Many wonder why we recommend starting the pre-approval process so early. Here’s why it can be a game-changer: 1️⃣ It’s Free! Pre-approvals with a mortgage broker cost nothing, giving you invaluable insights into your financial readiness without any expense. 2️⃣ Ready Sooner Than You Thought? Often, clients aiming to buy in a year or two […]

Today, I’m sharing a common yet hopeful client story. Life can be unpredictable, and sometimes, debt builds up—not from unwise decisions, but from unforeseen events like health crises. This was the case for a couple who faced simultaneous health challenges, which led to mounting debt over two years as they focused on recovery. Once they […]

A client came to us with a common concern: they loved their $2M home, their neighborhood, and the life they had built there. But with limited retirement income and a small mortgage still to pay off, they feared financial pressure would force them to sell and downsize before they were ready. We introduced them to […]

Helping Clients for the Life of Their Mortgage Five years ago, I had the privilege of helping a client purchase their home. Recently, as part of my ongoing commitment to client care, I reached out to them. Their mortgage was coming up for renewal in 120 days. Reaching out early allows us to lock in […]