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Brokerage info
What you can expect from me.
Find answers to my most-asked questions, covering everything from how I'll support you to what you need to start the process.
Clients can expect a transparent and strategic experience from start to finish. Beginning with a clear understanding of your financial picture and goals with clarity and step by step guidance.
As a Financial Rep with multiple licenses, I guide clients beyond mortgages-providing and connecting you with trusted resources and services with your financial goals.
You typically need to provide identity verification and income proof (pay stubs (30 days), W-2's, tax returns (2yrs), bank statements (2 months). There are specific situational documents for 1099 etc.
We provide credit upgrade assistance from our credit upgrade team. They will provide action steps to assist in increasing methods to rise your score.