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HOW IT WORKS

For Benefit Program Members
 

Contact Us via email, phone, or request a consultation.​

  • Once connected, you will ALWAYS the same Concierge Advisor, a licensed Mortgage professional. Let us know what Real Estate or Mortgage questions we can answer.

  • If you are buying or selling a residential property, we will connect you with 2-3 local real estate agents in addition to a highly experienced and fully licensed Mortgage professional who is local to your market.

  • If you are refinancing or have any general questions about your mortgage, your Concierge Advisor will be happy to assist.

Benefit Advantages
 
MORTGAGE LENDING - Where to start first.

When buying a home, it’s best to start with a full understanding of your financial picture in order to align with your goals. Factors include your available income to meet Debt to Income restrictions, current credit score (can you improve prior to purchase for best rate), cost of Homeowners Insurance, Property taxes, & HOA fees. Down payment options, various programs, (Conventional, FHA, VA, etc.). So the MOST IMPORTANT action is to first be PRE QUALIFIED.      

This gives you the guidance and ability to purchase confidently and correctly.

REALTY SERVICES

Realtors and their services vary broadly. We are particular about who we partner with, though never partial. We prefer to introduce you to FULL TIME agents. These preferred agents know the strategies needed to help both buyers and sellers succeed in a competitive housing market. They WILL know your desired neighborhood or area. Whether independent or agency affiliated, our agents are the most talented in the industry. In addition, we find them to be great people!

Our goal is to match you with the perfect fit when selecting a Realtor to work with you on a Home Purchase or sale. In addition, if you happen to personally know an agent you would like to work with, we can help you make sure all your needs are being met and answer any questions you may have.

Need more details? Contact us

We are here to assist. Contact us by phone, email or request a consultation.

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