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As Strategic Mortgage Planners we guide you through every step of the loan process to guarantee transparency and to ensure your mortgage is properly structured to align with your overall financial strategies.
Discovery Call (Getting to know You and Your Why)
Loan Options worked up to Review & Consider
Follow Up Call to Discuss Loan Options & Mortgage Strategies
Start the Loan Process (Loan Application, Pulling Credit, Supporting Documents: Paystubs, Tax Returns, W-2s, Bank Statements, etc.)
Submit New Loan to Underwriting for Loan Approval
Communication - we will be sending text messages and emails throughout the loan process to keep you in the loop.
Underwriting Conditions - gather and resubmit loan conditions back to underwriting for final approval.
Final Loan Approval - 100% Clear to Close
Preliminary Closing Disclosure - Review and attest final #s match to upfront loan quote
Closing Date & Time to officially sign for new loan.