Getting Started

We look forward to helping you with your mortgage financing needs.  You will find that our hands-on style will help streamline the process as well as give you all the details about your available loan options.

There are a few ways to get started.  You pick.

  • In-Person
  • Phone or Zoom video call
  • Online

To schedule an in-person meeting or a call, click HERE.   

During our meeting we can talk about the process, I can answer any questions, I can explain more about how I work, and I can also do a quick phone application should that be the next best step.

To start an online application, click HERE.

Once you complete the short application, we will be notified.  We’ll review your information and then send out a request, through the same system, for the documents that you’ll want to start collecting.

Questions or Concerns?
Please contact us at 925-395-4212 or

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