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Program |
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The Mortgage Concierge=
Program™ provides unique services and strategie=
s that simplify the mortgage process, thereby helping you to achieve your p=
ersonal and financial goals. Created by Steven Marshal, this program will s=
ave you time and money and provide greater peace of mind while helping you =
to realize your objectives. “Most experienced home buyers are knowled=
geable, but may still lack many of the tools still necessary to further tho=
se goals,” says Marshall. “They may not be aware of all the ste=
ps involved in closing a home, and therefore may not be able to formulate t=
heir best mortgage plan.” Things to consider when planning a mortgage=
include: =
; =
· Choosing the mortgage that best suits y=
our needs =
· Awareness of different tax implications=
for different mortgages =
· Impact of your credit rating in relatio=
n to the rate you will pay =
· What home price range you qualify for =
· Closing costs and ways to minimize the =
costs =
· The variety of different cash to close =
options =
· An understanding of the risks involved =
in the loan process =
· A designed contingency plan in case som=
ething does not work out ·=
Someone you trust who can give sound ad=
vice Having a professional mortgage planner =
to guide you through the mortgage process can help you to achieve your goal=
s while eliminating unnecessary worry and stress. That’s why we have =
created a program that employs unique strategies to streamline the mortgage=
process, integrates the loan with your existing personal and financial goa=
ls and plans, and effectively manages the loan over its life span to ensure=
that it adapts to your changing needs. The Mortgage Concierge=
Program™ developed by Steven Marshall over the =
course of 12 years and 3000 successful home loan closings totaling more tha=
n $1 billion, is a step-by-step process divided into seven distinct stages.=
We developed this process working with our clients to help them understand=
their current situation, both strengths and weaknesses, and create a power=
ful vision for the future. Then we look at the roadblocks standing in their=
way, develop strategies to overcome them, and review all of the tools to h=
elp them achieve their goals. =
· Session 1: The Mortgage Planning Package=
482; =
· Session 2: The Mortgage Needs Analysis͐=
2; =
· Session 3: The Strategic Planning Session&#=
8482; =
· Session 4: The Complete Mortgage Plan™=
; =
· Session 5: The Unique Mortgage Experience&#=
8482; =
· Session 6: The Mortgage Management System&#=
8482; ·=
Session 7: The Client Appreciation Program&=
#8482; To help you get started you can partici=
pate one-on-one in The Mortgage Needs Ana=
lysis™. During this session, you work with us t=
hrough the first stage of our process. Upon completion of The Mortgage Concierge=
Program™ you will have a clear understanding of =
how the loan process works, you will have the right loan for your situation=
, and you will have someone reviewing your mortgage regularly to make sure =
it continues to be the best loan option for you. In short, you will feel th=
at you have gotten the most value for your money, and most importantly, the=
peace of mind that comes with knowing that you have achieved your objectiv=
es in the best possible way. |
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