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Mortgage Planning
Sound mortgage planning has a significant impact on your overall financial well being. To that end, we offer personalized consulting to help you identify and secure the loan that best meets your specific needs through our partnership with Eagle Nationwide Mortgage Company. Whether you want to purchase a home, refinance an existing home, or buy a vacation home or investment property, we have the industry knowledge and expertise to help make the process more manageable.

Process
Understand
The first step is a discussion with a mortgage planner regarding your needs, expectations, and ultimate goals as they relate to your home.

Recommend
Our planner compares your needs with the many fixed and variable rate mortgage products available. Our recommendation also takes into account the current lending environment and how that may impact your situation. Preliminary data may be required to complete this step.

Process
A formal application, which is available online, needs to be completed. Eagle Nationwide Mortgage Company begins processing and analyzing your paperwork to ensure all criteria for the loan process has been met. We also coordinate any follow-up issues and help move the loan to final approval.

Close
After our team reviews all documents for accuracy and answers any questions you may have, the closing process ends with the final signing of all paperwork.


Securities offered through ValMark Securities, Inc., Member FINRA, SIPC
Advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Sequoia Financial Group, LLC and related entities are separate entities from ValMark Securities, Inc.
Copyright 2010 Sequoia Financial Group, LLC

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