THE CALL: A client I helped purchase a home several years ago reached out after getting bombarded by calls and emails from his mortgage servicer. They were pushing hard for him to refinance, promising …
Big Bank Perks… or Big-Time Problems?
The Situation: A first-time homebuying couple was ready to purchase their $800,000 dream home, putting 20% down. Great credit, solid income, and plenty of assets—on paper, they were ideal borrowers. …
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Frustrated by the Lack of Service from Big Banks? You’re Not Alone.
THE SITUATION: A tech executive was being transferred to New York City and, with his wife, began house-hunting in Westchester County. His financial advisor at Merrill Lynch referred him to a mortgage …
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Want to Invest in Real Estate—Without Getting Sold a Bill of Goods?
THE SCENARIO: A successful investor wanted to expand his portfolio into real estate. While browsing properties, he encountered an overly eager real estate agent pushing a condo purchase. Fortunately, …
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Private Wealth Client Shocked To Learn ‘His Bank’ Can’t Help!
SCENARIO: Borrower was purchasing a multi-family property for investment purposes. He was a sophisticated investor, already owned multiple properties, and he was self-employed. This borrower owned and …
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Home Buyers Realize The Value of a Great Mortgage Planner!
SCENARIO: First time buyers are looking for a home on Long Island’s north shore. Recently married and already expecting their first child, he is a rising star at his exclusive law firm. His income is …
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