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Seamless loan process

January 21st, 2015

Family in front of home small 300x200 Seamless loan processWe’ve read the horror stories, read about clients’ frustrations and the lost time and money when a mortgage loan goes south at the last minute. That is why we are continually improving how we operate and how we interact with our valued clients.

Here’s what a recent new homeowner had to say about his experience with our team:

“From my very first email/phone call to Drake, he was professional and courteous. He understood and had compassion for the ‘time crunch’ we were under and seamlessly made our loan happen! He was always available by phone or email and we could not be happier with the service we received from him directly and all of his colleagues at his firm. We will most definitely recommend Drake to others!”
Dr. Kristophe Karami, Neurosurgeon, Kaiser Permanente OR

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October- November Report Cards

January 20th, 2015

Map 01 09 15 300x218 October  November Report CardsOur October/November report card is finally out!

For those of you who are reading the report card for the first time, allow me to give you some history. I write the report card, directly from the client questionnaire that our clients fill out at the closing of their loan. This is raw, unfiltered feedback from our clients. Most of the time they tell us they loved us, sometimes they tell us we suck. Oddly, we learn more from the latter, and that is the reason we publish these reports and the actual client questionnaire forms. We do this for two reasons.
Keep reading

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FHA announces their 2015 county loan limits!

January 17th, 2015

Family in contemporary home small FHA announces their 2015 county loan limits!FHA Approved 150x150 FHA announces their 2015 county loan limits!FHA has announced the 2015 county loan limits. Please click here to see them.

If you have any questions regarding FHA loans, please call Josh Mettle at 801-747-1210.

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Common Physician Retirement Planning Mistakes

January 13th, 2015

Dr. Steven Podnos MD, MBA, CFP(R) talked about common physician retirement planning mistakes when he visited with Josh on the Physician Financial Success podcast.

Click here for transcription

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