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Quiz, Why me and what’s important to you?

What’s most important to you? Of the following list of items, please circle the three statements which currently represents your highest financial priorities: • Improve monthly cash flow • Ma...

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Case study for reverse mortgage – The Liddles

The Liddle’s are 62 years old, they recently sold their home for $175,000, took the equity from the sale of the home (which incidentally was about $100,000) and purchased a new home for $265,000. Th...

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How to Rescue Your Retirement in Your 50s

If you are in your 50s and you are starting to feel lost with your retirement planning, you are not alone. According to the Federal Reserve’s Survey of Consumer finances Americans in the age bracket...

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Character Sketch

Character: People can count on me because my “word is my bond.” They know that I am genuine and authentic and what you see is what you get. I have a positive happy attitude and I want to do what i...

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Reverse Mortgage Myths and Facts

  Myth #1 - Your lender takes the title to your home. FACT – Title on a reverse mortgage is no differ...

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Success!

This one word describes the basic step-by-step process you will go through today! We want to:   S - Share with you how we work U - Understand what’s important to you about buying or...

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4 Options

You Have Four Options: You don’t have to do anything at all. You can do this on your own. You can work with a traditional lender. You can choose to work with me.   My purpose i...

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Pilot of Your Plane

I see myself as the pilot of your plane. During an airline flight, turbulence can sometimes occur. My job as your “mortgage pilot” is to guide you through any turbulence that may arise duri...

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Flight Plan

Basic sketch of your flight plan: Pre-Qualification/Loan Consultation ● Loan application/overview of loan programs ● Obtain documentation from you in order to process your loan. Prepare File...

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Dos and Don’ts

Do’s and Don’ts to follow throughout the mortgage process. Please review this form over and over again throughout the loan process…particularly when making any decision that may affect you fina...

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