unique profile.