Client Resource Center

Client Resource Center


Whether this is the first time you will be getting a mortgage or your 10th, the process has changed significantly over the last couple of years and it's always a complex experience anyway.  This free report will help you better understand the process and all of the elements you will need to know in order to make a confident, informed decision.

Free Mortgage Report

Your credit history and the resulting score will play an important role when trying to qualify for a mortgage.  Check out this great helper to learn how to improve your score:

Top 10 Ways to Improve Your Credit Score

Get a handle on your finances by filling out the monthly budget worksheet and the balance sheet.  This will help you understand where your money goes and how much you have left at the end of the month for savings.  You'll also get a good idea of the payment you can afford and what kind of reserves you'll have left.

Monthly Budget Worksheet - PDF 

Balance Sheet - PDF

Monthly Budget Worksheet - Excel / Online - Coming soon!

Balance Sheet - Excel / Online - Coming soon!


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