MORTGAGE PLANNING
We
can assist our clients with home
financing and commercial real estate financing through our mortgage
banking
relationship* to better and more conveniently act as a trusted advisor
for real estate financing and worldwide on the
commercial side.
We apply a
different approach to home loans.
We take a
consultative approach to mortgage financing. Our priority is to understand your
overall financial goals and structure a mortgage plan that will fit within your
financial needs. With our E Mortgage Management, you will receive honest,
accurate answers. We believe that an educated client will make the best
decisions
Is
a mortgage all you really need? Many homeowners still utilize a
mortgage using yesterday's economics. This remains a problem
because too many loan officers and even financial institutions promote
products instead of solutions to help specific clients.
Are
you interested in working with a Trusted Mortgage Professional who will build a
relationship with you rather than a loan officer who carelessly quotes interest
rates to you? We are dedicated to helping
homeowners make informed mortgage decisions that integrates with their personal
financial plan. We look at the big
picture and get to know a client and their needs before presenting mortgage
options.
Most
loan officers focus solely on a singluar factor with their
clients. They just focus on getting the deal done rather than nurturing relationships.
Our trusted mortgage advisors focus on several factors
on how your mortgage product can affect your overall financial
picture.
- Helping you save money
- Accelerate the process of paying down debt while building your wealth
- Expanding your retirement flexibility for the long-term and protecting your assets
- Maximizing your tax benefits
- Planning for future college expenses
We have
built our entire business model around providing solutions for all your lending
needs!
We can
offer you the Strength and Stability of fast turnaround times while still having the flexibility to meet your needs that you
desire.
Even
if you have been working
with another professional, it does not cost you anything to give us a
try and
see what we can do. At the very least,
we can keep someone else honest. We help our clients create
simple plans to realize their financial objectives. You will also
receive financial literacy, proper advice, and most importantly, a
suitable plan.
So why not
take advantage of a one-stop service for your home financing
needs? It makes it easy, correct? As a Mortgage Advisor who also has
the ability to work with other investors should we find that you have a special
situation, it will be easy for my team to find the loan product that
is in your best interests.
Did you know that 80 percent of Americans are currently in the wrong
mortgage product?
We specialize in making sure that you and
your family are in the right mortgage. We look at
the big picture and get to know the client and their needs before presenting
mortgage options.
And no one
is going to care more about making sure your home loan or commercial loan goes
smoothly than my loan team and I, because I want you to be able to work
with me and my real estate team on buying a residence, second home,
investment or commercial property too!
Investor Tip:
Many of our clients are currently taking advantage of motivated seller
situations to finally start or add to their investment property portfolios by
tapping into some of the equity they’ve built up in their primary residences,
second homes or investment and commercial properties.
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We Can
Assist With Loans For:
- “A”
Borrowers
- Those with
credit “dings” and “dents”
- FHA
- Rehab
Properties
- Hard Money
Loans
- Investment
Property Loans
- Commercial
Loans (Domestic and International)
- Reverse Mortgages
- Credit Restoration
For Our Valued
Home Financing Clients:
Need to
refinance into a loan program that is more suitable for your present needs and
current market conditions so you do not get in over your head? My loan team and I can help!
Need to
cash out of some or all of the equity you have built up in your properties for
your own needs and dreams—to consolidate debt, to start a business, send the
kids to college, or restructure your equity? My loan team and I
can help!
For a FREE Consultation, contact us through the form below.
**Loans are initiated through our lenders' network
and are NOT Affiliated with The Maxxis Group in any way.
What
Happens Next After You Apply For A Loan?
In order to
accurately provide you with your options, my loan team will review your credit
report and the information you have provided in complete confidence. You can expect to hear from a loan specialist
on our team typically within 24 hours weekdays.
At that time, if further information or clarification is needed, the
loan specialist may ask you for input.
Otherwise,
your loan options will be explained to you, you can make your loan program
selection, and if you are first considering a property purchase, a pre-approval
will be issued. Or if you already know
the property you will be purchasing, or are refinancing or tapping into home
equity, the loan team will start to work on processing your loan as expediently
as possible.
I will
constantly be in contact with the loan team and you, and will closely be
monitoring the loan process to do everything possible to ensure a quick and
hassle-free experience.
We
recommend that you have the following documents prepared in advance of speaking
with a trusted advisor.
-
Last
two-years tax returns
-
Last two
pay stubs for all borrowers
-
Last two
months bank statements
-
Copy of
drivers’ license
-
Copy of
social security card
-
Copy of
Declaration Page for Homeowners’ Policy
-
Contract
of Sale – (if a
purchase)
-
Last
Mortgage Statement – (if a refinance)
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