The Planning Funnel Discussion
Mortgage By Design
Getting a home loan can seem like a complicated process. First-time buyers, in particular, have a lot of questions. It’s great to do plenty of research online, but reading about bridge loans, interest rates, discount and origination points, closing costs and more doesn’t tell a buyer what is right for you. Many options exist because every situation is different.
In this initial planning phase, Brad and his team will:
- It isn’t about “selling” a mortgage
It IS about helping the borrower make a “smart” decision with education, clarity, and confidence based upon their individual goals and life style needs with a customized implementation plan
The discussion establishes a foundation of trust and transparency for a long term relationship