A knowledgable mortgage professional makes the difference. Loan Officers come and go as well as Mortgage Brokers. Most, if they are trained at all are given training in sales. Dr. Shafer's background in finance is a perfect match with Marimark Mortgage Services' philosophy of hiring financial experts rather than sales experts. Rather than "selling loans" we perform debt management along the line of financial planners. That is why financial planners and accountants all over the Tampa Bay area team up with us. With a solid background in finance, professionals feel comfortable referring their clients to us. Matching the right mortgage product to a client's short & long term financial goals can increase their wealth by thousands of dollars, sometimes hundreds of thousands of dollars.
We periodically teach two educational seminars. One is for first time home buyers. In this education oriented seminar, Dr. Shafer covers the basics of mortgage lending and home buying. Participants are taught the step by step procedures for buying homes. The class covers home buying from A to Z; credit worthiness, pre-approval, choosing the right professionals, right through the steps of closing.
The second seminar is asset optimization. This seminar aimed at folks with significant equity positions in real estate demonstrates how to optimize that equity and reduce one's risk. Taking aim at persistant myths of home ownership (mortgages bad; equity good), this seminar gives individuals the tools and knowledge that corporations and super wealthy individuals use to dramatically increase wealth.
