Case Studies

This section, using real life examples,  details how my unique mortgage solution software, separates us from the rest of the mortgage industry by providing information to our clients that other mortgage professionals don't think to offer, thereby, helping our clients make more informed decisions about the financing options available to them.  These reports are included and to view them (requires Adobe Reader). 

In each report there are POST - IT note comments embedded in the adobe documents. Simply mouse over the yellow post it notes to reveal the Professional Loan Planners comments on each case study.

 Case Study 1

A client is open to refinancing his mortgage to lower his rate, when rates fall below a certain level.  With the Rate Watch Report, We can e-mail them (on a monthly basis) a comparison of current market rates and what the monthly savings would be.  The client can then make more informed decisions based on current market data.

(To see an example of a Rate Watch report and the monthly benefits it details, Click Here.) 

Register for our FREE (No Obligation) Rate Watch report HERE

 Case Study 2

A client wants to refinance their loan to lower their monthly payments.  However, they are not sure if consolidating their credit debt into their mortgage makes financial sense.  With the Debt Free Report, I can show the client how paying consumer debt through refinancing can be beneficial to them and what those benefits total in monthly savings. 

(To see an example of how consolidating debt can benefit you/your clients, Click Here.)    

Case Study 3 

A client doesn't know what mortgage rate/cost structure is the most beneficial for their situation.  Unlike what you may have heard from the news media, The Lowest Rate is Not Always The Best Loan.  With my Total Cost Report I can provide a comparison of 3 to 4 rate/cost scenarios allowing the client to pick the one that best fits their lifestyle and future plans. 

 (To see an example of why the Total Cost is the most important feature to consider, Click Here.) 

  Case Study 4

A client is purchasing a property with less than 20% down payment (which typically requires Private Mortgage Insurance or PMI), but doesn't know the options available to him/her.  With my PMI Comparison Analysis Report, I can show that a 1st and 2nd loan combination, instead of PMI (Private Mortgage Insurance),  will reduce monthly payments, increase tax deductions and increase equity. 

 (To see an example of how you can avoid PMI and get more benefit from your mortgage, Click Here.)  

 Case Study 5

A client is concerned about living paycheck-to-paycheck and is considering either ending monthly investment in their retirement account/investments or canceling an insurance policy to free up monthly cash.  With our Equity Repositioning Report I can show them how refinancing and continuing to contribute to their investments can not only increase their monthly cash flow but will also help them invest more fully in their financial future. 

 (To see an example of how Equity Repositioning can benefit you/your clients, Click Here.) 

Register here an let our Professional Loan Planners prepare a CUSTOM REPORT for your financial and very personal situation.

Register for our FREE (No Obligation) Rate Watch report HERE

We look forward to working with you.