A TWO-MINUTE STARTING POINT

Start with your what-if.

You do not need to know which loan, which sequence, or even exactly what to ask. Start with what you are considering and what needs to feel true for the plan to work.

I don’t start with a preapproval. I start with a conversation.

Step 2 of 3

A SECOND OPINION

You already have loan numbers. What should I review first?

Bring the Loan Estimate, proposed payment, cash-to-close number, or assumptions already in front of you. Start with the part you most want verified.