Mortgage Planning Process

The mortgage planning process is different than the typical "shopping for a mortgage" experience. The typical shopping for a mortgage experience includes: 

• Wasting your valuable time trying to save $25/month by comparing rates, fees and closing costs among different lenders.
• Wasting your valuable time trying to baby-sit the mortgage company you’ve reluctantly chosen to work with.
• Being promised one thing and then getting something different.
• Being "sold" on one mortgage product over another.

 The mortgage planning relationship is about you: 

• Receiving valuable financial advice and guidance that can literally save you hundreds of thousands of dollars.
• Trusting a professional who is committed, qualified and equipped to deliver what they promise.
• Experiencing a "concierge" level of service when you are in the market to buy a home, refinance your mortgage or make cash flow changes to enhance your lifestyle.
• Implementing a defined financial plan of action in helping you achieve your life goals and dreams.
• Maintaining an ongoing high trust relationship with a team of financial advisors who can help you make necessary changes in your debt, cash flow and home equity planning strategies.

 This is a relationship, not just a transaction. As such, it requires a defined system of accountability in order to work effectively.

Interested by a Mortgage Planning Session? Please complete this form, or send me an email at mortgage@yulinlee.com