Loan Analysis

Often there are many priorities and options when considering financing for a  property.  Properly considering the length of time you expect to own the property and your objectives – cash flow or lowest rate – will help us develop a loan program that makes sense for you.  You can browse a bit using our online tools.  Alternatively you can just give us a call, we are happy to work through this with you over the phone.   

Rate Alert - if you have a good idea of what you are looking for, you can simply request a 'rate alert' and we will contact you when that rate is available ... no more worries who is watching rates, we do it for you!  click here for rate alert

Purchase - the first step is to do a Rate Search to make an initial determination of the loan program and interest rate / loan costs available for your situation.  Look at the options available for you using the 'compare' button.  It will provide an estimate of closing costs too!  Then complete the summary information which will allow us to double check the results and be able to return a proposal for you.  The summary information allows us to better understand your needs and tailor options that fit your unique situation. 

Refinance - the first step is to do a Refinance Analysis to make an initial determination of the loan program and interest rate / loan costs available for your situation.  Look at the options available for you using the 'compare' button.  It will provide an estimate of closing costs too!  Then complete the summary information which will allow us to double check the results and be able to return a proposal for you.  The summary information allows us to better understand your needs and tailor options that fit your unique situation.
Please select the option most convenient for you.

1.   Complete our summary information request. This process usually takes less than five minutes. This way we can take a look at your situation and follow up any way you choose.

2.   Of course, you are always welcome to call us and we can discuss your situation over the phone or if you prefer have a loan officer contact you

Brief instructions

The Summary Information Worksheet requires that you choose a rate and loan program.  In no way is this choice final so just indicate your best guess.  After we have had a chance to look at your information, we will contact you and work with you to determine the  appropriate loan program and rate that meets your needs.