Choose Your Path
First-Time Homebuyer
Package
This foundational package covers the essentials to help first-time buyers understand the mortgage process and make informed decisions.
What’s Included:
Homebuyer Education & Roadmap
Clear expectation of the entire buying process from pre-approval to closing.
Credit & Budget Readiness Review
Review credit, income, and debts to determine buying power and next steps.
Loan Program Guidance
Identify first-time buyer programs, low down payment options, and grants (when available)
Pre-Approval Preparation
Organize documents and structure the file to strengthen approval.
Offer & Timeline Support
Guidance on contract timelines, contingencies, and what to expect once under contract
Best For: Buyers who need clarity on the basics and want to avoid common first-timer mistakes without extensive hand-holding.
Price $495 - $795
Loan Rescue Package
Get your stalled or problematic loan back on track.
This specialized package is designed for borrowers whose loan applications are stuck, denied, or mishandled by their current lender.
What's Included:
Emergency File Review
Rapid, top-to-bottom review of the loan file, conditions, and denial risk factors.
Denial Risk Assessment
Identify exactly why the loan is at risk and what can still be fixed.
Strategic Restructuring Options
Explore alternative loan programs, income calculations, or documentation solutions.
Underwriting Condition Strategy
Prioritize and address critical conditions to keep the deal alive.
Agent Timeline Guidance
Advise on extensions, communication strategy, and next steps to protect the contract.
Best For: Frustrated borrowers facing loan denials, unexplained delays, missed closing dates, excessive conditions, or lenders who've gone silent. Perfect for those under contract who need to save their deal.
Price $1,500.00 - $3,000.00
Elite VIP Package
White-glove concierge service from pre-approval through long-term strategy.
This comprehensive package provides end-to-end mortgage advisory with ongoing support and exclusive benefits for serious buyers.
What’s Included:
Personalized Mortgage Strategy
Create a Tailored loan plan aligned with the client’s financial goals, timeline, and long-term objectives.
Credit and Financial Readiness Review
Identify and address credit, income, and asset factors to maximize approval strength before loan submission.
Clear-to-Close Optimization
Proactively structure the file to minimize conditions and avoid last-minute underwriting issues.
Priority Processing & Response
VIP Clients receive expedited review times and same-day responses when possible.
Documentation Guidance & Review
Step-by-step support on required documents to prevent errors, resubmissions, or delays.
Risk Mitigation & Issue Resolution
Early Identification and resolution of potential red flags before they impact approval.
Best For: High-net-worth buyers, those with complex financial situations, people purchasing multiple properties, or anyone who wants a trusted advisor and advocate throughout their entire home financing journey.