Bradley K. Dale

"Too often, people buy (and refinance) homes in a vacuum, without considering how that purchase is going to affect other aspects of their lives.  This can be a big mistake, and therefore you must recognize that owning a home holds very important implications for the rest of your financial plan.  Although a fine goal, owning a home is not the ultimate financial planning goal, and in fact how you handle issues of home ownership may well determine whether you achieve financial success."  --Ric Edelman, Author of "The Truth about Money"

The Mortgage by Design™ Experience

The Planning Pyramid™

• Develops a clear understanding of the client, their expectations, needs/wants, plans & goals.
• Establishes a foundation of trust and transparency for a long term relationship.
• Provides a framework to manage their expectations and determine suitability for their best mortgage strategy.

The Fiscal Fitness Blue Print™

• Combines each borrower's unique needs, wants and goals with education and insight to the various lending products that will help them achieve their goals.
• Utilization of powerful software tools to evaluate the short and long-term fiscal benefit of various strategies.
• Expert analysis and insight of the mortgage market to ensure the most competitive rates, points and fees.
• Objective guidance, based upon the Planning Pyramid™, to determine the best mortgage strategy by design to help each borrower achieve their desired end result or fiscal fitness.

The Confidence Maximizer™

• The best of both worlds:
  • Financial strength and security.
  • Flexibility with an individualized approach.
• Use of the latest technology to provide a multi point "touch system" to help borrower and realtor stay informed and feel confident throughout the entire process.
• On-line custom loan tracking for each borrower.
• Personalized concierge for the little extras that make a big difference.

The Fiscal Fitness Assessment™

• Post closing E-mail survey from CEO.
• Annual reviews to track progress by monitoring each borrower's Fiscal Fitness Quotient™.

The Mortgage by Design™ experience will help educate and give you unique insight, empowering you, to make a positive change in your financial future.  Call us today, let us go to work for you and help you build a better financial future BY DESIGN!

Click on this link and we will get started today!