Client Help
Help your client better understand the loan process, the loan options and what is important during their transaction!
Your Client’s Personalized Planning Worksheet
Is your client getting the best loan option for their needs?
Do they know how a ‘small’ tweak can save them thousands of dollars over the life of their loan?
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Remember your Fiduciary Responsibility and suggest they get their personalized worksheet today.
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Call me at 913 915-1855 for assistance!
Share with Your Client’s The Loan Process
Getting a home loan is just that, ... a process. It can’t be changed, and you can’t really bypass a step. So, check out how easy the process is as we guide you thru each of the steps of buying a home.
Scrubbing a File
Why is this important to you the Home Buyer?
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Our competition often will ‘pre-qualify you based on their opinion, but don’t get to the next step.
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That next step is to review all of your documents, know what you can really purchase, and know WITH CONFIDENCE, that your pre-approval is valid!
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Are you ready for Our Journey Together?
Getting a home loan is an easy process, however, there can be dozens of individuals, working on each aspect of your loan.
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This includes employment verification, title work, appraisals, credit supplements, ‘Drive Reports’, and more. The key is each one of these steps might create some turbulence for your loan.
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See our pledge to you...
FAQ – What about Gift’s
Make the Process Simple
or Make it Difficult ... Your choice!
WHAT DO I NEED TO DO IF I AM RECEIVING A GIFT FOR ALL or PART OF MY DOWN PAYMENT?
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Guidelines are very specific regarding the documentation of the transfer of gifts funds and the ‘paper trail’ needed on the transfer of GIFT Funds. In summary, the gift documentation requires the following three items, but please see the section below for ‘Specific Guides’:
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A. A gift letter created by the lender for the loan
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B. A check for the gift, which should match the amount stated in the above gift letter.
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C. And receipt or deposit of the gift check.