How We Work
We help you determine the best financing structure for your short-term and long-term goalsWe've been mortgage professionals for over 26 years. We love what we do and we love making a positive impact on our clients' lives. Our goal is to work with you to find a loan that fits your financial goals, so you can have the lifestyle and financial security you want. Over the years we've built relationships with quality professionals to whom we are proud to refer our clients, should you need professional services in other areas.
If you decide to work with us, you can expect the following:
The loan process will not swallow up all your time. You can trust we know what we're doing; you can get on with your life with minimal time spent following up.
You can relax knowing a professional is in control, and that what you don't know won't hurt you. Someone else is taking care of the details and is looking out for your interests.
Your lack of savings may not be a road-block to achieving your dreams. If there's a loan for your situation, we will know about it and help you secure it.
Whatever your credit situation, we will help you get a loan, whether now or in the future. You won't have to put it off forever.
Your self-employed status is not a problem. Our experience helping clients like you will make the process seem like a breeze.
You'll feel safe and know you're in good hands. You won't have to continually check with us; you'll know we are watching out for you and contacting you if necessary.
Our guiding beliefs and values:
We are sensitive to the fears you might have about financial matters and the loan process in particular.
We respect your time and aim to minimize your involvement in the process.
We take full responsibility for our actions and are honest with you at all times.
We are always seeking to improve our service and we encourage you to give us honest feedback.
Good working relationships are important to us; our goal is to build a long-lasting and ongoing relationship with you.
Our approach:
First we like to get a feel for your objectives and concerns; we might chat initially on the phone, or you can send us an email.
If you haven't done so already, we invite you to fill out the secure online form
Next, we set up a time to meet in our office or to talk over the phone, whatever you prefer.
We spend upfront time with you to learn about your overall financial situation. If you wish we will refer you to other professionals (such as a CPA, attorney, financial planner or realtor) to ensure the mortgage will blend seamlessly into your lifestyle and goals.
When we talk with you, We ask questions and listen actively, so we can fully understand your needs.
Once we have agreed on a strategy for a loan, we will handle the details with minimal contact with you.
Now you know how we work, you might want to read more about the services we offer.
If you wish, you can go straight to fill out the secure online form, or give me a call to make an appointment at my office: 503-607-0240.
5335 SW Meadows Road, Suite 401, Lake Oswego, OR 97035