ASSURED

The Consultation

Your free consultation will be scheduled at a location and time of your choice, and all you'll need to have available is basic information, so I can give a credible evaluation of your situation and make recommendations.

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Here is what you need available for our initial consultation:

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• Most recent mortgage statement 

• Most recent pay stub(s)

• Last two years W2's or 1099's

• Business owners - last 12 months bank statements

• How much your Homeowners Insurance annual premium is 

• Business Owners / Self-Employed - Bank Statements replace items 2-4

• Credit card debt – list each cards current balance and credit limit

• A copy of your FREE annual Credit Report (Equifax, Experian or TransUnion)

Pulling your credit at this point won't be necessary, as the information you have supplied will be adequate enough to give a credible quote. If you decide to move forward, then we will validate information, complete an application and pull credit.

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"Our one-hour consultation with Peter got all of our questions answered. The fact that he was able to give us guidance and a realistic estimate without having our credit pulled was comforting. Once we agreed on moving forward with the loan, we supplied documentation and things were verified and an exact estimate was disclosed prior to signing anything." -- Kyle and Britney, Denver