Connect With Your Expert
Whether it's an intake call, in-person meeting or filling out an online application our dedicated agents start with understanding your needs and qualification criteria.
Document Collection & Underwriting
Once your agent knows your qualification criteria they will be able to provide a tailored document & information list which will be necessary to underwrite your application quickly and effectively.
Review Approval Options
After a thorough assessment of your application is complete, our mortgage agents use an extensive lending network to identify the best solutions for your situation. This is done with a tailored approach optimizing for the best and most suitable options for your application's circumstances (ie. Purchase, Refinance, Transfer, Construction etc).
Finalize Conditions And Prepare For Closing
Our team will walk you through the remaining steps—whether it’s submitting final documents, reviewing your commitment letter, or coordinating with your lawyer. We’ll ensure all lender requirements are met on time and that you understand what to expect as you approach closing.