What to Expect
You Found Me
Whether you were referred by a friend, co-worker, realtor or online search I appreciate the opportunity to help you with your mortgage needs. Let’s see if I am a good fit for you!
Initial Phone Call
This 15-20 minute call will help me learn about your specific situation and any goals you may have for the transaction. In addition it will allow you to learn a bit about me and my process. Note: It isn’t necessary that this happens before filling out an application.
The link to my online application is HERE. This should take no longer than ~20 minutes to complete. This will provide me with most of the information I need to get your file started in our origination software. Note: This step can also take place during our initial conversation.
I will collect documentation from you either via email, secure upload, or in person. I will provide you with a list that will be based upon your specific situation.
If possible, we can schedule a meeting to go over the details of the transaction, discuss rates/fees and set expectations for the rest of the process.
While you shop for a home, I will be on standby to:
Run specific figures on homes you are interested in
Issue pre-approval letters when you are ready to write an offer
If refinancing, we will:
Submit documentation to underwriting
Order the appraisal