Pre-
Qualification

Refinancing

Pre-
Approval

Documentation
Checklist

Consulting

Pre-Qualification
Get a live Pre-Qualification, performed by me personally, or my staff. This is totally private and confidential. Before you shop for a house, you can arm yourself with the confidence that you are qualified by a reputable lender. This also allows you to get an idea of the relative payments and costs of buying for any given loan amount. It also leverages your negotiating position as a qualified buyer.

Click here to download a PDF of our Pre-Qualification Application (print version) This method is safe and secure, allowing you to complete the application and then fax or mail it directly to me. This method is great if you need to explain various items on the form.

Email Application
If you wish to receive an application by email in Microsoft Word format, simply click here to request it, and you will receive an application as an email attachment, complete with instructions, which you can then email back to me.

Refinancing
Get a thorough Refinance Analysis outlining the true refinancing benefits and breakeven points of refinancing. I can help you determine whether refinancing is really worth it based on your circumstances.

Click here to download a PDF of our Pre-Qualification Application (print version) This method is safe and secure, allowing you to complete the application and then fax or mail it directly to me. This method is great if you need to explain various items on the form.

Email Application
If you wish to receive an application by email in Microsoft Word format, simply click here to request it, and you will receive an application as an email attachment, complete with instructions, which you can then email back to me.

Pre-Approval
Get a bona-fide loan approval prior to making an offer, or even shopping for your new house. We can pre-approve most customers within 24 hours. Take out the uncertainty of the approval process before you shop for a home. This is a great stress reliever, and it significantly improves your negotiating leverage.

Click here to download a PDF of our Pre-Approval Application (print version) This method is safe and secure, allowing you to complete the application and then fax or mail it directly to me. This method is great if you need to explain various items on the form.

Email Application
If you wish to receive an application by email in Microsoft Word format, simply click here to request it, and you will receive an application as an email attachment, complete with instructions, which you can then email back to me.

Documentation Checklist
Use our Documentation Checklist to make sure you have your paperwork in order, assuring a stress-free experience.

Click here to download a PDF of our Document Checklist (print version) This method is safe and secure, allowing you to complete the application and then fax or mail it directly to me. This method is great if you need to explain various items on the form.

Consulting
I provide consulting advice, or can refer you to an expert in the field, for the following disciplines:

• Credit counseling
• Credit repair
• Personal financial counseling
• Insurance matters for home, health and life
• Legal matters for trusts, real estate, business, tax, domestic and litigation
• Investment advisory services
• Brokerage services for stocks, bonds and mutual funds
• Business Brokerage and Valuation services
• Business accounting and bookkeeping
• Certified Financial Planners (CFP)
• Certified Public Accountants (CPA)