Providing professional Mortgage Solutions Through Intentional Design. We build strategic home financing plans and work with our clients over time to ensure it blends with your overall financial plan
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We believe Mortgages should be proactively managed, much life a portfolio approach to financial planning. As such we provide 2 comlimentary services to all of our clients:
First, we provide PROACTIVE management strategies. Our Annual Mortgage Plan will ensure that your financing is in line with your overall goals and will also provide us the opportunity to make sure your loan servicing needs are being met in an efficient and professional manner. If you are paying PMI on your loan we establish a PMI review date to make sure we do everything possible to eliminate this expense as quickly as possible.
Recognizing that financial conditions can and do change quickly in today's volatile environment, we utlize cutting edge technology and provide 100% of our clients with a CUSTOMIZED auto-alert system which is designed to provide timely notification that the interest rate market has reached a point where you will save money by restructuring your loan. We also offer an exciting new service called AUTO LOCK for those clients who have a specific target in mind.
We also provide REACTIVE