Initial Consultation – Welcome to the Family!

Welcome to the Family! Let’s get to know each other better.

Priority of Money System.pdf
This one page document briefly outlines my philosophy towards mortgages and debt and will allow you to get to know me better.

Family Profile.pdf
This will help us to learn little bit more about you.

Loan Timeline Checklist.pdf
This document lists the various steps that need to be taken to close your loan.

Credit Card Authorization for Credit Report.pdf
This allows us to pull a copy of your credit report and send you a copy.

HUD Guide.pdf
HUD’s explanation guide on mortgage financing

Impound Account Preference.pdf-
This document explains what an impound account is and clarifies for us what your preference is.

Credit Card Authorization.pdf – This signed form gives permission to order a credit report and appraisal.

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