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We are open!

Initial Discussion

Let's get to know each other.

  • 30 min
  • Online Virtual Appointment

How this appointment benefit you

This appointment is to get an initial understanding of your goals as well as to capture your financial situation so that we can provide map out a strategy to reach those goals. In our 30 mins conversation we will cover - A plan and strategy to meet your goals. - How much you can borrow. - A minimum of three lenders & products. - Any questions you may have regarding the lending process. - An outline of next steps for approval.


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