Technology is Great but ...
Technology is great but don’t forget about the human factor. I have been helping clients for over 30 years in Florida and I must say that I have learned to look deep into your file and keep an eye out for any potential pitfalls. This can only be accomplished by having a thourough conversation about your loan.
Mortgage guidelines are always changing so it is important on day 1 to have a thorough conversation regarding your loan and talk about income & source of funds & credit. Once we have the initial conversation I will send you an estimate with all the numbers so after we have that in front of you, I can answer a second round of questions. By that time, we are usually on the same page as to our next step.