With you every step of the way

Our personalized service can start as early as the beginning of your home search, where we accompany you to viewings, meeting REALTORS® and providing pre-qualification letters for purchase offers. Unique to our company, our remote team can meet you at your home, or public space. We provide a full assessment of your needs and seek suitable mortgage programs to fit your current credit and financial situation.

Guiding you home

Once we fully understand your situation, we research for your mortgage solution and negotiate with the competing lenders. As we navigate this complex process for you, your Mortgage Loan Originator keeps you updated. We breakdown your options in a plain, simple language—like when we explain your interest rates and closing costs, which are unique to your situation.

From start to finish, we set the expectations, keep your information secure, stick to the schedule and meet all closing requirements.

Our core services

Brokerage

Our mortgage brokerage services are based on our in-depth knowledge of the area's real estate and markets. Because of our extensive industry experience, we guarantee a competent and attentive experience.

Consulting

We understand the market in Naples and we’ll provide you with a comprehensive outline of any type of financing transaction.

Financing

We create individually tailored financing plans. This includes comparisons on various sources of funding with current interest rates and desired terms.

Pre-qualification

Before you make an offer to purchase your property, we obtain the community information needed for mortgage approval.

Mortgage Programs

Our knowledge and experience allows us to support a variety of programs to fit your needs.

  • Conventional
  • Jumbo
  • FHA
  • VA
  • USDA
  • Reverse Mortgages (HECM and Proprietary)
  • Divorce Mortgage Settlement
  • Purchase or refinance (Rate and Term or Cash-out)
  • Condominium financing

Other Services

A new home is more than just a legal transaction. For this reason, we offer the following additional services to help in your decision.

  • Pre-Qualification liasing
  • Realtor liasing
  • Homeowner Insurance check-lists
  • Community contact information
  • Change of address kits
  • Moving day check-lists

Contact us