01 / Tell me your plan.
Share the type of purchase or refinance, your timing and the questions you want answered. You do not need to have a property picked out.
You bring the goals. Grant works through the financing and explains the choices with you.
Share the type of purchase or refinance, your timing and the questions you want answered. You do not need to have a property picked out.
We discuss the documents needed through a secure process. I put the relevant payment, cash and loan choices together for your situation.
I explain the assumptions, tradeoffs and remaining conditions. As your search develops, we revisit the plan for the actual property and next steps.
Your monthly comfort zone, your available cash, your income-documentation path and the savings you want after closing.
A personal plan helps you prepare. Any loan remains subject to application, verification, property requirements and underwriting.
YOUR GOALS. A CLEARER PLAN.
A home, a refinance or an investment. Start with a conversation about what matters to you.