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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


Learn more about your loan

Read more about our loan products, financial prep, and strategies.


See the next step in your Mortgage By Design Process

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