Options and education are what you deserve.

Navigating the mortgage process can seem overwhelming, but securing the right loan shouldn’t be. Let’s work together to create a tailored financial solution that will provide the resources you need to achieve your goals with confidence and clarity.

How can we help you home?

Our comprehensive loan services are tailored to meet the diverse financial needs of our clients. With expertise in a variety of loan options, we ensure a seamless experience from application to approval.

  • We believe financial literacy should be free. With such a large purchase and milestone in your life, you deserve information that is specific to your situation, with no strings attached. Let's discover what's possible through a 1 hour Zoom meeting.

    Topics we'll cover:

    • The loan process, start to finish.

    • Interest rates, past, present and future projections.

    • Loan qualification and product options, tailored to your finance goals.

    • Run various purchase scenarios and deep dive into financial strategy utilizing our loan origination software that is set up specifically for you and your loan profile.

    • Other topics included but not limited to: Credit score, DTI, escrow, appraisal vs home inspection, earnest money deposit, what is equity and how to build wealth through homeownership.

  • How can we determine what the best financial choice is for us, if we do not have options to choose from, or have them explained?

    With us, YOU have the power to choose what makes the most sense.

    What you can expect from your 45 minute TCA finance presentation:

    • A viewer friendly custom presentation outlining multiple interest rate, down payment and or product options that have been hand selected by our mortgage strategist, based on your finance goals.

    • Understanding how each option affects your monthly payment and total out of pocket costs. Graphs and data are leveraged showcasing various timeframes to ensure you are making an informed financial decision not only for today, but for tomorrow as well.

      • No need to make a snap decision! You will have up until 10 days prior to your closing date to switch between the options we have presented to you.

    • Discover next steps of the process now that you are officially under contract on a home. Understanding what’s next provides confidence all the way from contract to closing.

  • Whether you have a unique situation that may require some "outside the box" solutions, or are the 10th person submitting an offer on your dream home- creative and competitive financial strategy is our bread and butter.

    • Over 11 competitive offer strategies to help you win.

      • Our mortgage strategist will collaborate with you and your Realtor to structure a competitive yet comfortable offer based on your finance goals.

    • Appraisal Gap Coverage.

      • You do NOT always have to pay the difference between your low appraisal and your purchase price in cash at closing.

    • Solving to contingencies.

      • Let's discuss bridge loans, HELOC's and other logistics to eliminate your contingencies.

    • Offer specific pre-approval letters with an accompanying call to the listing agent to further advocate for our offer.

      • This protects your financials, while showing the selling side we are consummate professionals and ready to facilitate a smooth and timely closing.

    • Late night and weekend availability since home shopping typically occurs after your 9-5.

      • We operate outside of “typical business hours”, Monday-Sunday, and accommodate each time zone to provide support when you need it the most!

Schedule a complimentary Zoom pre-approval consultation.

Set up a no cost consultation with our experienced mortgage strategist to explore loan options tailored to your needs. We are committed to offering clear guidance and expert advice to help you achieve your financial goals!

Contact Us!

Is your situation unconventional and you want to chat before filling out any paperwork?

We would love to hear from you! Simply submit an inquiry and provide as much detail as you feel relevant. Our mortgage strategist will reach out to provide support based on your communicated needs.