The 9 steps of the Tailored Mortgage Program

> You are automatically part of our Tailored Mortgage Program where we tailor a mortgage to fit your lifestyle and needs through an initial consultation. Your mortgage experience will be a seamless combination of service, competitive pricing and follow-up. 

The 9 steps of the Tailored Mortgage Program  

1. Initial Consultation.
What are your goals and objectives? Every client has different needs -- and we have over 50 loan programs for comparison. 

2. Application.
We fill out the paperwork for you on the initial application and review it with you. 

3. Loan Submission.
Your application is presented to underwriters using an automated system. As a mortgage banker, not broker, you have more options and competitive pricing. 

4. Review Your Options.
You’ll be presented with a minimum of 4 loan options and our recommendation for your review. 

5. Meet Your Personal Loan Processing Agent.
Your own Loan Processing Agent will be assigned to you to provide extra service and follow up.

6. Loan Approval.
We do everything possible to get you a speedy and reliable loan approval.

7. Loan Closing. 
You will be provided with a check list of items needed at closing, and frequently asked questions before closing. We will double-check all paperwork prior to closing to ensure accuracy. 

8. After the Closing.
We want to make sure you’re satisfied on closing day, and every day after your loan closing. If you have questions or concerns, you can call us for help. 

9. A mortgage lending experience that strives for 100% satisfaction.