Becoming A Client
🕛 2 minute read
I offer a seamless virtual experience so we can work together from the convenience of your own space. Whether you’re buying your first home, considering an investment property, have a renewal coming up, or want to access equity from the property you already own, here’s an overview of what you can expect:
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Get in touch ➤ Provide photo ID ➤ Review, complete and digitally sign initial mortgage documents.
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Provide me with your supporting documents ➤ Get pre-approved!
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I work behind the scenes to determine the best lender option(s) for you ➤ I advise ➤ You instruct ➤ Your lending institution is selected.
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If you’re purchasing a new property ➤ Secure a rate-hold (If applicable) ➤ Find the perfect one for you ➤ Submit an offer, and if accepted ➤ Your application is submitted for review and approval.
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If your existing mortgage is coming up for renewal or you’re refinancing  ➤ We’ll review your mortgage and property details ➤ Determine the best way to meet your goals ➤ Your application is submitted for review and approval.
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Sign mortgage and disclosure documents securely and virtually.
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Satisfy all lender conditions ➤ Order an appraisal (If applicable).
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Meet with your Lawyer.
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Closing Day ➤ Funds advanced & Received!
Get hassle-free financing with my client-centric approach. Get in touch! Email me, request a callback, or arrange a Zoom meeting to streamline your financing process.