Mortgage Loan Consulting

Our Mortgage Loan Consulting is characterized by the comprehensive scope, depth, sophistication and specific content of our recommendations. State of the art computer models are used to prepare an analysis. The qualitative analysis with strategic input from the client is individually and meticulously prepared by one of our experienced Consultants. Our systematic approach to mortgage loans involves the development and implementation of a plan which begins with fact finding. An inventory is taken of all available assets, liabilities and resources. Procurement of necessary documentation including an appraisal of the subject property is the next step. At this point the information is evaluated to determine the exact nature of the wants and needs of the client. The fact finding includes an evaluation of the client's personal philosophy, and past experiences with mortgage loans. We believe that the placement of an effective mortgage loan must be preceded by a full appreciation of the client 's tolerance for risk, comfort level with particular types of loan products, and personal and financial aspirations for their family. Finally, the loan is submitted to the lender offering the program which most closely approximates the desires of the client. The loan is approved and arrangements are made to facilitate the signing of the loan documents.

 

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