Success is where preparation and opportunity meet. Welcome to our Professional Services Concierge Program.……reduced fee, customer-focused services merging proactive planning and reliable professional advice for greater client success.

Sign up for free and receive personalized services saving you time and money with your mortgage.  It’s easy – provide me your mortgage statement, and I will diarize to contact you a few months in advance of your renewal to get you organized.  We will review your financial plan, check your credit score, pull together the required documents, research lender programs and rates and put together a short list of lenders to appeal to.  Our lender relationships and brokerage volume discounts will benefit you tremendously in securing the absolute best option at the best rate for your circumstance.  As a client of mine, you will have access to the below preferential services at reduced costs.  Myself and my colleague, Kirti Naslund are experienced business professionals but also business owners, real estate investors and good, honest, kind family oriented people who will ensure to make your experience as efficient and pleasant as can be.

We offer an efficient, seamless experience from start to end, and follow you beyond your mortgage funding to be there for you at every life change to come.  It’s our job to be there to help and support you, whenever you need us.  We look forward to meeting you!