"Scott and his team did a great job of laying out potential funding scenarios that fit our budget. In the end, we now save $300 per month on our mortgage."
michael s
Certified Buyer Consultation – John Smith
For Demo Purposes Only
Hi John & Mary,
It was great speaking with you today. Below is a summary of what we discussed:
Your Goal:
- Purchase your first home or rental property.
Key Details:
- Sales Price: $700K to $800K
- Credit: Good (EX)
- Income: W2
- Assets: $325K
Your Next Steps:
Step 1: Complete Your Loan Application Apply Here
Step 2: Submit Required Documents
Once your application is received, we will provide a detailed checklist to help gather and return your documents.
Step 3: Loan Processing
With your application and paperwork completed, we will move your file into underwriting and advance the process.
Let me know if you have any questions.
Thank you,
Scott