What Makes Mortgage Planners Different?

November 4, 2019 2:28 pm

There are likely many people in your life whom you trust to give you advice – from friends and family members to business professionals. You may have a CPA who assists you with your taxes and a financial advisor who lends their expertise on how to invest what you earn. You might even have a nanny who helps care for your children, or you might hire services for your lawn or home maintenance.

Hiring professionals is a great way to ensure you have the best person in place to help you with decisions, and this is why working with a mortgage planner is incredibly key to the success of your home purchase. We take the time to discuss your overall financial objectives, look closely at your credit and spending, and work with you to determine what the best loan for your situation will be. After all, buying a home is usually the largest financial decision you will ever make, and you will need the best advice and guidance from someone you truly trust.

You can trust me to hear your needs and really listen to what you have to say. My job is to answer all the questions you may have and present the best possible programs for your goals and your budget. I want you to feel comfortable in your mortgage payment and be able to live well and have the funds you need each month to enjoy life.

I am also committed to communicating every step of the way with you. Never worry that you are asking too many questions, because understanding the lending process is important. I am a resource for you. I want you to know that you can trust me to guide you and that I have your very best interests at heart.

We do business differently because each loan is much more than numbers on a paper – it’s your dream for living in the house you will turn into a home. If I can help make that transition easy and stress-free while offering my years of experience in mortgage planning to assist you in making the best choices possible, nothing could give me greater professional joy. When you are ready to buy or refinance your home, know that I am here to serve you in every way that I can. That’s my commitment to you.

 

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