Our process
Most people have no idea what happens between "I want to buy a house" and getting the keys. Here's the whole thing, who you'll be working with, and what's expected of you at each stage.
Rochelle keeps track of the good stuff — your closing anniversary, birthdays, the kids, whatever you told us along the way. Expect to hear from her.
Dave watches the market on your behalf. If rates move far enough that refinancing genuinely makes sense for your loan, you’ll get a call. If they don’t, you won’t, because nobody should waste your time pitching something that doesn’t help you.
And when your brother-in-law starts asking about buying a house at Thanksgiving, you know where to send him.
Most of our business comes from people we already worked with, or people they sent us. That only happens if the whole thing was worth talking about afterward. The follow-up isn’t a marketing program — it’s the actual business model.
It begins with a conversation. No application, no credit pull, no commitment.