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PRE CLOSING
Pre Closing Understanding the homeowner long-term success is of critical importance to us. Our mortgage planners will analyze your present situation including income, tax bracket, savings, your future long-term and short-term goals, and affordability. From this information, we will develop solutions best fitted for your goals. Throughout the process, we will provide you with illustrated…
POST CLOSING
Post Closing After the close of the transaction, you become a “Platinum Client”; we manage your mortgage by proving you with our periodic reports such as: RateWatch Reports Equity Management & Repositioning Review Reports Throughout this process, the mortgage planners can adjust their recommendations, if needed, as your life changes. Most often, it involves periodic…