When I started this profession many many years ago I always said my goal was to help people and at the same time hopefully provide a chance for the client to learn. Recently, I have been helping a husband and wife. They have two mortgages, two lines of credit, vehicle loan and their accounts all with the same Bank. It goes without saying they have a great relationship with the Bank.Clients wish to purchase an owner occupied home. When their Bank said it could not be done, after getting over the shock, they obtained my name from a referral source and we began the process. We set out an achievable blueprint for the clients to satisfy their goal. I received an email from the client yesterday in which one line stated:" I am so much smarter now than I was a week ago".
If you have friends who are entering the mortgage market through seeking out a new mortgage for a purchase, a refinance of an existing mortgage or mortgage renewal, and are eager to learn and obtain a mortgage that matches their needs, please feel free to share. Thanks.