From Buyer to Owner and Beyond
Ongoing guidance on your journey to financial freedom.
Buyer Experience
PRE-CONTRACT, SHOPPING PHASE
Gain confidence and clarity to reach your goals and win your offer!
THE FIRST CALL
(10-15 MIN)
Explain your goals and ask your questions…
PERSONALIZED
VIDEOS
Compare options based on your goals…
Contract Period
OFFER ACCEPTED – CLOSING TABLE
Navigate the process by beating deadlines and securing your keys!
FINAL COMPARISON
CALL
Choose between loan terms with a breakdown…
MILESTONE
UPDATES
Real-time communication with you and your agent…
FLEXIBILITY
ON THE FLY
Optimize loan terms if negotiations result from inspection, appraisal, etc.
Owner Experience
POST-CONTRACT, OWNERSHIP PHASE
Reach your goals faster through ongoing support!
CONTINUED SUPPORT
Ongoing communication with your professional advisors…
OPPORTUNITY
MONITORING
Day-to-day tracking…
ACTIVE
CHECK-INS
Annual touchpoints to ensure your mortgage is best matched to your plan and goals for now and later.