business logo
    • New Client Introduction

      15 minutes

      Purchasing a property is most likely the biggest financial decision you will ever make. Whether this is your first purchase or you are an experienced buyer or investor, this decision must be made carefully. On our 15-minute phone call w ...

    • Second Opinion- Compare Your Loan Estimate

      15 minutes

      This call is for those looking to obtain a second opinion on your financing options and in contract on a home or in the process of refinancing. If seeking a Pre-Approval please book "New Client Consultation". Appointment Times are Paci ...

    • Credit Consultation

      20 minutes

      Credit scores are an essential factor in the home buying process, as a Mortgage Advisor I use my years of experience to provide personalized guidance on credit management and building credit scores. We'll develop a customized plan that ...

    • Pre- Approval Consultation

      30 minutes

      This consultation is exclusively for those who are pre-approved with me, and it aims to discuss your financing options and create a mortgage strategy before beginning your home search. If you're not pre-approved, please refrain from sch ...

    • Commercial Funding Call

      45 minutes

      On our call we will evaluate your business goals, assess your funding requirements, and guide you through the process of securing commercial financing. Whether you need capital for expansion, equipment purchases, working capital, or oth ...

    • HELOC Consultation

      30 minutes

      Discover how to tap into your home equity for flexible financing options. Our experts will guide you through the process, explain the advantages, and assess your eligibility. Access funds for home improvements, debt consolidation, educa ...

    • Seller Accepted Your Offer: Phone Consult

      30 minutes

      *** If you need an after hours appointment just let us know and we can accommodate! *** Appointment Times are Pacific Standard Time Zone, please schedule accordingly. Book this phone call so we can review the contract together and t ...

    Networking

    • Realtor Networking Call

      30 minutes

      Let's connect and build together.

      Appointment Times are Pacific Standard Time Zone, please schedule accordingly.