My Mission
Getting a mortgage does not have to be stressful or obscure. Sound decisions made when choosing a mortgage benefit you for years or even decades to come. I’m here to give you the tools and practical knowledge that help you make informed choices with confidence.
My Vision
Clarity is my goal for you. Mortgages do not have to be complicated. In fact, they often involve a series of rather simple rational choices for you to make. A coherent overview of what the different features of a mortgage do, will let you prioritize the ones most relevant to you. I’m here to help you identify, explore, and efficiently navigate your options. Let me show you a better way to get your mortgage!
I pride myself on delivering an excellent customer experience. I aim to provide my clients with a smooth, hassle-free process that obtains the best possible mortgage solution for their unique circumstances. Here is a step-by-step overview of what you can expect when working with me:
My Process
We start with an initial conversation to understand your circumstances and goals. I'll then send you a link to my online application portal. This helps gather basic details and narrow down which documents we’ll need to support your file.
After a brief review, a second link will take you to a document upload portal. Here, you'll get a list of what we’re going to need and an option to upload each.
Having taken a deeper dive into your details, we'll have a follow-up call to discuss options and the next steps to give you a clear picture of what to expect. We’ll take some time to run scenarios and address any questions you might have
Once we’ve agreed on the best path forward, we’ll typically take a few days to arrange your approval at the terms we’re looking for. We will then review the commitment letter together with you to ensure you’re getting the best possible deal with all the right details.
We collaborate with the rest of your team, such as your realtor and lawyer, to streamline the process of getting the bank what they need to line us up for the day of closing.
Any last-minute issues require us to be on standby to ensure we meet our deadlines and facilitate any issues that may arise.