Business Description:
We provide realtors, financial planners, CPA's and other financial industry professionals with a high caliber team that will care for their client's mortgage needs. Our local office staff are exceptional and are backed by an industry leading corporate team. This allows our referral partners to confidently recommend their clients work with us to complete a residential mortgage loan.
How Business Creates Value:
Two factors are key to the success we have achieved with our past clients & referral partners; Knowledge and Trust. Providing knowledge (expertise) and justifying trust are daily disciplines.
How Member Creates Value:
We create value for our referral partners and our team by exposing opportunities, providing insight into our process and communicating with them throughout the process.
HOMESCOUT! We provide our clients with direct access to the MLS for their home shopping efforts. If you or someone you knows wants to avoid the data error problems associated with others, here's HomeScout. Download the app. Here's the link: https://homescout.app.link/6268904129
What I Do.
I seek out those in need of a professional lending team who has the experience to identify both the needs and challenges associated with their client. I then introduce them to our team of professionals who walk them through the process of securing their home loan, whether it's a first time buyer, a move up or downsizing buyer, an investment buyer or a refinance client.
Why I Do It.
Having spent over two decades in corporate finance (aerospace and energy) I found that residential finance was much more fulfilling in that I am able to assist those who serve a client with a product that is intimately personal, their home loan.