As a certified mortgage planner with over 19 years in the business, it is my objective to help my clients successfully manage their home equity, to increase liquidity, safety and rate of return as well as their tax deductions. Unlike that of traditional loan officers, I strive to help my clients integrate the loan they select into their short and long term plans so we can minimize taxes, improve cash flow and minimize interest expenses. I successfully help my clients make informed decisions to help improve strategic equity management via their real estate investment.
Team Fast Facts:
1. Personally visit with clients and deliver a clear and concise mortgage
2. Close loan accurately at the terms we have quoted on time as agreed.
3. Proactively update the buyer, the buyer’s agent, and the listing agent
4. Offer on time closing guarantee to the sellers with accepted purchase
5. Team member to attend closing.
6. Oversee the process from start to finish and beyond.
Enhancing your mortgage experience with better service and products.
TX - SML