How It Works

Simple steps to get you funded - no b.s.

1. Book Your Discovery Call

We start with a chat about your goals and timelines.

2. Application & Pre-Approval

After our call, you'll provide the necessary info and documents so that we can get you pre-approved.

3. Your Custom Game Plan

Based on your goals and pre-approval, we'll create a personalized loan strategy that fits you!

4. Loan Process

We gather and organize all your documents to prepare your file for underwriting.

5. Underwriting

The underwriter reviews your file to verify everything meets lender guidelines.

6. Clear to Close

Once underwriting is complete and we turn in any 'homework', you'll get the green light to schedule closing!


7. Closing Time

You sign the final documents and funds are sent out. CONGRATULATIONS!!!

From our discovery call through closing, we're by your side every step of the way to keep everything moving along smoothly.