Thank you so much for your application! So, what’s next?

A Post-Application Call!

So is that something you need to prepare for?

Absolutely not.  Once you apply, Nina will be giving you a call in about 24-48 hours. The call takes about 10 minutes. The purpose of this call is just to get to know you better, learn about your unique situation, and fill in any gaps that the application may have missed. 

Also, we’re going to develop a unique documentation list for your specific situation. We have found that if we ask for documents up front with a general list and then request more documents based on your situation, it’s just too much back and forth and it’s harder on everyone. We’re going to give you one list, and once you check off all the boxes, that’s it! That’s all we need and we’re moving forward.

Also, if you haven’t already, please fill out an All About You Form (link also below). It’s a simple questionnaire that lets us get to know you deeper. It allows us to tailor-fit this experience to exactly what you’re looking for, and it also allows us to get you a really cool closing gift!

Our only rule with this form is just to have fun with it! 

So in addition to the documentation list, Nina will also be planning on scheduling a Mortgage Consultation. We can schedule it either on the phone with you during our Post-Application call, or we can send you a link to schedule it yourself.

That is an invaluable meeting! We can do it over the phone or in-person. We prefer to do it in-person with everyone, but if it needs to be over the phone that’s totally fine as well. This is the meeting where we:

• Go over all the products that you qualify for
• Weigh the pros and cons
• Calculate break-even points
• Generally develop a strategy to help you take the most out of this

This is the meeting that, when you leave it, it’s just like a breath of fresh air, like “WHEW! I got this!” And it allows you to have an excellent experience.

 Thank you so much for your application, and welcome to Team Get It Done! Woo!