You may notice that I work different than most lenders. What I have done is incorporated tools and behaviors into my business that were instilled into me while serving our country in the United States Marine Corps. I believe that these tools when properly implemented and effectively used it will create an exceptional home financing experience
I would also like to take a brief moment to recap our conversation today and what you can expect through the 4 step process that we will follow to help you achieve home ownership.
The 4 step process will work as follows:
Part 1-Sharing the common bond
- Meet face-to-face or talk via phone to get to know one another and build a foundation of mutual trust.
- Complete an application via internet or phone
- Hold a follow-up phone call to discuss application
Part 2- Needs Revealed
- Identify and outline the needs and goals of your upcoming home purchase and determine how those needs will indeed be met through your customized mortgage strategy
Mission/ Plan of Attack
- Articulate the specific plan we will follow to successfully meet your unique needs and goals
- Identify the specific loan program we will put in place for you
- Secure the very best interest rate possible
- Openly disclose all of the information required for you to confidently commit to proceed with your home loan
- Order and review your appraisal
- Secure level 1 underwriting and obtain any and all additional items
- Secure level 2 underwriting and for final approval
- Loan documents to title for signature and closing
Command & Control
- Oversee the loan process to ensure crisp execution on all fronts
- Ensure that the mission is accomplished by me and my team
- Conduct Pre-close phone call to confirm details of your closing
- Conduct close of escrow confirmation so that you are immediately notified of our successful completion
While this process may feel different (disciplined and focused) … I trust you will find me and my team to be a valuable partner in the home loan process.