How it works
Take the smarter approach to getting a mortgage
Speak with a Mortgage Expert
The first thing we’ll do is schedule your "Hopes & Dreams" call so we can learn more about you and your homeownership and financial goals. Then we’ll take a look at your current financial situation and make sure you’re on the right path towards your financial goals and owning your dream home.
Schedule your "Hopes & Dreams" call
Complete an application and get pre-approved
Compare your mortgage options with complete financial breakdowns
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Find your dream home
Once you’re pre-approved and have a clear understanding of what type of home you can afford to reach your financial goals, it’s time to meet your REALTOR® and start the search for your new home. We’re happy to introduce you to a trusted real estate agent – we only work with the most friendly, knowledgeable, and reliable brokers in the area.
Meet your real estate agent
Start the search for a home your family will love
Narrow down your search to your dream home and make an offer
Meet your Personal Loan Manager
When you find the right home for you and your family, we’ll introduce you to your Personal Loan Manager who will serve as your concierge throughout the rest of the homebuying process. They’ll finalize your loan documents, walk you through the signing and wire transfer process, and ensure you enjoy a quick closing.
Receive necessary disclosures and documents
Start the processing and underwriting of your loan
Enjoy a smooth, simple process from contract to close
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Move into your new home
We’ll follow up with you post-close for everyone’s favorite part – getting the keys to your new home! If you need help moving and want a referral, we’ve got you covered. Welcome home! The only thing left to do is plan your housewarming party! Invites are appreciated, but not expected ;)
Pick up your keys
Move into your new home
Plan your housewarming party
