What is the First Step in The Home Buying Process?

The first step in the home buying process is completing a discovery call with one of our mortgage advisors.

• Step 1 - Initial Discovery Call with One of Our Trusted Mortgage Advisors

• During your discovery call, we discuss your unique financial situation, your property objectives, your borrowing capacity, the steps to take in the home buying process, & advise on any hurdles you may encounter to help pave the way for a smooth home buying experience.
• This initial step provides clarity to common questions or concerns. We even go through some what-if calculations & scenarios to help ensure you have a strong understanding of what your options are. A detailed action plan is then prepared, giving you the confidence to move forward with certainty.

• Step 2 – Provide Information: Application & Documents

• At this point, if you would like to proceed, as part of your “Let’s Get Started” package, we will send you a formal mortgage application, credit consent form, & a checklist of lender required documents in which you can safely upload into your encrypted client portal. Once complete, the heavy lifting on your end is done & we will proceed with setting up your new pre-approval.